BudgetLink Wiki addons_wiki_budgetlink https://accountingaddons.com.au/wiki/budgetlink/index.php?title=Main_Page MediaWiki 1.36.1 first-letter Media Special Talk User User talk Site title Site title talk File File talk MediaWiki MediaWiki talk Template Template talk Help Help talk Category Category talk 0 1 1 2013-04-16T23:03:16Z MediaWiki default 0 wikitext text/x-wiki '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] b7a3846f2c55072191227d89a3204fe379288fee 2 1 2013-08-02T06:24:42Z Nic 2 wikitext text/x-wiki '''Welcome to BudgetLink's Wiki Site''' '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 351e9c51ac967415a2d226dadf25fdc36c5f4587 3 2 2013-08-02T06:25:45Z Nic 2 wikitext text/x-wiki == Welcome to BudgetLink's Wiki Site == == Overview == '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] e664a064de646d018f487802075f2d6d602452d5 4 3 2013-08-05T04:48:30Z 220.239.193.82 0 wikitext text/x-wiki == Welcome to BudgetLink's Wiki Site == == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au:Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == == Getting Started == '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 4091f223fc485661b09c52626a38352532232d43 5 4 2013-08-05T04:49:43Z 220.239.193.82 0 wikitext text/x-wiki == Welcome to BudgetLink's Wiki Site == == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == Stub == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 38fe7eebb7a37b96dce0885edc1697c201e1d87d 6 5 2013-08-05T04:49:56Z 220.239.193.82 0 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == Stub == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 65e1dd3420c66eaa0f75574db41668a7158a0b98 41 6 2013-08-19T23:45:54Z 220.239.193.82 0 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[Quickbooks]] [[XERO]] == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] ed55f4ce0e2fc27347c32e92a048b9bb269d5ea1 43 41 2013-08-19T23:49:38Z 220.239.193.82 0 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[Quickbooks]] [[XERO]] == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 06c500cb15cabb42903f288f3855b9703f925e5f 47 43 2013-08-20T00:21:36Z 220.239.193.82 0 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 4c90e507561bdb4defa1783ba90592bba6240784 57 47 2013-08-20T00:54:19Z Nic 2 /* Features */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Reports === == Getting Started == Stub '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 466c2284e088d91ae575c914dd851fbf6e8f2fdb 58 57 2013-08-20T00:54:50Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Reports === == How To == [[Customise Reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 8828420bb1b516d1b956e7bb69fd508d5051deaf 59 58 2013-08-20T00:55:06Z Nic 2 /* How To */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Reports === == How To == [[Customising Reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] bad559e850496062bc2fd285f71a790975d1f0a7 69 59 2013-08-20T01:39:19Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] == How To Guides == === Reports === [[Customise Reports|How to customising reports]] [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] cbeee678ab096ea84a99ed38220c388a0f69de36 74 69 2013-08-20T01:43:14Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] == How To Guides == === Reports === * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 3ae2ef21fc6a80474ee3fefa0d70fa7a102597e9 81 74 2013-08-20T03:55:45Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 1116d2941b6943c92f6c846daa089c9c0a76111b 82 81 2013-08-20T03:58:57Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Select Reports|How to select a report]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] a382c95b46b3d59910af252cecfc9534747700f8 83 82 2013-08-20T03:59:36Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Supported Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 1174b8274bff7edcb57939265e786e74e29040d2 0 36 42 2013-08-19T23:47:56Z 220.239.193.82 0 Created page with "== Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink ==" wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == 0c503024b90a64238f6c08dd705126dd0c96759b 44 42 2013-08-19T23:53:38Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === <iframe width="560" height="315" src="//www.youtube.com/embed/pNr5mKFJXrA" frameborder="0" allowfullscreen></iframe> 624142d8068f32fa27d1ec1866ab81ebd97b46a3 45 44 2013-08-20T00:13:44Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#ev:youtube|pNr5mKFJXrA|560|Left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} 64f0d26b9c26cc3036d495b9a26233648b2c0001 46 45 2013-08-20T00:13:55Z 220.239.193.82 0 /* BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} feeaece2ff5ce5cbc88d1df512ba599c3bf01ceb 48 46 2013-08-20T00:43:10Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#evp:youtube|pNr5mKFJXrA|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher|560|left}} 9fd869aa8213cea360ea6fe6817947d8b82b43b9 49 48 2013-08-20T00:44:46Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#evp:youtube|pNr5mKFJXrA|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher|560}} 884de47b0741d185e8ca0cff6e627d4ebb31fd6d 50 49 2013-08-20T00:45:03Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#evp:youtube|pNr5mKFJXrA|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher|auto|560}} 6b67ef2d75c1e227eae00839dc851b348ba60331 51 50 2013-08-20T00:45:57Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#evp:youtube|pNr5mKFJXrA|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher|auto|800}} 39182cc3dc38672378039b6eea43007945050f52 52 51 2013-08-20T00:46:13Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#evp:youtube|pNr5mKFJXrA|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher|auto|560}} 6b67ef2d75c1e227eae00839dc851b348ba60331 53 52 2013-08-20T00:48:48Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#ev:youtube|pNr5mKFJXrA|200|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} 4fb43e4243b3e758b8c1188b1a96836b48ed044c 54 53 2013-08-20T00:49:10Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} feeaece2ff5ce5cbc88d1df512ba599c3bf01ceb 55 54 2013-08-20T00:50:17Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink == == Videos == === BudgetLink Getting Started for MYOB AcccountRight Live 2013 or Higher === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} e82244e7c918eff8c79e8fcc61ae6593bdfc570b 56 55 2013-08-20T00:51:06Z 220.239.193.82 0 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher== === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} a0d5c669ac97ef4ff54f616a088946f7101c4f00 0 37 60 2013-08-20T01:07:28Z Nic 2 Created page with "== Overview == Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These par..." wikitext text/x-wiki == Overview == Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. These are grouped into categories represented by the tabs. Most report include the Filters tab and the Options tab. Filters represent the parameters that determine the data that is included on the report. Options include the parameters that determine how the report will behave. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == 382ff7d24146b315c373b4e4d0813fcf18cbada7 61 60 2013-08-20T01:18:46Z Nic 2 wikitext text/x-wiki == Overview == Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == c8722e9942bea6d86eadb135172dd388eb940874 63 61 2013-08-20T01:31:48Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == 44fc9062755d83a3ce0ffad7a3d14e46438f9c92 64 63 2013-08-20T01:32:12Z Nic 2 /* How to Customise Reports */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == 96fdcf8ae90363eedce625740635f2e0b34278f3 65 64 2013-08-20T01:32:24Z Nic 2 /* Overview */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == d111c0b909f84a0ac43582414ec6269447d018d2 66 65 2013-08-20T01:32:45Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == 1d24d4c39621873cc7cc11249898616f249c0b65 67 66 2013-08-20T01:35:43Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == - BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 6473618f804ce10eb2c154695eedf4606d086e58 68 67 2013-08-20T01:35:58Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 59cbaa33d5a5e5cf2bda09757d61cbb0f83dc929 70 68 2013-08-20T01:41:41Z Nic 2 Nic moved page [[Customising Reports]] to [[Customise]] wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 59cbaa33d5a5e5cf2bda09757d61cbb0f83dc929 72 70 2013-08-20T01:42:21Z Nic 2 Nic moved page [[Customise]] to [[Customise Report]] wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Company]], [[Job]], [[Financial Year]], [[Period]], and [[Version]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 59cbaa33d5a5e5cf2bda09757d61cbb0f83dc929 6 683 62 2013-08-20T01:28:24Z Nic 2 Screenshot of the customise dialogue. wikitext text/x-wiki Screenshot of the customise dialogue. a0a9c42affccc5b643ea8e54f0df2812467dfa91 0 41 75 2013-08-20T01:46:54Z Nic 2 Created page with "== Overview == Reports in BudgetLink may contain more columns than required. BudgetLink has the capability to edit the layout of these reports to determine which columns will..." wikitext text/x-wiki == Overview == Reports in BudgetLink may contain more columns than required. BudgetLink has the capability to edit the layout of these reports to determine which columns will be included in the report. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. == Related Links == 087721871ac5e56075ad87e952cb7527447ae309 76 75 2013-08-20T01:52:29Z Nic 2 wikitext text/x-wiki == Overview == Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == 88f9c87e367472fc77c33777b3158f5fed278057 78 76 2013-08-20T03:10:10Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == 4bdd3801d65a11105aa97d8ec9692fd399ae1f48 79 78 2013-08-20T03:10:26Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == 58aa5e5d8d42de5007add14d04329fd21f0bc6c0 80 79 2013-08-20T03:10:42Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == 7274d9ddf6ebf6aff7f2cd3f0b954d1ca4371250 6 42 77 2013-08-20T03:09:07Z Nic 2 Screenshot of the Edit Layout Dialogue wikitext text/x-wiki Screenshot of the Edit Layout Dialogue 7db274245f667f5394390e50a34bd78642ef1b3c 6 43 84 2013-08-20T04:08:18Z Nic 2 Screenshot of the menu at level 1. wikitext text/x-wiki Screenshot of the menu at level 1. 13f17f8e1e91111462988fd982780fb4783fa24e 6 44 85 2013-08-20T04:08:41Z Nic 2 Screenshot of the menu at level 2. wikitext text/x-wiki Screenshot of the menu at level 2. db381a7f7b88da25c74d96a5730fe8a0011f1427 0 45 86 2013-08-20T04:09:23Z Nic 2 Created page with "== Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu tha..." wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to select a report == # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == None. 929a69b3b4397d880af616a38b3cc3d26572dcca 0 45 87 86 2013-08-20T04:10:59Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to select a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == None. 898eaf6d4273bca4feb5cdb70acceea8965301b4 88 87 2013-08-20T04:11:15Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to select a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == None. 9c21bad103bdbb90bbeacfc10c984c1cd9d06ec6 89 88 2013-08-20T04:12:15Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to select a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] 0d50ae3cefe4d59bea24f9a72dae241e7b4be650 0 1 90 83 2013-08-20T04:47:26Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budget]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Accounting Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] a0c0fa8bdeab56f7dc4e29357434bc633adc3663 99 90 2013-08-20T05:39:37Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Accounting Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] f6c0b299c2b75e69d2bc04e225e74796b9632530 6 46 91 2013-08-20T04:53:59Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 47 92 2013-08-20T04:54:44Z Nic 2 Created page with "== Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] ..." wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == How to set up Auto Upload == == Notes == None. == Related Topics == [[Get Data]] ff4c54db94e13b9854918698aabc286fb48b8352 93 92 2013-08-20T05:03:40Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Please note that these instructions are dependant on the version of windows you run and may vary slightly. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select Create Basic Task; # Enter a Name for the task (for example BudgetLink Get Data) and click Next; # In the Task Trigger form, select the period for the Auto Upload to recur and click Next; # In the Daily form, enter the Start date and time that the first Auto Upload will occur and click Next; # In the Action form, select Start a program and click Next; # In the Start a Program form, click Browse… and and select the Auto Upload.xls file in the BudgetLink System folder. Then click Open; # The path of the Auto Upload.xls file will display in the Program/script field. Click Next; # In the Summary form, select Open the Properties dialog for this task when I click Finish and click Finish. # In the General tab, select Run whether user is logged on or not. If you do not have Administrator rights then click Change User or Group… and change the user to be the Administrator. Click the Actions tab. # In the Actions tab, click Edit. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click OK to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select Task Scheduler Library to the left of the Task Scheduler form. Select the Auto Upload task and click Run. == Notes == * When setting up auto upload, it is highly recommended that you check with your IT personnel that your chosen time does not conflict with backups or other system processes. None. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] 5498ed82da46daf74b8b463feb60e482489a6a11 94 93 2013-08-20T05:07:31Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Please note that these instructions are dependant on the version of windows you run and may vary slightly. It is highly recommended that get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select Create Basic Task; # Enter a Name for the task (for example BudgetLink Get Data) and click Next; # In the Task Trigger form, select the period for the Auto Upload to occur and click Next; # In the Daily form, enter the Start date and time that the first Auto Upload will occur and click Next; # In the Action form, select Start a program and click Next; # In the Start a Program form, click Browse… and select the Auto Upload.xls file in the BudgetLink System folder and click Open; # The path of the Auto Upload.xls file will display in the Program/script field. Click Next; # In the Summary form, select Open the Properties dialog for this task when I click Finish and click Finish. # In the General tab, select Run whether user is logged on or not. If you do not have Administrator rights then click Change User or Group… and change the user to be the Administrator. Click the Actions tab. # In the Actions tab, click Edit. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click OK to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select Task Scheduler Library to the left of the Task Scheduler form. Select the Auto Upload task and click Run. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] 983e25f4ccd3fcc33796a15e9fc17bc8e40e4ff7 0 48 95 2013-08-20T05:38:39Z Nic 2 Created page with "== Overview == == Notes == == Related Topics ==" wikitext text/x-wiki == Overview == == Notes == == Related Topics == 3399cbad66bcebe3c41abb966ed2ac567521da42 96 95 2013-08-20T05:39:12Z Nic 2 wikitext text/x-wiki == Overview == == Notes == [[Locking Budgets]] == Related Topics == 1ca9e55b05fcd2915fbf8f646ac854fe6c334f04 97 96 2013-08-20T05:39:26Z Nic 2 Nic moved page [[Budget]] to [[Budgets]] wikitext text/x-wiki == Overview == == Notes == [[Locking Budgets]] == Related Topics == 1ca9e55b05fcd2915fbf8f646ac854fe6c334f04 106 97 2013-08-20T05:56:03Z Nic 2 wikitext text/x-wiki == Overview == == Notes == == Related Topics == [[Locking Budgets]] 2fcac81a82732fbab962a0a2c5b8a579a0f3717b 113 106 2013-08-20T06:15:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. == Notes == == Related Topics == [[Locking Budgets]] d2a183ef26d4edde27f8c41d7f0b6e496f73e2c2 114 113 2013-08-20T06:17:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. == Notes == == Related Topics == [[Locking Budgets]] 554196009127a06d49f3f46a54707a1a04f37761 115 114 2013-08-20T06:18:26Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. == Notes == == Related Topics == [[Locking Budgets]] 423bde5f49db3277cc05b766f6e120441527eaca 116 115 2013-08-20T06:38:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == Notes == == Related Topics == [[Locking Budgets]] 2ef522e8852462e76db616d1cb6a5b44d43e9a32 127 116 2013-08-20T07:11:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == Notes == == Related Topics == [[Creating a New Budget]] [[Entering Budgets]] [[Locking Budgets]] 04dbb80a51126e56010e2677647aeabd96e4c2ca 128 127 2013-08-20T07:11:47Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == Notes == == Related Topics == [[Creating a New Budget]] [[Entering Budgets]] [[Locking Budgets]] 4f37d0b6dfec9ba358d041393e9bfcc987652426 129 128 2013-08-20T07:12:26Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == Notes == == Related Topics == [[Creating a New Budget]] [[Entering Budgets]] [[Importing Budgets]] [[Locking Budgets]] 97c625dbf87dd411a31c5a2efc8411d9fe02ecb3 0 50 100 2013-08-20T05:50:19Z Nic 2 Created page with "== Overview == Budget versions can be locked with or without a password to protect them from being changed. When a Budget is locked without a password, no edits are possible..." wikitext text/x-wiki == Overview == Budget versions can be locked with or without a password to protect them from being changed. When a Budget is locked without a password, no edits are possible until the Budget is unlocked through [[Version Control]]. If a Budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed. == How to lock a budget == Follow these steps to lock your budgets. # From the BudgetLink '''Menu''', go to '''20. Budget Entry'''; # Click on '''Version Control''' from within the menu; # Click on the '''Version Control''' button and answer any prompt that display; # Select the budget to lock and click '''Edit Version Details'''; # Click on the '''Protection''' tab; # Tick the '''Lock the version and protect it from change'''; # Optionally enter a password, and confirm it; # Click '''OK''' on the Edit Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == * If using BudgetLink's [[Security]] feature, only the Adminstrator can go to Version Control. == Related Topics == [[Budgets]] 61e3fb098e85b25bcbdc4cd5d33dc7da5725273e 101 100 2013-08-20T05:51:11Z Nic 2 wikitext text/x-wiki == Overview == Budget versions can be locked with or without a password to protect them from being changed. When a budget is locked without a password, no edits are possible until the budget is unlocked through [[Version Control]]. If a budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed. == How to lock a budget == Follow these steps to lock your budgets. # From the BudgetLink '''Menu''', go to '''20. Budget Entry'''; # Click on '''Version Control''' from within the menu; # Click on the '''Version Control''' button and answer any prompt that display; # Select the budget to lock and click '''Edit Version Details'''; # Click on the '''Protection''' tab; # Tick the '''Lock the version and protect it from change'''; # Optionally enter a password, and confirm it; # Click '''OK''' on the Edit Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == * If using BudgetLink's [[Security]] feature, only the Adminstrator can go to Version Control. == Related Topics == [[Budgets]] 52a90d6a83f2a0bcc5645e97084a3765de637449 103 101 2013-08-20T05:53:38Z Nic 2 wikitext text/x-wiki == Overview == [[File:LockBudget.png|300px|thumb|right|Locking budgets within BudgetLink]] Budget versions can be locked with or without a password to protect them from being changed. When a budget is locked without a password, no edits are possible until the budget is unlocked through [[Version Control]]. If a budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed. == How to lock a budget == Follow these steps to lock your budgets. # From the BudgetLink '''Menu''', go to '''20. Budget Entry'''; # Click on '''Version Control''' from within the menu; # Click on the '''Version Control''' button and answer any prompt that display; # Select the budget to lock and click '''Edit Version Details'''; # Click on the '''Protection''' tab; # Tick the '''Lock the version and protect it from change'''; # Optionally enter a password, and confirm it; # Click '''OK''' on the Edit Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == * If using BudgetLink's [[Security]] feature, only the Adminstrator can go to Version Control. == Related Topics == [[Budgets]] 794eee8a697081f45d2914c6644fb32b275161cc 104 103 2013-08-20T05:53:52Z Nic 2 wikitext text/x-wiki [[File:LockBudget.png|300px|thumb|right|Locking budgets within BudgetLink]] == Overview == Budget versions can be locked with or without a password to protect them from being changed. When a budget is locked without a password, no edits are possible until the budget is unlocked through [[Version Control]]. If a budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed. == How to lock a budget == Follow these steps to lock your budgets. # From the BudgetLink '''Menu''', go to '''20. Budget Entry'''; # Click on '''Version Control''' from within the menu; # Click on the '''Version Control''' button and answer any prompt that display; # Select the budget to lock and click '''Edit Version Details'''; # Click on the '''Protection''' tab; # Tick the '''Lock the version and protect it from change'''; # Optionally enter a password, and confirm it; # Click '''OK''' on the Edit Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == * If using BudgetLink's [[Security]] feature, only the Adminstrator can go to Version Control. == Related Topics == [[Budgets]] 60e81f40cf83a6364db4c724b5fccfb86f2bbc43 105 104 2013-08-20T05:54:12Z Nic 2 wikitext text/x-wiki == Overview == Budget versions can be locked with or without a password to protect them from being changed. When a budget is locked without a password, no edits are possible until the budget is unlocked through [[Version Control]]. If a budget is locked with a password, then BudgetLink will request the password before any edits or imports are allowed. == How to lock a budget == [[File:LockBudget.png|300px|thumb|right|Locking budgets within BudgetLink]] Follow these steps to lock your budgets. # From the BudgetLink '''Menu''', go to '''20. Budget Entry'''; # Click on '''Version Control''' from within the menu; # Click on the '''Version Control''' button and answer any prompt that display; # Select the budget to lock and click '''Edit Version Details'''; # Click on the '''Protection''' tab; # Tick the '''Lock the version and protect it from change'''; # Optionally enter a password, and confirm it; # Click '''OK''' on the Edit Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == * If using BudgetLink's [[Security]] feature, only the Adminstrator can go to Version Control. == Related Topics == [[Budgets]] 3e47ee7e98bf74e55aa4c8f574150119e6894ff9 6 51 102 2013-08-20T05:53:10Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 52 107 2013-08-20T06:01:04Z Nic 2 Created page with "== Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. == Notes == == Related Topics == [[Creating a New Budget]] [[L..." wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. == Notes == == Related Topics == [[Creating a New Budget]] [[Locking Budgets]] dc42574f32d0b167d806205fa300a511684fb213 108 107 2013-08-20T06:01:13Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. == Notes == == Related Topics == [[Creating a New Budget]] [[Locking Budgets]] 4277d054dfb98fb7ec8bbc3c509c7132e295f1ae 0 53 109 2013-08-20T06:07:22Z Nic 2 To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets. wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets. == How to Create a New Budget Version == To create a new budget version, follow these instructions. # From the '''Menu''' in BudgetLink, click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click on the '''Version Control''' button and answer any prompt; # Click '''Create New Version''' in the Version Control dialog box that appears; # Choose '''Budget''' as the version to create and click '''ok'''; # Enter a '''Name''' and '''Description''' for your budget; # Enter any additional information, see Related Topics for further information; # Click '''OK''' on the Add Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == == Related Topics == [[Version Control]] [[Locking Budgets]] 4c1a07cc99ab3245d84fdf7424e60dccf3a84722 110 109 2013-08-20T06:07:35Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets. == How to Create a New Budget Version == To create a new budget version, follow these instructions. # From the '''Menu''' in BudgetLink, click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click on the '''Version Control''' button and answer any prompt; # Click '''Create New Version''' in the Version Control dialog box that appears; # Choose '''Budget''' as the version to create and click '''ok'''; # Enter a '''Name''' and '''Description''' for your budget; # Enter any additional information, see Related Topics for further information; # Click '''OK''' on the Add Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == == Related Topics == [[Version Control]] [[Locking Budgets]] 9cac9afae86f8a07e608fa7c279e74452e94b286 112 110 2013-08-20T06:09:10Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets. == How to Create a New Budget Version == [[File:CreateBudget.png|300px|thumb|right|Creating a new Budget in BudgetLink]] To create a new budget version, follow these instructions. # From the '''Menu''' in BudgetLink, click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click on the '''Version Control''' button and answer any prompt; # Click '''Create New Version''' in the Version Control dialog box that appears; # Choose '''Budget''' as the version to create and click '''ok'''; # Enter a '''Name''' and '''Description''' for your budget; # Enter any additional information, see Related Topics for further information; # Click '''OK''' on the Add Version dialogue; # Click '''Close''' on the Version Control dialogue; == Notes == == Related Topics == [[Version Control]] [[Locking Budgets]] 3ba3e4323fcb78d8073ae8f94e4ef7cd2382f97b 118 112 2013-08-20T06:44:54Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a budget can be created including Forecast, Adjusted and Revised budgets. == How to Create a New Budget Version == [[File:CreateBudget.png|300px|thumb|right|Creating a new Budget in BudgetLink]] To create a new budget version, follow these instructions. # From the '''Menu''' in BudgetLink, click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click on the '''Version Control''' button and answer any prompt; # Click '''Create New Version''' in the Version Control dialog box that appears; # Choose '''Budget''' as the version to create and click '''ok'''; # Enter a '''Name''' and '''Description''' for your budget; # Enter any additional information, see Related Topics for further information; # Click '''OK''' on the Add Version dialogue; # Click '''Close''' on the Version Control dialogue; == Video== Comming Soon. == Notes == None. == Related Topics == [[Version Control]] [[Locking Budgets]] 9672ffe61c84a5f153a303d2a39a414a90634296 6 54 111 2013-08-20T06:08:39Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 55 117 2013-08-20T06:42:03Z Nic 2 Created page with "== Overview ==" wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 119 117 2013-08-20T06:56:34Z Nic 2 wikitext text/x-wiki = Entering Budgets into BudgetLink = == Overview == a570fb4087854c323fc1bc1132597c9a98b38c25 120 119 2013-08-20T07:07:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. === Notes === * You do not need to save anything. As soon as the values are entered, they will be written to the database. * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[creating a new budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Use Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] b741b27a84ada38770f0598256d6e0d0475b96c1 121 120 2013-08-20T07:07:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. === Notes === * You do not need to save anything. As soon as the values are entered, they will be written to the database. * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[creating a new budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Use Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] 4e9d7cdbb2a0eba30b870fd265aab602ed3b51d0 122 121 2013-08-20T07:08:23Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[creating a new budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Use Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] 9a6ffd787d35cbe90d8d32bc7498fe00690e44e8 124 122 2013-08-20T07:10:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[creating a new budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Use Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] e787087453ed1509aef5d5409f00fe25cbd25d50 125 124 2013-08-20T07:10:31Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[creating a new budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] 875906b090eccab6b2cbdcda350616d1462ab150 126 125 2013-08-20T07:10:52Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] 81b034b601d283e89ac85952480f65442ff48123 130 126 2013-08-20T07:12:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. == How to Enter Budgets into BudgetLink == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == Advanced Budget Entry == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] [[Importing Budgets]] 58c1c97a091357320c8120c19baaa111cce0642c 6 56 123 2013-08-20T07:09:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 57 131 2013-08-20T07:17:12Z Nic 2 Created page with "== Overview == Budgets can be imported into BudgetLink in a few different ways. == Importing Budgets from a custom spread sheet == If you have taken the time of creating yo..." wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. == Importing Budgets from a custom spread sheet == If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Entering Budgets]] 4c5303162c7b7c73c196683605c55c5d3cafeb94 132 131 2013-08-20T07:18:07Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. == Importing Budgets from a custom spread sheet == If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 2e3801f29a5c1349eac7415f40bfa1b7a66570a3 133 132 2013-08-20T07:18:22Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. == Importing Budgets from a custom spread sheet == If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 6c63361f0f54ff78f290ccde805df4d4d5189c95 0 37 134 72 2013-08-20T09:28:26Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the Customise button; # Select the Filters Tab; # Select each value for each filter; # Click OK and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 7d997ca12a6df56fd5399a4adc43ee2644cb4a42 0 58 135 2013-08-20T09:41:23Z Nic 2 Created page with "== Overview == Periods represent the time period constrained by a [[Financial Year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Qua..." wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == Related Topics == df330bebd52a4aa2ffc105fac24c1f43d39830b9 136 135 2013-08-20T09:41:59Z Nic 2 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == Related Topics == f1e5e3c7134ff8e78cdb350e9f6b656ac3d42bc4 0 59 137 2013-08-20T09:43:22Z Nic 2 Created page with "== Overview == BudgetLink can report on a number of financial years. == Related Topics == [[Periods]]" wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. == Related Topics == [[Periods]] a5143fd20a90589a515254b6a66ac7cf9e652ad9 0 1 138 99 2013-08-20T09:49:22Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] [[MYOB AccountEdge]] [[QuickBooks]] [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 97958a31db56a7d76b05d3510600d95c59157d42 139 138 2013-08-20T09:50:29Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Other Features === [[Auto Upload]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] b3f2d37e32bcd4e6aa837f373cab87019f2bb838 140 139 2013-08-20T09:51:32Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Other Features === [[Auto Upload]] [[Security]] [[Data Warehouses]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 681b3715254183f7eff021d4760ce3c22750c87b 141 140 2013-08-20T09:52:24Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] fc48d5bb3fbccb488a8bb910a6564fec0e41b2d6 142 141 2013-08-20T09:58:51Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 06f56faee11d54e5dd669b9b05b212bb74c5f528 143 142 2013-08-20T09:59:20Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 91d18be3aa26bd0a7f8a91d81a49f0f2a0c6dba2 0 59 144 137 2013-08-20T10:05:43Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for tree financial years (last year, this year, next year), BudgetLink has no such restrictions. == How-To's == === How-to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. If you require BudgetLink to report on additional years, read the [[How to change the numbers of financial years available in BudgetLink]] guide. == Related Topics == [[Periods]] c43a641e9cb7666d345c9a2c7eb855ae1a4a874c 145 144 2013-08-20T10:06:06Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for tree financial years (last year, this year, next year), BudgetLink has no such restrictions. == How-To's == === How-to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. If you require BudgetLink to report on additional years, read the [[How to change the numbers of financial years available in BudgetLink]] guide. == Related Topics == [[Periods]] c681757aa123f046913d56c528d1403282807a60 147 145 2013-08-20T10:13:07Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for tree financial years (last year, this year, next year), BudgetLink has no such restrictions. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. However, BudgetLink can be configured to pull more (or loss) years into memory. Read the [[How to change the numbers of financial years available in BudgetLink]] guide for more information. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == [[Periods]] 88f670c38c353aa995b826f7beaa08aded1846e8 155 147 2013-08-20T10:39:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for tree financial years (last year, this year, next year), BudgetLink has no such restrictions. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. However, BudgetLink can be configured to pull more (or loss) years into memory. Read the [[How to change the numbers of financial years available in BudgetLink]] guide for more information. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Periods]] 148906b52f39492e4e08d40e33feda81113cca8f 0 58 146 136 2013-08-20T10:08:03Z Nic 2 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == How to Guides == None. == Related Topics == 7ddea82ecbbd71d2ec7e91c2d32ed729346f49f8 154 146 2013-08-20T10:38:55Z Nic 2 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == How to Guides == None. == Related Topics == * [[Financial Years]] 962312215a99466fabbe70bcbba2fc6ef5e96acd 0 48 148 129 2013-08-20T10:18:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. == Notes == == Related Topics == [[Creating a New Budget]] [[Entering Budgets]] [[Importing Budgets]] [[Locking Budgets]] 8a21e6c3a11529094ffb7053c51f96e88306a0d8 149 148 2013-08-20T10:22:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. == Notes == None. == Related Topics == * [[Versions]] dd1be3cb2765440ca5198bba0bfb8b14c72cfbfd 150 149 2013-08-20T10:25:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. == Notes == None. == Related Topics == * [[Versions]] c4ecf3eb58eb57a5db75d845edb9fcff22babad1 166 150 2013-08-22T01:16:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. == Notes == None. == Related Topics == * [[Versions]] 6cb7e39734576e132526c8f077430be3c7e5ec84 180 166 2013-08-22T02:24:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. == Notes == None. == Related Topics == * [[Versions]] 0a02a48c58e1917707c657d9781e47a66706ca37 0 47 151 94 2013-08-20T10:30:52Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] 4fb4a628ce3ce2cb78124d34dbe16a8231e9ecf8 0 55 152 130 2013-08-20T10:34:34Z Nic 2 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: financial years, periods, accounts, jobs and categories. To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] [[Importing Budgets]] c59435d68380a5e97b80790ab6bf65e1214430e5 153 152 2013-08-20T10:35:38Z Nic 2 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budge entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] [[Importing Budgets]] b5802b1a126687c2b2e565d88ca53f2ff7a07e2b 186 153 2013-08-22T02:34:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's powerful budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] [[Importing Budgets]] 7bab808f60a046bb3c567483005fd76dc0966fe2 0 57 156 133 2013-08-21T00:01:15Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. === Importing Budgets from a custom spread sheet === If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. === Importing Budgets from a Marked-Up Workbook or template === If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 4c15044cc08c6f8955fdc05b510b3e1299161b93 157 156 2013-08-21T00:01:40Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. === Importing Budgets from a custom spread sheet === If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. === Importing Budgets from a Marked-Up Workbook or template === If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 65e8053f8d45cf19756c400648cc1f8c64808641 158 157 2013-08-21T00:02:34Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. === Importing Budgets from a custom spread sheet === If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. ==== Notes ==== * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. === Importing Budgets from a Marked-Up Workbook or template === If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] c9d4f1e2023dc7d3d9034c9a804e9b27e9b9b4a0 159 158 2013-08-21T00:03:04Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. === Notes ==== * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 842656149a7cbdb5111c0ca604eede054dab1643 161 159 2013-08-21T07:45:55Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing Budgets Dialogue]] If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. === Notes ==== * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 27a290d4453d0b84aa37d8b0f507a5a4eef85af8 162 161 2013-08-21T07:46:19Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing Budgets Dialogue]] If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data. Click '''OK''' when the import is complete. After importing, it is recommended that you review the imported budget data. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] fd6db539e14d9c1f6c2f238462da84f7a49840f0 164 162 2013-08-22T01:07:47Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update budgets without requiring access to BudgetLink (see Creating Budget Templates for more information). The budget data in these marked up workbooks can then easily be imported into BudgetLink. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 0efc7f13000c9cbc30930da6fce0eb38ccb9973c 165 164 2013-08-22T01:09:00Z Nic 2 wikitext text/x-wiki == Overview == Budgets can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update budgets without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] 111653c9f6ae969ebc74f1332b0d0dc62a31158b 187 165 2013-08-22T02:35:03Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your Budgets, follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update budgets without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. == Related Topics == [[Creating Budget Templates]] [[Entering Budgets]] fb58d7485a6b59de5496851023bb46c7fa6316ed 6 60 160 2013-08-21T07:45:23Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 61 163 2013-08-22T01:07:37Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 62 167 2013-08-22T01:50:22Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 63 168 2013-08-22T01:50:34Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 64 169 2013-08-22T01:50:48Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 65 170 2013-08-22T01:51:02Z Nic 2 Created page with "== Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating ..." wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in creating these additional budget versions, data can be copied or moved from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == How to move budget data from one version to another == [[File:MoveBudgetData.png|300px|thumb|right|Moving budget data from one version to another]] To move budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Move''' the source data; # Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After moving your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == How to clear budget data == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data from one version]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == 6254acab823b1bd3612d58e0bf719ad18679f7b4 171 170 2013-08-22T02:01:14Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink has the following facilities. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == How to move budget data from one version to another == [[File:MoveBudgetData.png|300px|thumb|right|Moving budget data from one version to another]] To move budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Move''' the source data; # Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After moving your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == How to clear budget data == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data from one version]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == To assist in creating these additional budget versions, data can be copied or moved from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. Also, if you need to start from scratch, there is the possibility to clear your budget. d961448f2335c75b9756cd75c795f5ee8734b3aa 174 171 2013-08-22T02:10:14Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink has the following facilities. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == How to move budget data from one version to another == [[File:MoveBudgetData.png|300px|thumb|right|Moving budget data from one version to another]] To move budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Move''' the source data; # Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After moving your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == To assist in creating these additional budget versions, data can be copied or moved from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. Also, if you need to start from scratch, there is the possibility to clear your budget. 03e89f8ffb9027d8e37fd6814c1aa693d9092af2 177 174 2013-08-22T02:20:40Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink has the following facilities. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == Related Topics == [[Budgets]] 9c451ded7931184ab1593898a63243a506b90b8c 185 177 2013-08-22T02:29:59Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink provides the following functions. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == Related Topics == [[Budgets]] f92ff59d21c6bdf3f86e566941e2cb75fcc7086c 0 66 172 2013-08-22T02:05:40Z Nic 2 Created page with "== Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budget data == [[File:ClearBudgetData.png|3..." wikitext text/x-wiki == Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budget data == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] d0fcf29f1e53f409d3578c3f3d00ed183753250f 173 172 2013-08-22T02:09:26Z Nic 2 wikitext text/x-wiki == Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budgets == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] 81fcb6055a72e11414f5ac4f1a1bd50ddb6b344a 179 173 2013-08-22T02:23:15Z Nic 2 wikitext text/x-wiki == Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budgets == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the source budget version will be cleared; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] efe2a1b0b5d7a347e5516e92cef1877ac6b5f5e5 0 67 175 2013-08-22T02:16:55Z Nic 2 Created page with "== Overview == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing ..." wikitext text/x-wiki == Overview == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Moving Budgets]] * [[Clearing Budgets]] 2868e0146adf759f2bb751b79ea05e631270c38d 178 175 2013-08-22T02:21:09Z Nic 2 wikitext text/x-wiki == Overview == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Moving Budgets]] * [[Clearing Budgets]] a8df9623a0f1c005360cbdd941b388c736875eac 0 68 176 2013-08-22T02:20:04Z Nic 2 Created page with "== Overview == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. == How to move budget data ..." wikitext text/x-wiki == Overview == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. == How to move budget data from one version to another == [[File:MoveBudgetData.png|300px|thumb|right|Moving budget data from one version to another]] To move budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Move''' the source data; # Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After moving your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Clearing Budgets]] 0e8c2ab5716b4e46cac517fe2795ae935ae660c9 0 52 181 108 2013-08-22T02:26:06Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Create a New Budget]] * [[Modify Budget Data]] == Notes == == Related Topics == [[Creating a New Budget]] [[Locking Budgets]] 902a50a9bb09f1793c9f30fa4374b261d6b601ac 182 181 2013-08-22T02:26:23Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Create New Budget|Create a New Budget]] * [[Modify Budget Data]] == Notes == == Related Topics == [[Creating a New Budget]] [[Locking Budgets]] 2335a2bc1bf2a1c56d14fae9ba604660cfd8c765 183 182 2013-08-22T02:26:58Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Creating a New Budget|Create a New Budget]] * [[Modifying Budget Data|Modify Budget Data]] == Notes == == Related Topics == [[Creating a New Budget]] [[Locking Budgets]] 22851fb99b8c96a0f392f832b4a62ceeba7a561b 184 183 2013-08-22T02:27:49Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] == Related Topics == None. 2860598927f6fc96f32908598364c58efa0b5058 0 57 188 187 2013-08-22T02:35:38Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] aab939752cf4f14d08809b93d10bcb3d8ae2a74e 189 188 2013-08-22T02:36:05Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] dd6aaa1959658d4ac19deae1b5f7289531708f4b 0 1 190 143 2013-08-22T05:47:05Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developped by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] a584cf87ab764845fe755680fc018feefb5d88bf 220 190 2013-08-22T07:16:31Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 3c241e95121cec022ac7a5f231519f2ef42a94fc 221 220 2013-08-22T07:17:55Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] ee588297aadafb524fdf84c668332d1bd4d316c6 223 221 2013-08-22T07:47:02Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 9cac8a705b9f01feceb1fc617c424fc76ebdaeec 224 223 2013-08-22T07:52:25Z Jeff 1 /* Getting Started Guide */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === ==== How to Download BudgetLink ==== === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 1426f5039cb7a1a1d21a3a852acfe655179b8b63 225 224 2013-08-22T07:53:23Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[How to Download BudgetLink]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 759922f30a1ccabadad4b65412b8333370e66c72 226 225 2013-08-22T07:53:57Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[How to Download BudgetLink]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 659a7ec78ec4d3a07eae18071ef9af63c82869c3 227 226 2013-08-22T07:54:08Z Jeff 1 /* Getting Started Guide */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[How to download BudgetLink]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] d525fd1207bd3647c7ef77e783f8179b02103e6a 228 227 2013-08-22T07:54:31Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[How to download BudgetLink]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 84de41dbf605807d8a367f010cbc10d45b81bd05 229 228 2013-08-22T08:01:14Z Jeff 1 /* Getting Started Guide */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[Download]] * [[Install]] * [[Upgrade]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] b30427e23a5ee248edf438813c89565ce2adbac5 230 229 2013-08-22T08:01:27Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Features == === Getting Started Guide === * [[Download]] * [[Install]] * [[Upgrade]] === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] d5cc8c3783d713e8bc4f930ad4a824a13cbf2c67 231 230 2013-08-22T08:02:19Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Download]] * [[Install]] * [[Upgrade]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 7a2688324a97b491acce335080deb27f6c556175 232 231 2013-08-22T08:04:18Z Jeff 1 /* Getting Started */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Download]] * [[Install]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 3c955a1b744fbf56ac3be577c3532c8fa0c15112 233 232 2013-08-22T08:05:10Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Download]] * [[Install]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customise Report|How to customising reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 2fa013d5166813d998efb358b91db28674f9fed1 0 69 191 2013-08-22T05:48:38Z Nic 2 Created page with "== Overview == The purpose of this page is to list various trouble shooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troublesho..." wikitext text/x-wiki == Overview == The purpose of this page is to list various trouble shooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Startup Problems]] f2a021c0558c3f49187123d15caf07ff356cc6e4 197 191 2013-08-22T05:55:22Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various trouble shooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-up Problems]] e002ac07740933a4172b24d71077f6207bb6c2ee 198 197 2013-08-22T05:55:30Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various trouble shooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] a21388a53a9b082ffd4ac7d215b00ecc1f98314a 237 198 2013-08-22T09:55:22Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] 5eb2986f0f61fa7be102972f418a47e5c60deb07 0 70 192 2013-08-22T05:53:04Z Nic 2 Created page with "== Overview == The purpose of this page is to list various topics that will assist you solve startup related problems. == Startup Problems == === BudgetLink opens but doesn..." wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve startup related problems. == Startup Problems == === BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, you may need to add a trusted location. For more information see [[Adding a Trusted Location]]. === BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Excel]] == Related Topics == [[Troubleshooting]] f915ced6c7d68f5b879b2e53fb01032b3447c0ac 193 192 2013-08-22T05:53:37Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve startup related problems. == Startup Problems == == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Excel]] == Related Topics == [[Troubleshooting]] b6eb66bd43820ab5bf1ffac339e7cfec8c1731e4 194 193 2013-08-22T05:54:54Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve start-up related problems. == Start-up Problems == == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Excel]] == Related Topics == [[Troubleshooting]] a44ef9f79208c02868ed67f3498bba8ae0ebdd8b 195 194 2013-08-22T05:55:06Z Nic 2 Nic moved page [[Troubleshooting Startup Problems]] to [[Troubleshooting Start-up Problems]] wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve start-up related problems. == Start-up Problems == == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Excel]] == Related Topics == [[Troubleshooting]] a44ef9f79208c02868ed67f3498bba8ae0ebdd8b 199 195 2013-08-22T05:56:01Z Nic 2 Nic moved page [[Troubleshooting Start-up Problems]] to [[Troubleshooting Start-Up Problems]] wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve start-up related problems. == Start-up Problems == == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Excel]] == Related Topics == [[Troubleshooting]] a44ef9f79208c02868ed67f3498bba8ae0ebdd8b 201 199 2013-08-22T05:58:53Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve start-up related problems. == Start-up Problems == == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == Related Topics == [[Troubleshooting]] 3a189174a1feaa141363cd73c1d71fb40f4c98ec 219 201 2013-08-22T06:53:00Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you solve start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == Related Topics == [[Troubleshooting]] c35035f4d815ad750192064bfc735cf3e6e83796 238 219 2013-08-22T09:55:52Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == Related Topics == [[Troubleshooting]] 63e74902976b3720d3f9ccde00a3cd98bf3fd9d0 0 73 202 2013-08-22T06:06:40Z Nic 2 Created page with "== Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the prope..." wikitext text/x-wiki == Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must reenable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == == How to re-enable disabled items in Microsoft Excel 2010 - 2013 == To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 31bfb8baf8f23cda2fa62400e1984445a895e851 204 202 2013-08-22T06:09:33Z Nic 2 wikitext text/x-wiki == Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must reenable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == == How to re-enable disabled items in Microsoft Excel 2010 - 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 370f18a9b5be97695e4916c8ec0061e6aa65b45b 206 204 2013-08-22T06:13:36Z Nic 2 wikitext text/x-wiki == Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must reenable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2010 - 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 027e914aba6193d64d6ccd916ee532051ed95d9e 212 206 2013-08-22T06:28:49Z Nic 2 wikitext text/x-wiki == Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must re-enable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2010 - 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] efb7e5dce7b04cfb1f13f118e5cc79d48b89d9de 213 212 2013-08-22T06:34:25Z Nic 2 wikitext text/x-wiki == Overview == On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must re-enable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2010 or 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 5185df9e7081770058277c23ac8605cd93226e03 6 74 203 2013-08-22T06:08:46Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 75 205 2013-08-22T06:13:26Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 76 207 2013-08-22T06:16:35Z Nic 2 Created page with "== Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel norma..." wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == == Related Topics == * [[Troubleshooting Start-Up Problems]] a42669409c240121a486e7d1287581565697b210 210 207 2013-08-22T06:27:11Z Nic 2 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[[[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] e34f9a2bde87d8930740e06c3a6f119f33ec21c1 211 210 2013-08-22T06:27:25Z Nic 2 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] 3022c078070c6713c502d53724ccf1de3149fb12 6 77 208 2013-08-22T06:23:00Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 78 209 2013-08-22T06:26:48Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 79 214 2013-08-22T06:38:56Z Nic 2 Created page with "== Overview == While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for th..." wikitext text/x-wiki == Overview == While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. == How to check the version of Microsoft Excel 2010 or 2013 == == Related Topics == * [[Troubleshooting Start-Up Problems]] d253cd55609ae40398677af83eb7ecbe3c6a203b 217 214 2013-08-22T06:46:55Z Nic 2 wikitext text/x-wiki == Overview == While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you will need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. == Related Topics == * [[Troubleshooting Start-Up Problems]] c8d789f2fdb8b204bfeb7e3cd0b665d766404579 218 217 2013-08-22T06:49:24Z Nic 2 wikitext text/x-wiki == Overview == While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you will need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. == Related Topics == * [[Troubleshooting Start-Up Problems]] 597fcc2623048970e30aee0da87a1f350ba0636d 6 80 215 2013-08-22T06:46:34Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 81 216 2013-08-22T06:46:48Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 37 222 134 2013-08-22T07:28:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' Tab; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. dcb2a62a10295abf1a713ae393c6d82c7f13eff7 239 222 2013-08-22T10:22:58Z Nic 2 Nic moved page [[Customise Report]] to [[Customising Reports]] wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' Tab; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. dcb2a62a10295abf1a713ae393c6d82c7f13eff7 8 82 234 2013-08-22T09:51:34Z Nic 2 Created page with " * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons...." wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au|Visit Accounting Addon's Website * BudgetLink Wiki Loinks ** recentchanges-url|recentchanges ** randompage-url|randompage ** portal-url|portal ** currentevents-url|currentevents ** helppage|help * SEARCH * TOOLBOX * LANGUAGES 9a422174f76f9414e12ccb489ad6144cea1a53a0 235 234 2013-08-22T09:51:57Z Nic 2 wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au|Visit Accounting Addon's Website * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage ** portal-url|portal ** currentevents-url|currentevents ** helppage|help * SEARCH * TOOLBOX * LANGUAGES c6d1f060ef379fae82e5ca110c5b94920b543e83 236 235 2013-08-22T09:52:59Z Nic 2 wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage ** portal-url|portal ** currentevents-url|currentevents ** helppage|help * SEARCH * TOOLBOX * LANGUAGES da6f380f97eb41409fde5963135440e6abad1169 0 1 241 233 2013-08-22T10:24:38Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 12c7651a4daa9ecf8f116e4dc6a65c4d0c696f08 245 241 2013-08-22T10:28:07Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 26b725bccffb70cacc28c4a441cbc5ba054ecffa 268 245 2013-08-23T01:15:48Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] d0974549341ba8f2d4a7e235098a92a9f131ae4e 277 268 2013-08-23T01:39:37Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 60a8b7d99851510130956c9927aa4e199f9f812a 278 277 2013-08-23T01:44:41Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] fc7a54f29f9dbbe107d4b146f37a0ce31cd05bc5 279 278 2013-08-23T01:44:49Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 0a950234ac74a84f7b7812ecc9426530b5c1bc99 0 41 242 80 2013-08-22T10:26:26Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] Reports in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] 068c328dfef83b835d5d9d06955a29f9fbeb666f 243 242 2013-08-22T10:26:50Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] 3220d273d2fe977fd3011b3b3190078057ebbc0d 244 243 2013-08-22T10:27:34Z Nic 2 Nic moved page [[Edit Layout]] to [[Editing the layout of reports]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] 3220d273d2fe977fd3011b3b3190078057ebbc0d 8 82 246 236 2013-08-22T10:29:29Z Nic 2 wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/support/consulting-and-support-services/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage ** portal-url|portal ** currentevents-url|currentevents ** helppage|help * SEARCH * TOOLBOX * LANGUAGES 76f145331a8104e140cdb0c5a5fca9725b3b8e14 0 45 247 89 2013-08-22T23:42:02Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to select a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] b09aa5acc8d309654a7b1a520ef4c367e36eef31 248 247 2013-08-22T23:52:29Z Jeff 1 /* How to select a report */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] b6c2e15fa5e6202ab840b27604055cd3825517e8 249 248 2013-08-22T23:54:04Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == Notes == None. == Related Links == * [[How does the menu work]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 2e44ba88897e187df80f08842b380562e7d79353 250 249 2013-08-22T23:56:43Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == The first level of the Menu displays workbooks saved in the BudgetLink System folder Clicking on the menu item opens the workbook and then displays the sheets in that workbook == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 95a8ba3e6b29642586347a20957d76fb419f96f2 251 250 2013-08-22T23:57:37Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == The first level of the Menu displays workbooks saved in the BudgetLink System folder. Clicking on the menu item opens the workbook and then displays the sheets in that workbook == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 884b40c269f8f6270b3712b5b1fe6cfb7dcfcdbb 252 251 2013-08-22T23:58:08Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == The first level of the Menu displays the names of workbooks saved in the BudgetLink System folder. Clicking on the menu item opens the workbook and then displays the sheets in that workbook == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 15f929229af97f921287f8a0dc8260781a3b868c 253 252 2013-08-23T00:07:33Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == When BudgetLink starts the Menu workbook opens and activates the Menu sheet. The Menu Sheet displays a list of Report Packs (or Forms) These Report Packs are Workbooks saved in the [[BudgetLink System Folder]]. Upon clicking a Menu item, the Workbook representing the selected Report Pack opens and activates the Menu sheet in that Workbook The Menu Sheet in a Report Pack displays the Sheets within that Workbook as sub menu items Upon clicking a Sub Menu item the sheet is activated. == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] e08622b4546d85f2081d1aa000f258e1e1479b83 254 253 2013-08-23T00:08:29Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == When BudgetLink starts the Menu workbook opens and activates the Menu sheet. The Menu Sheet displays a list of Report Packs (or Forms). These Report Packs are Workbooks saved in the [[BudgetLink System Folder]]. Upon clicking a Menu item, the Workbook representing the selected Report Pack opens and activates the Menu sheet in that Workbook. The Menu Sheet in a Report Pack displays the Sheets within that Workbook as sub menu items. Upon clicking a Sub Menu item the sheet is activated. == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 6380b2b4051d53fd8f264c937a45b791bf69ba15 255 254 2013-08-23T00:12:53Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu Work == When BudgetLink starts the Menu workbook opens and activates the Worksheet call Menu. The Menu Worksheet a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is either a Report Packs or Forms. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a sub menu of Worksheets in that Workbook. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 69bb36bda9c20d2e06595de2fdc0a1b1c5d4e1b6 256 255 2013-08-23T00:13:12Z Jeff 1 /* How does the Menu Work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu work == When BudgetLink starts the Menu workbook opens and activates the Worksheet call Menu. The Menu Worksheet a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is either a Report Packs or Forms. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a sub menu of Worksheets in that Workbook. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 42028dbf867074894c4ba6c5f493e78298c53d64 257 256 2013-08-23T00:17:05Z Jeff 1 /* How does the Menu work */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to run; # Once the report pack is opened, click on the name of the report to run; # The report will be displayed with data. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] ed91e779b2504c7eb936ef0262a3f840231253d6 258 257 2013-08-23T00:21:30Z Jeff 1 /* How to display report */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 5c1c33121c20396a5303bd0314e0a6e75c6e45d9 259 258 2013-08-23T00:22:02Z Jeff 1 /* How to display report */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 5080e74b6df787a75b1d509b99a2cff9121396a5 260 259 2013-08-23T00:22:31Z Jeff 1 /* How to display report */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] ba318b698d864e34e723d9b19d7f7a289092cbc1 261 260 2013-08-23T00:23:31Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to change what data displays in a Report]] * [[How to change the Layout of a Report]] * [[How to customise the Menu]] * [[Customise Report|How to customise reports]] * [[Edit Layout|How to edit the layouts of reports]] 93bc75c8ad6af7cd2b59c986135f5dd512940a41 262 261 2013-08-23T00:25:45Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Change Report Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to edit the layouts of reports]] 51f9b04011051e6b5482de3812ec2560563eaa7f 263 262 2013-08-23T00:26:55Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Customise Report|How to change what data displays in a Report]] * [[Change Report Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] * [[Edit Layout|How to edit the layouts of reports]] d9f21df8f815d866e4afacaee1a0a9d35faabe49 264 263 2013-08-23T00:28:45Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] 8e60c05876336bc02bc32b6e5ba1216d9feadcd0 265 264 2013-08-23T00:29:43Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Customise Report|How to change what [[data]] displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] 2b74e0420e729c494755b2bd0174d1cf5da8fa72 266 265 2013-08-23T00:30:42Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Customise Report|How to change what displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] bb0d4e055d866e24db1faf9f55b052fcf9e574ae 267 266 2013-08-23T00:31:18Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] * [[How to customise the Menu]] 8e60c05876336bc02bc32b6e5ba1216d9feadcd0 0 84 269 2013-08-23T01:23:43Z Nic 2 Created page with "== Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be ..." wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to Managers or Board Members without them requiring access to BudgetLink. == How to publish reports == To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu of a [[ReportPacks|report pack], all of the reports in that report pack will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] 0a32fa9b7436b08cdc6443c6eb14311469161ef6 271 269 2013-08-23T01:27:26Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to Managers or Board Members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu of a [[ReportPacks|report pack], all of the reports in that report pack will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] 89dd4ced28f50ac35630e0b1e4e7bdc514b1a33f 272 271 2013-08-23T01:30:26Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu of a [[ReportPacks|report pack], all of the reports in that report pack will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] 8682df43f685c85d2526f986f9de7b1a14e696d5 273 272 2013-08-23T01:30:49Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the ''' for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu of a [[ReportPacks|report pack]], all of the reports in that report pack will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] b3d249d64dd5abce3d86c52ec7af0e50bd34a733 274 273 2013-08-23T01:32:24Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu of a [[ReportPacks|report pack]], all of the reports in that report pack will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] 3490dca897caed9f99c4040b4578e460c13fc498 6 85 270 2013-08-23T01:26:59Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 58 275 154 2013-08-23T01:36:49Z Jeff 1 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == How to Guides == None. == Related Topics == * [[Financial Years]] c52e57ddcf53dfd98244699bbdbcbbb4df2a627a 276 275 2013-08-23T01:37:18Z Jeff 1 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods === Months === Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. === Quarters === Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Half-Years === Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Year === The year period represent the total sum of all the activity that occurred within a financial year. === Weeks === Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === 4-Weekly Periods === Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. == How to Guides == None. == Related Topics == * [[Financial Years]] 0a562d4d1be8cd7a1cbbac7bf01fe29ed701bcfc 0 86 280 2013-08-23T01:46:11Z Nic 2 Created page with "== Overview == To start BudgetLink, double click the BudgetLink shortcut that is displayed on your desktop. Alternatively, you may need to browse to the installation folder ..." wikitext text/x-wiki == Overview == To start BudgetLink, double click the BudgetLink shortcut that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. BudgetLink will open in a new session in Excel and the [[Menu]] will appear. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 741930090eaa0d8495a71ce3e6c4cd7c2c6b5dec 282 280 2013-08-23T01:48:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the BudgetLink shortcut that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. BudgetLink will open in a new session in Excel and the [[Menu]] will appear. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 489b623346e08615ce26ceb1007ffc5a45fb7953 6 87 281 2013-08-23T01:47:29Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 69 283 237 2013-08-23T03:19:13Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] 5fb574dfb68f8fce3e18fe9271278c5fd8b63c8c 0 88 284 2013-08-23T03:29:37Z Nic 2 Created page with "== Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == BudgetLink exists ..." wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome window; # On the BudgetLink welcome window, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Once started, the ‘Transfer BudgetLink License’ form will display; # === Step 3: Enter your transfer key === # Start BudgetLink; # Once started, the ‘Transfer BudgetLink License’ form will display; # Send an email to registrations@accountingaddons.com.au requesting a Transfer key and quote both the old serial number and the new serial numbers A transfer key will be generated and emailed back. Allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. Click the “Enter Transfer Key” button Click Enter Registration Key Copy and paste the registration key from the email into the ‘Registration Key’ field above and click OK. When entered correctly the following field will display At the BudgetLink Licensing form Click Close Back to Menu 3247fe6296b8dc2b286724a5d6aa34db9c814591 285 284 2013-08-23T03:38:39Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the Registration Key field and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. ae02052bc15395295d62430b4eab1faea9d3678a 286 285 2013-08-23T03:40:58Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # On the BudgetLink Welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the Registration Key field and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 48ad3bc2d71212a35a22aa9c8277a6486e0d3c4e 288 286 2013-08-23T03:42:49Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink Welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # On the BudgetLink Welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the Registration Key field and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. c091c40bbb03336078e8486b00d91e6d8f130749 6 89 287 2013-08-23T03:41:53Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 90 289 2013-08-23T03:42:52Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 91 290 2013-08-23T03:45:17Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 92 291 2013-08-23T03:45:28Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 88 292 288 2013-08-23T03:47:04Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink Welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # On the BudgetLink Welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the Transfer BudgetLink License; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 0cc1d2511a28d2e26be9fc32249872352f6a25d7 293 292 2013-08-23T03:48:15Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink Welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 0ca144b2dd335374aca6b8fb242a8962a1b0b9b8 294 293 2013-08-23T03:48:44Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location and a transfer key must be obtained. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key; # Enter the Transfer Key into BudgetLink. === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. Be aware that costs may apply. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 6ff1463c454c6039a4a2ba331135a59828f8e1b0 296 294 2013-08-23T03:51:06Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate BudgetLink folder to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. afc5955007535b451252825170103956526e5dc7 318 296 2013-08-23T04:24:04Z Jeff 1 /* Step 1: Move the BudgetLink folder to the new location */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. bb1f7ad7f3996edbc14e6e22f31922323a9d8d02 0 93 295 2013-08-23T03:49:30Z Nic 2 Created page with "== Overview == == Related Topics == [[Moving BudgetLink to a new machine or folder]]" wikitext text/x-wiki == Overview == == Related Topics == [[Moving BudgetLink to a new machine or folder]] df40cfb48a1ffec2f5d00a628136bb8a75e88e63 301 295 2013-08-23T03:57:41Z Nic 2 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. == Related Topics == [[Moving BudgetLink to a new machine or folder]] 4074c0d5b8e1de9f05cb46f8d88d1a9dc771e372 0 69 297 283 2013-08-23T03:52:15Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] df07082648327b584e3ec7d7c944abe8e5a30b50 0 94 298 2013-08-23T03:52:33Z Nic 2 Created page with "== Overview ==" wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 299 298 2013-08-23T03:53:24Z Nic 2 wikitext text/x-wiki == Overview == [[Troubleshooting folder permissions]] 08dca3c5931be19464a916f42e1b27818f18f6ea 0 95 300 2013-08-23T03:56:01Z Nic 2 Created page with "== Overview == For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings ..." wikitext text/x-wiki == Overview == For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]]. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. 05a4f1f3b57db34422f69773ce512c9fe62e5c92 306 300 2013-08-23T04:08:40Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]]. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. cb949ea2913d1808432cee01d3b509d705b5e017 0 70 302 238 2013-08-23T03:59:23Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == If BudgetLink starts but complains about read or write permissiosn, read the following guides. [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] f22c0427ba6d9e0142b4a6a987b177c20844b27c 303 302 2013-08-23T03:59:33Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] fdf1e3cfadfb9c7b5c86401c4a7e151b48642962 305 303 2013-08-23T04:08:26Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] ef80bb53d2afbb046c6d72bda256d125187e392a 309 305 2013-08-23T04:12:15Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] 729167120130eaa7f2bc589a20806aecb2c04373 312 309 2013-08-23T04:13:07Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] 00d215d5985e4918766f7ce53a01ad916dec1de6 313 312 2013-08-23T04:13:17Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] 57c1aa7b1d47c1a208ec6f63e923f8d0f9b29d54 333 313 2013-08-25T23:43:32Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] ec6639e952581a4f1028a3a878d0eeb07b1c8b7d 6 96 304 2013-08-23T04:07:42Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 86 307 282 2013-08-23T04:09:50Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the BudgetLink shortcut that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. BudgetLink will open in a new session in Excel and the [[Menu]] will appear. If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 33ba702fe159c8ba70e2528765549c2306df010b 332 307 2013-08-23T04:53:47Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. BudgetLink will open in a new session in Excel and the [[Menu]] will appear. If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 0f203af20f268dc0b4ad49fd0f018e5aa46d7724 6 97 308 2013-08-23T04:11:41Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 73 310 213 2013-08-23T04:12:30Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must re-enable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2010 or 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 26779456c6176ccd9580f395110f4a0285d80789 0 79 311 218 2013-08-23T04:12:47Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you will need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. == Related Topics == * [[Troubleshooting Start-Up Problems]] 554fc5f22e8880c5774af6d075fedca7e9fb519b 0 98 314 2013-08-23T04:16:55Z Nic 2 Created page with "== Overview == Comments can be entered in the '''Notes''' column available in selected reports, for example in the [[Budget Variance by Month Report]] of the [[Profit and Los..." wikitext text/x-wiki == Overview == Comments can be entered in the '''Notes''' column available in selected reports, for example in the [[Budget Variance by Month Report]] of the [[Profit and Loss Report Pack]]. These comments are stored in the database against the variance and will display on all other reports where the same variance value is displayed. The advantage of comments entered in the '''Notes''' column is that they can be read when the report is printed. == How to enter comments or notes == To enter comments, type into the yellow cells of any comments column. The text entered will be automatically saved. === Notes === * You do not need to save the workbook at all. The comments will be redisplayed the next time you run the report and choose the same customised parameters. == Related Topics == 490af4c1084b7bc23cf3b578e8ad7ecba132dca7 0 99 315 2013-08-23T04:21:11Z Nic 2 Created page with "Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard ..." wikitext text/x-wiki Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| |+ Account Type || Value Formula || Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |} Liability Budget - Actual (Budget - Actual) / Budget Equity Budget - Actual (Budget - Actual) / Budget Income Actual - Budget (Actual - Budget) / Budget Cost of Sales Budget - Actual (Budget - Actual) / Budget Expenses Budget - Actual (Budget - Actual) / Budget Other Income Actual - Budget (Actual - Budget) / Budget Other Expenses Budget - Actual (Budget - Actual) / Budget The example below shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. Back to Menu 6e360db8a6c5726532daf65f53035646677a565d 316 315 2013-08-23T04:22:15Z Nic 2 wikitext text/x-wiki Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |} Liability Budget - Actual (Budget - Actual) / Budget Equity Budget - Actual (Budget - Actual) / Budget Income Actual - Budget (Actual - Budget) / Budget Cost of Sales Budget - Actual (Budget - Actual) / Budget Expenses Budget - Actual (Budget - Actual) / Budget Other Income Actual - Budget (Actual - Budget) / Budget Other Expenses Budget - Actual (Budget - Actual) / Budget The example below shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. Back to Menu 2fb990ffa9b89ac1136aee0022f0c0382e84962a 317 316 2013-08-23T04:23:07Z Nic 2 wikitext text/x-wiki Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| class="wikitable" |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |} Liability Budget - Actual (Budget - Actual) / Budget Equity Budget - Actual (Budget - Actual) / Budget Income Actual - Budget (Actual - Budget) / Budget Cost of Sales Budget - Actual (Budget - Actual) / Budget Expenses Budget - Actual (Budget - Actual) / Budget Other Income Actual - Budget (Actual - Budget) / Budget Other Expenses Budget - Actual (Budget - Actual) / Budget The example below shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. Back to Menu 7b9e9c4c54de0a19817d826cac683eebf0e24dac 320 317 2013-08-23T04:26:39Z Nic 2 wikitext text/x-wiki Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| class="wikitable" |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |Liability | Budget - Actual | (Budget - Actual) / Budget |- |Equity | Budget - Actual | (Budget - Actual) / Budget |- |Income | Actual - Budget | (Actual - Budget) / Budget |- |Cost of Sales | Budget - Actual | (Budget - Actual) / Budget |- |Expenses | Budget - Actual | (Budget - Actual) / Budget |- |Other Income | Actual - Budget | (Actual - Budget) / Budget |- |Other Expenses | Budget - Actual | (Budget - Actual) / Budget |} The example below shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. Back to Menu 031849958d2a20e896c5a13815376232c45ab989 321 320 2013-08-23T04:27:12Z Nic 2 wikitext text/x-wiki Calculation of Variances In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| class="wikitable" |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |Liability || Budget - Actual || (Budget - Actual) / Budget |- |Equity || Budget - Actual || (Budget - Actual) / Budget |- |Income || Actual - Budget || (Actual - Budget) / Budget |- |Cost of Sales || Budget - Actual || (Budget - Actual) / Budget |- |Expenses || Budget - Actual || (Budget - Actual) / Budget |- |Other Income || Actual - Budget || (Actual - Budget) / Budget |- |Other Expenses || Budget - Actual || (Budget - Actual) / Budget |} The example below shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. Back to Menu fc373112e4f8683542e2b1f7aa41f8a9865da0cf 324 321 2013-08-23T04:29:42Z Nic 2 wikitext text/x-wiki In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. {| class="wikitable" |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |Liability || Budget - Actual || (Budget - Actual) / Budget |- |Equity || Budget - Actual || (Budget - Actual) / Budget |- |Income || Actual - Budget || (Actual - Budget) / Budget |- |Cost of Sales || Budget - Actual || (Budget - Actual) / Budget |- |Expenses || Budget - Actual || (Budget - Actual) / Budget |- |Other Income || Actual - Budget || (Actual - Budget) / Budget |- |Other Expenses || Budget - Actual || (Budget - Actual) / Budget |} The example shows how these formulas are applied in a Profit and Loss report. [[File:VariancesExample.png|300px|thumb|right|Variances Example]] For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. 9cd0835812825e28d977a71babfc8f426f6b99d5 325 324 2013-08-23T04:30:10Z Nic 2 wikitext text/x-wiki In a number of BudgetLink reports, variances between Actual and Budget values are calculated. There are two types of variance calculations: Standard and Impact. The Standard variance calculation is used in MYOB and it is the same for all account types (Actual - Budget). The Impact variance calculation is the default used in BudgetLink reports and it differs for account types such that variances that have a negative impact on the business are displayed as negative values and those with a positive impact are displayed as positive values. The Impact variance calculation by account type is shown below. [[File:VariancesExample.png|400px|thumb|right|Variances Example]] {| class="wikitable" |+ Variances Calculations !Account Type !! Value Formula !! Percentage Formula |- |Asset || Actual - Budget || (Actual - Budget) / Budget |- |Liability || Budget - Actual || (Budget - Actual) / Budget |- |Equity || Budget - Actual || (Budget - Actual) / Budget |- |Income || Actual - Budget || (Actual - Budget) / Budget |- |Cost of Sales || Budget - Actual || (Budget - Actual) / Budget |- |Expenses || Budget - Actual || (Budget - Actual) / Budget |- |Other Income || Actual - Budget || (Actual - Budget) / Budget |- |Other Expenses || Budget - Actual || (Budget - Actual) / Budget |} The example shows how these formulas are applied in a Profit and Loss report. For an Income account, if the Actual value is greater than the Budget value, then the Variance is calculated as a positive as earnings were higher than expected and this has a positive impact on the business. However, for a Cost of Sales account, if the Actual value is greater than the Budget value, then the Variance is calculated as a negative as the cost was greater than expected and this has a negative impact on the business. If you would like to change the calculation from Impact to Standard in your BudgetLink reports, please contact Accounting Addons for more information. 69c5425c441540ce3695c2c708d2e3d9f16e414a 0 100 319 2013-08-23T04:26:15Z Jeff 1 Created page with "--Overview-- The exists as series of files and folders within a BudgetLink folder Upon installation the default path for the BudgetLink folder is the Drive ---Related---" wikitext text/x-wiki --Overview-- The exists as series of files and folders within a BudgetLink folder Upon installation the default path for the BudgetLink folder is the Drive ---Related--- 732b2b88a5585a516805d38c3c125d4556b6c2a5 323 319 2013-08-23T04:29:36Z Jeff 1 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a BudgetLink folder. During installation the default path for the BudgetLink folder is the C Drive. The default file name is BudgetLink v9.9.9 The BudgetLink folder contains a [[System|BudgetLink System Folder]] folder === Related === 7496938cddd38ff839db065411780cc6440894a7 326 323 2013-08-23T04:36:27Z Jeff 1 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C Drive. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3. === What does the BudgetLink folder contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] folder === Related === d0cc498fa07f859c95ea7520cd3f38edb41f0be7 327 326 2013-08-23T04:37:02Z Jeff 1 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C Drive. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3. === What does it contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] folder === Related === 452bf235133a99e472e12b9e09e840b61d0a0367 328 327 2013-08-23T04:40:15Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 === How to locate the BudgetLink folder === ==== If BudgetLink is open ==== ==== If BudgetLink is not open ==== === What does it contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] folder === Related === d0f07a6c1d8cdfed66e0723ed472b3ad6f31ceda 329 328 2013-08-23T04:49:29Z Jeff 1 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 === How to locate the BudgetLink folder === ==== If BudgetLink is open ==== # From the [[BudgetLink Menu]] click Help # From the [[BudgetLink Help Menu]] click Links # From the [[BudgetLink Help Links Menu]] click BudgetLink folder ==== If BudgetLink is not open ==== Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field === What does it contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] folder === Related === 047db92d213c901fe409febc4ba49d7557000f9f 330 329 2013-08-23T04:50:24Z Jeff 1 /* How to locate the BudgetLink folder */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 === How to locate the BudgetLink Folder === ==== If BudgetLink is open ==== # From the [[BudgetLink Menu]] click Help # From the [[BudgetLink Help Menu]] click Links # From the [[BudgetLink Help Links Menu]] click BudgetLink folder ==== If BudgetLink is not open ==== Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field === What does it contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] folder === Related === 4883ad49c2ee7d6aea8900fa2c9be7d21afc18b8 331 330 2013-08-23T04:51:02Z Jeff 1 /* What does it contain */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 === How to locate the BudgetLink Folder === ==== If BudgetLink is open ==== # From the [[BudgetLink Menu]] click Help # From the [[BudgetLink Help Menu]] click Links # From the [[BudgetLink Help Links Menu]] click BudgetLink folder ==== If BudgetLink is not open ==== Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field === What does it contain === # [[BudgetLink.exe]] # [[BudgetLink System Folder]] === Related === 014b6080c18531923f5ba457571bbb92b6d81fe8 6 101 322 2013-08-23T04:28:13Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 102 334 2013-08-25T23:46:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 103 335 2013-08-25T23:52:57Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 104 336 2013-08-25T23:53:20Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 105 337 2013-08-25T23:54:53Z Nic 2 Created page with "== Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExce..." wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] If the following '''Security Warning''' appears when you open BudgetLink, click '''Enable Content'''. [[File:AddTrustedPublishExcel2007.png|300px|thumb|right|Security Alert]] If the following '''Security Alert''' appears, select '''Trust all documents from this publisher''' and click '''OK'''. Back to Menu 0b287fe50a9e6e6bf12b45bfaf6a9db072505d9f 338 337 2013-08-25T23:57:32Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|frame|Security Warning]] If the following '''Security Warning''' appears when you open BudgetLink, click '''Enable Content'''. [[File:AddTrustedPublisherExcel2007.png|300px|frame|Security Alert]] If the following '''Security Alert''' appears, select '''Trust all documents from this publisher''' and click '''OK'''. == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] 7c574d5afc6c75fcaf053aead2edccbd80453e10 339 338 2013-08-25T23:58:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|left|frame|Security Warning]] If the following '''Security Warning''' appears when you open BudgetLink, click '''Enable Content'''. [[File:AddTrustedPublisherExcel2007.png|300px|left|frame|Security Alert]] If the following '''Security Alert''' appears, select '''Trust all documents from this publisher''' and click '''OK'''. == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] 9024757e653a5da74382a39fbb656ffb5f608c7c 340 339 2013-08-25T23:59:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] If the following '''Security Warning''' appears when you open BudgetLink, click '''Enable Content'''. [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] If the following '''Security Alert''' appears, select '''Trust all documents from this publisher''' and click '''OK'''. == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] 576069938f8ec79ac29940cfbbfe2b93037c202f 0 105 341 340 2013-08-26T00:05:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', click '''Enable Content'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] 4256ac634e1fd4847d3ff8deddb0147ae5a42ee1 342 341 2013-08-26T00:06:30Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', click '''Enable Content'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] d186b0120cda293e19646faee4efada6c1e0f9b1 0 37 343 239 2013-08-26T00:07:40Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' Tab; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 056b9f2be6ccb4d894882a6603c0ead6e0a73119 0 41 344 244 2013-08-26T00:08:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] 03d2b3dd204b304e0bd12062e360d07024f4ca47 0 47 345 151 2013-08-26T00:08:42Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] 0c760aee99ded17f50ef89cec19d48af448b63c8 0 106 346 2013-08-26T00:27:43Z Nic 2 Created page with "== Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers i..." wikitext text/x-wiki == Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets from a Marked Up Workbook]] for more information. To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data. == How to create a budget template == To create a budget template, follow these steps. # From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry'''; # Click the '''Customise''' button and select the ''budget version''' and the ''financial year'''; # Click '''OK''' to refresh the Budget Entry screen; # Click the '''Create Template''' button; # To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK'''; # Select the categories or jobs if prompted and click '''OK'''; # Once the templates have been created, click '''OK'''; You can then save or email the template to your managers to fill in and [[Importing Budgets from a Marked Up Workbook|import]] them into BudgetLink once they are returned to you. === Notes === * When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs. * Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only. == Relates Topics == [[Importing Budgets]] 5d748c4bed02894d4a01cc8c4a8f4e71d16c75de 347 346 2013-08-26T00:28:37Z Nic 2 wikitext text/x-wiki == Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets|Importing Budgets from a Marked Up Workbook]] for more information. To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data. == How to create a budget template == To create a budget template, follow these steps. # From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry'''; # Click the '''Customise''' button and select the ''budget version''' and the ''financial year'''; # Click '''OK''' to refresh the Budget Entry screen; # Click the '''Create Template''' button; # To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK'''; # Select the categories or jobs if prompted and click '''OK'''; # Once the templates have been created, click '''OK'''; You can then save or email the template to your managers to fill in and [[Importing Budgets|import]] them into BudgetLink once they are returned to you. === Notes === * When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs. * Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only. == Relates Topics == None. 115d8c7290dc7e41d570382ff4d40dda3bc22dad 348 347 2013-08-26T00:29:46Z Nic 2 wikitext text/x-wiki == Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets|Importing Budgets from a Marked Up Workbook]] for more information. To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data. == How to create a budget template == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Template]] To create a budget template, follow these steps. # From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry'''; # Click the '''Customise''' button and select the ''budget version''' and the ''financial year'''; # Click '''OK''' to refresh the Budget Entry screen; # Click the '''Create Template''' button; # To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK'''; # Select the categories or jobs if prompted and click '''OK'''; # Once the templates have been created, click '''OK'''; You can then save or email the template to your managers to fill in and [[Importing Budgets|import]] them into BudgetLink once they are returned to you. === Notes === * When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs. * Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only. == Relates Topics == None. 2832719aae7639beb553d8ad454723c88ee1b7e8 0 76 349 211 2013-08-26T01:15:22Z Nic 2 wikitext text/x-wiki [[Categories:How To]] == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] 72f782d4e8fb3b3d94c166a51af54f82e2153710 350 349 2013-08-26T01:15:39Z Nic 2 wikitext text/x-wiki [[Category:How To]] == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] ab65a2ef6f95da00b4f68b7a64c215ef46178f43 351 350 2013-08-26T01:16:18Z Nic 2 wikitext text/x-wiki [[Category:Troubleshooting]] == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] 7f455c6fef64112aac671773f0ced9d7322469fd 6 107 352 2013-08-26T01:36:19Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 108 353 2013-08-26T01:36:31Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 109 354 2013-08-26T01:36:48Z Nic 2 Created page with "== Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated MYOB Tables. The databases can either be ..." wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated MYOB Tables. The databases can either be Microsot Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the defined tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additioanl queries or business logic you need. <br clear=all> === Notes === * The new data warehouse will appear in the [[BudgetLink System folder]]. Back to Menu fa880df530f0cb12757fa2827df453989c1e75a4 355 354 2013-08-26T01:37:27Z Nic 2 wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated MYOB Tables. The databases can either be Microsot Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the defined tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additioanl queries or business logic you need. <br clear=all> == Related Topics == None. d75cc2fcdcd947fe7a52fb46f65a632704df8015 356 355 2013-08-26T01:38:16Z Nic 2 wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated tables from your accounting product. The databases can either be Microsot Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the chosen tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additioanl queries or business logic you need. <br clear=all> == Related Topics == None. f48c30f858e98eaea5bba1a27dce2e829cc01f23 0 1 357 279 2013-08-26T01:40:43Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] f5b8fdb055aebbdbb05efa51899834f3e8cde1b0 383 357 2013-08-28T00:02:50Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 4c2cc002c3f5cb4ffa1f81bf42fd5029919a2aa4 385 383 2013-08-28T00:03:04Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 38fba19112096e85df15a7402eab5f708012e73d 0 110 358 2013-08-26T01:48:14Z Nic 2 Created page with "== Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual], [[Cash|cash]] or [..." wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. To use the drilldown functionality, simply customise your report. Once your report displays the values you are interested in, you can double click on any value that isn’t a calculated value. BudgetLink will open the drilldown module and display the detailed information that makes up this value. Note that you cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. From the drilldown screen, you can refine the values you are looking at by clicking on the red arrow filters and changing the values. Once done, click Refresh to display your refined selections. When you want to return to your report, simply click on the blue arrow. Back to Menu d67816a0dfcc4a14174ffea9596c9725e7a57eef 359 358 2013-08-26T03:16:32Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. To use the drilldown functionality, simply customise your report. Once your report displays the values you are interested in, you can double click on any value that isn’t a calculated value. BudgetLink will open the drilldown module and display the detailed information that makes up this value. Note that you cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. From the drilldown screen, you can refine the values you are looking at by clicking on the red arrow filters and changing the values. Once done, click Refresh to display your refined selections. When you want to return to your report, simply click on the blue arrow. Back to Menu f0f86cd59cf3e2c1e56138c836d64d266c01511e 390 359 2013-08-28T00:15:47Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the [[Drillown|drilldown]] functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. == How to Drilldown == To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. 9ae966e28a0e9b74680f1024483539eaf9cb2808 0 111 360 2013-08-27T23:29:22Z Jeff 1 Created page with " # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download]" wikitext text/x-wiki # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download] f6b03df92e3f777e9d2de5db8c4a642bfbc88c79 361 360 2013-08-27T23:30:31Z Jeff 1 wikitext text/x-wiki === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download] to goto the BudgetLink Download Page 7a60a37429267004510e56dd8702f56d8a76ada8 362 361 2013-08-27T23:31:03Z Jeff 1 wikitext text/x-wiki === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download] to goto the BudgetLink Download Page # Complete the download form and click Submit 255d200e45fb870bfa1e3bca657c508fbbd72cc8 363 362 2013-08-27T23:32:58Z Jeff 1 wikitext text/x-wiki === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Page] to goto the BudgetLink Download Form # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the download link in the email 49cd3ed8dcb2ea7bd872fac5b415558dce379bc3 364 363 2013-08-27T23:37:22Z Jeff 1 wikitext text/x-wiki === Background The BudgetLink installer is a Winzip self extractor file It has been uploaded onto our server ready for download === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Page] to goto the BudgetLink Download Form # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # When the download is complete click Run to start the Installer # 600de6c529b0c7730852df14393847e0f729b587 365 364 2013-08-27T23:43:30Z Jeff 1 wikitext text/x-wiki === Background The BudgetLink installer is a Winzip self extractor file It has been uploaded onto our server ready for download This location of the installer file will be sent to you once you complete the download form === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Page] to goto the BudgetLink Download Form # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == Where to Install BudgetLink 04f74d905758041af19850f2064e987c0172face 366 365 2013-08-27T23:44:38Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file It has been uploaded onto our server ready for download This location of the installer file will be sent to you once you complete the download form === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Page] to goto the BudgetLink Download Form # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == Where to Install BudgetLink 2f97c23cffffcdb1e883c88fa259e7f19ccecad7 367 366 2013-08-27T23:45:27Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It has been uploaded onto our server ready for download. The location of the installer file will be emailed to you once you complete the download form. Follow the instructions below to download BudgetLink === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Page] to goto the BudgetLink Download Form # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == Where to Install BudgetLink f4f88df69566993dd498ff9e77c19b91b2ce5f62 368 367 2013-08-27T23:46:26Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It has been uploaded onto our server ready for download. The location of the installer file will be emailed to you once you complete the download form. Follow the instructions below to download BudgetLink === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink download form] # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == Where to Install BudgetLink f0ff9c6ddc569d012be0668346317eeba5b4b07a 369 368 2013-08-27T23:51:19Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink download form] # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == Installing BudgetLink Where to Install BudgetLink c6833531cd56bffd83b010218ca06ba78d8bf63b 370 369 2013-08-27T23:51:37Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Process === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink download form] # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] Where to Install BudgetLink 7c8e208b61701ac299525e64e66b754aef3dcea1 371 370 2013-08-27T23:52:13Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click on on this link [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] Where to Install BudgetLink 7d176877625bca4632daf7943d2d98e6aaebfe8a 372 371 2013-08-27T23:52:41Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the download form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] Where to Install BudgetLink 6bcb910444239be5403c8ab31bd5129e89bada6d 373 372 2013-08-27T23:52:58Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a download link # Click on the BudgetLink.exe link in the email to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] Where to Install BudgetLink ab38243a35cb5c965a22762f7072b083307c4657 374 373 2013-08-27T23:53:38Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] Where to Install BudgetLink dcecf15c07af7c3e78c3f18d00a0b700c52c799f 375 374 2013-08-27T23:54:06Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install The == Related == [[Installing BudgetLink]] de4a13a79738027fa92b2cc2c0fb1de5ab4053c6 376 375 2013-08-27T23:54:31Z Jeff 1 wikitext text/x-wiki === Background === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == [[Installing BudgetLink]] f577f67037b6038881b7584ab58cc2b0d292d48b 379 376 2013-08-27T23:59:01Z Nic 2 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == [[Installing BudgetLink]] bd7797c6ba8de6684a9c11487762dfa4c6bec83d 380 379 2013-08-28T00:00:26Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] [[Installing BudgetLink]] 8c220ea96d8184911b99f1ac0d8db144e954d4b5 381 380 2013-08-28T00:00:54Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the installer file will be emailed to you once you complete the BudgetLink Download Form. Follow the steps below to download BudgetLink === Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] * [[Installing BudgetLink]] 3a646cbef1d6d26939a7b0642a2d79b09e7ee1d9 382 381 2013-08-28T00:02:13Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] * [[Installing BudgetLink]] 930082192d9166efe9582b84a2ba28704af79a71 384 382 2013-08-28T00:02:59Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to the email address entered in the form. It will contain a BudgetLink.exe link # Click on the link to start the download == Related == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] * [[Installing BudgetLink]] e18e8210b624c92f954a4e28964c102cca759fa7 386 384 2013-08-28T00:03:41Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] * [[Installing BudgetLink]] 930082192d9166efe9582b84a2ba28704af79a71 387 386 2013-08-28T00:05:06Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ BudgetLink Download Form] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[Installing BudgetLink]] * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 504e016e5c6515b14a06acc01732a3ada2d19c7c 388 387 2013-08-28T00:06:04Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[Installing BudgetLink]] * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 99eec867349cb321d5c0569d70a3c1b17598a457 389 388 2013-08-28T00:09:28Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download == Related == * [[Installing BudgetLink|Install BudgetLink]] * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 76b7de3981d29561dafcab34e1cf221555bb23f8 0 93 377 301 2013-08-27T23:55:18Z Jeff 1 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Steps === # [[Download BudgetLink]] # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install == Related Topics == [[Moving BudgetLink to a new machine or folder]] 452a4b82dc507fa678feb0e400113027ec173c5c 378 377 2013-08-27T23:57:35Z Jeff 1 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # Once downloaded click the file to run the BudgetLink installer # Choose Run to display the Winzip Self Extractor # At the Unzip to folder: field the default path is C:\BudgetLink (Version Number). We suggest that you install == Related Topics == [[Moving BudgetLink to a new machine or folder]] 96fe3e27845c7c98cd77503934677c154a028b85 0 93 391 378 2013-08-28T00:16:48Z Jeff 1 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the location to install BudgetLink]] == Related Topics == [[Where to Install BudgetLink]] [[Moving BudgetLink to a new machine or folder]] 3eb91a8ac415d6401b3d742dfa8b4c8a18fa472a 397 391 2013-08-28T00:36:18Z Jeff 1 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click Do not display this warning again and click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink]] form will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == [[Upgrading BudgetLink]] [[Moving BudgetLink to a new machine or folder]] 0e32a073973f2cf1885406b79f6f3e8505105d41 407 397 2013-08-28T00:52:59Z Jeff 1 wikitext text/x-wiki == Overview == === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click Do not display this warning again and click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink]] form will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 65bce89e42f74e8060f56a49dc657901a45d87b4 408 407 2013-08-28T00:54:19Z Jeff 1 wikitext text/x-wiki == Overview == === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click Do not display this warning again and click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink]] form will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 0e8dad7894ecfca25c97a2464188556e3b46a4ca 410 408 2013-08-28T00:55:50Z Jeff 1 wikitext text/x-wiki == Overview == === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink]] form will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] ebe0e078de89a18790d7b509ab207e501734536e 413 410 2013-08-28T01:02:34Z Jeff 1 wikitext text/x-wiki == Overview == === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 66e4ebe2b3667ea9a642de7416fd626f09b53595 6 112 392 2013-08-28T00:21:23Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 110 393 390 2013-08-28T00:21:42Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the [[Drillown|drilldown]] functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. 71cb5b7b176256a8766d124207f73a8959366c77 394 393 2013-08-28T00:22:05Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the [[Drillown|drilldown]] functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. <br clear=all> == Related Topics == c83439f0029166411fb1fb0d5e27556182220a83 0 1 395 385 2013-08-28T00:23:31Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[XERO]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 18aa4b6d39833cc2178ac47533f86b87b69ea9ec 0 113 396 2013-08-28T00:29:21Z Nic 2 Created page with "== Overview == The formatting of all values and text in BudgetLink reports has been set to defaults that can be easily changed by the user. For example, no decimal places are..." wikitext text/x-wiki == Overview == The formatting of all values and text in BudgetLink reports has been set to defaults that can be easily changed by the user. For example, no decimal places are displayed for values by default, but this can be modified to display two decimal places if desired. The following styles have been used to apply the formatting to different components of the reports. * BLReportTitle * BLReportFilter * BLReportHeader * BLAccountName * BLSubTotalName * BLValue * BLVarianceValue * BLVariancePercentage * BLValueSubTotal * BLVarianceSubTotal * BLVariancePercentageSubTotal * BLComments == How to edit styles in BudgetLink running on Microsoft Excel == Follow these instructions to edit the styles of report. Please note that BudgetLink simply leverages what Microsoft Excel provides as standard functionality. As such, these steps can be used for any Excel spreadsheet. # Click '''Cell Styles''' in the '''Styles''' section of the '''Home''' tab; # Right click on the desired style name; # Click '''Modify'''; # Click '''Format'''' # Update the style as required and click '''OK'''; # Save the report by clicking on the '''File''' Menu, choosing '''Save''', then choosing '''Update''' when prompted. Ensure that you only modify elements that are included in the selected style. === Notes === * The report must be saved to ensure that the changes are applied the next time the report is opened. From the File menu click Save and then click Update to save the template structure. * Changing report formatting as described above will only affect the display of values and text in the selected report. There is functionality available that will enable you to change the display of values and text in all of your standard reports at once. Please contact Accounting Addons for more information. == Related Topics == a0f7cc9432c4988208aa0a410ac9ff667f157b9e 0 111 398 389 2013-08-28T00:37:48Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe will appear at the bottom of your web Browser == Related == * [[Installing BudgetLink|Install BudgetLink]] * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] fa2b38f17b4cf386503ae23efbe64dcb5d51c263 399 398 2013-08-28T00:38:10Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser == Related == * [[Installing BudgetLink|Install BudgetLink]] * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 9c547362ea0997ee649dac386ddd61efe7382a13 400 399 2013-08-28T00:38:35Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. === Download Steps === # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser # [[Installing BudgetLink|Install BudgetLink]] == Related == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 4f7a57df905b0a132b3ac10df86867a0f6bac5d4 0 114 401 2013-08-28T00:41:15Z Jeff 1 Created page with "=== Overview === The BudgetLink Installer is a Winzip Self Extractor file It Excel workbooks, Excel Addins and Access Database files in folders After extracting the files in t..." wikitext text/x-wiki === Overview === The BudgetLink Installer is a Winzip Self Extractor file It Excel workbooks, Excel Addins and Access Database files in folders After extracting the files in the chosen location, BudgetLink will start 092d9dd4b02448b07f13ae736051a1684d4f4255 402 401 2013-08-28T00:46:27Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink Installer is a Winzip Self Extractor file. It contains [[Excel Workbooks]], [[Excel Addins]],[[Access Databases]] and a [[BudgetLink.exe]] file in folders. After extracting the files folders in the chosen location, the BudgetLink.exe will run a196f0a357bdb1743fefcec0946f51903dca0b8b 403 402 2013-08-28T00:46:39Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink Installer is a Winzip Self Extractor file. It contains [[Excel Workbooks]], [[Excel Addins]], [[Access Databases]] and a [[BudgetLink.exe]] file in folders. After extracting the files folders in the chosen location, the BudgetLink.exe will run 9197ebebf2abe2e35035797648edc2ff18eaccba 404 403 2013-08-28T00:48:16Z Jeff 1 wikitext text/x-wiki === Overview === The BudgetLink Installer is a Winzip Self Extractor file which contains [[Excel Workbooks]], [[Excel Addins]], [[Access Databases]] and a [[BudgetLink.exe]] file in folders. After extracting the files to the installation folder, BudgetLink will start 888bc05ae1b32ab12eca535b967e273d9b130d0a 0 115 405 2013-08-28T00:51:34Z Jeff 1 Created page with "=== Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view we suggest that use this folder unless you want multiple people to use t..." wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view we suggest that use this folder unless you want multiple people to use the solution and you have a server. 73ac4ff3dba494dc99295fce65821a3a17ffee0f 406 405 2013-08-28T00:52:37Z Jeff 1 wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view we suggest that use this folder unless you want multiple people to use the solution and you have a server. === Related === [[Installing BudgetLink]] f2a4437ccfa22f70f674b969a2c17a60f23065c7 409 406 2013-08-28T00:54:34Z Jeff 1 wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view we suggest that use this folder unless you want multiple people to use the solution and you have a server. === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] 1110e9684c75215dd6ef53fca7edb769416a0b7a 0 116 411 2013-08-28T01:00:55Z Jeff 1 Created page with "== Overview == The [[BudgetLink Program]] contains Excel Addins. In some cases existing other Excel Addins already installed can cause conflicts with BudgetLink This message ..." wikitext text/x-wiki == Overview == The [[BudgetLink Program]] contains Excel Addins. In some cases existing other Excel Addins already installed can cause conflicts with BudgetLink This message may appear during the BudgetLink startup if BudgetLink detects other 3rd Party Addins. It is not in itself a problem, however if BudgetLink does not behave normally then this is typically a place to start trouble shooting 58125ffa5445475aa6340ed405bea56819cc4b74 412 411 2013-08-28T01:01:58Z Jeff 1 wikitext text/x-wiki == Overview == The [[BudgetLink Program]] contains Excel Addins. In some cases existing other Excel Addins already installed can cause conflicts with BudgetLink This message may appear during the BudgetLink startup if BudgetLink detects other 3rd Party Addins. It is not in itself a problem, however if BudgetLink does not behave normally then this is typically a place to start trouble shooting === Related === [[Installing BudgetLink]] b0ee338d9f0c3caef853f87acd8abd4dfa65b8a8 0 36 414 56 2013-08-28T01:23:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher for first time users == To connect BudgetLink with MYOB AccountRight Live 2013 or higher for first time users, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} a6b7e3c71528a7068a8ab2783c822c8eeedf0c0e 415 414 2013-08-28T01:23:54Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. == Supported Features == Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher for first time users == To connect BudgetLink with MYOB AccountRight Live 2013 or higher for first time users, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} bfb102e064cbde74a3364fe4396040d2d594ee60 416 415 2013-08-28T01:24:11Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher for first time users == To connect BudgetLink with MYOB AccountRight Live 2013 or higher for first time users, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} 81daef48843f13c265a27d2fd79ce6cfb409bd20 417 416 2013-08-28T01:28:46Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher for first time users == To connect BudgetLink with MYOB AccountRight Live 2013 or higher for first time users, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} == Changing how BudgetLink connects to your data file == # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. 12a4bff458cecf6ccaf8d25ca3dba09f7c888e29 418 417 2013-08-28T01:29:05Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher for first time users == To connect BudgetLink with MYOB AccountRight Live 2013 or higher for first time users, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Changing how BudgetLink connects to your data file == # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. cd86b6059ee97290845c41b265ce63d9412d5424 419 418 2013-08-28T01:30:30Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Changing how BudgetLink connects to your data file == # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. 668a074277a50bfe5d339eb4db991f5f4cc20ad4 422 419 2013-08-28T01:32:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Changing how BudgetLink connects to your data file == # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. 32378991485085b8d1e7d28f95b56a4ce7de67df 423 422 2013-08-28T01:33:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Related Topics == 5b3f7e436dcda0d4c59500c3e14f19cf62765e26 0 117 420 2013-08-28T01:31:32Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your MYOB AccountRight Live 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To c..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your MYOB AccountRight Live 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == fcc45727b5ad1a46f54e615a8e70d96eb936ecfd 421 420 2013-08-28T01:31:51Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == 659e12866b6c045a35db663d49991623e554ed5c 431 421 2013-08-28T01:49:43Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] a8d4edd2fc40b52dbbf1a605b5c4ebfd4f506ed6 434 431 2013-08-28T01:50:25Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 017e50f7b049645eee096d31a63a1ec2d34cca58 435 434 2013-08-28T01:51:16Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 15c1ba5241766b84411d9e9ea8676306e2dada0c 0 94 424 299 2013-08-28T01:36:18Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. If your data file has moved, your data file username or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. cecae683cafa997c198d8931b3fa406611d17cb6 0 118 425 2013-08-28T01:37:55Z Nic 2 Created page with "== Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each ..." wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. == Related Topics == 5f72288ec6fb42baa27bc94e58395d4ce0f802c4 426 425 2013-08-28T01:38:34Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. == Related Topics == * [[Troubleshooting Get Data Problems]] f849e6e79736d4f85035a97d08edcf3a20e48a52 0 119 427 2013-08-28T01:43:59Z Nic 2 Created page with "== Overview == BudgetLink can connect to MYOB AccountRight 19.9 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYO..." wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19.9 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight 19.9. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] == Related Topics == 9157590c11aa5e29a9da1dec893f7d339eee242c 0 120 428 2013-08-28T01:48:19Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To conne..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == c20de9dd9ff33dc1daaf3a7c18912fdcfbb1413f 429 428 2013-08-28T01:48:39Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560x200|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == 715dba7d19a2acf09e12c8eb3c93e143dad02e3e 430 429 2013-08-28T01:48:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == c20de9dd9ff33dc1daaf3a7c18912fdcfbb1413f 432 430 2013-08-28T01:49:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 617084806d0995ba157d7f645a2027e475c8f763 433 432 2013-08-28T01:50:17Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 988472439a8502f0d2d0ecf4066a6588a9ec675a 436 433 2013-08-28T01:51:30Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] ccbbf5fd4489a608fa70a84f562360b8aa7ba350 439 436 2013-08-28T01:55:56Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 621dbed075850c0c16d40aa42bbc4ebfab51020d 6 121 437 2013-08-28T01:55:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 122 438 2013-08-28T01:55:19Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 440 438 2013-08-28T01:56:16Z Nic 2 Nic moved page [[File:MYOBAccountRightClassDataFileSetup.png]] to [[File:MYOBAccountRightClassicDataFileSetup.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 117 441 435 2013-08-28T01:56:36Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 217fc0e00e951532833332f028aa41e051338dc8 442 441 2013-08-28T01:57:22Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 4d2d1020761fa848333a5537cc69acf19fa317b2 451 442 2013-08-28T02:04:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 51d9146662a2e618b0461945c561b9580230a4b9 0 120 443 439 2013-08-28T01:57:39Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. These instructions are written from the perspective of a first-time user. # Start BudgetLink; # Click '''OK''' if warned about [[Third-Party Excel Addins Detected|third-party addins]]; # Check the '''I accept the terms and conditions found in the End-User License Agreement''' and click '''New Installation'''; # Click the '''Start Trial''' button; # Choose '''Yes''' to setup your first data file connection; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] d28817a81868ac23997ab5e6b64ed8b8c0e8c4bf 452 443 2013-08-28T02:04:57Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] baa878ffa960f0fb3ba6dba26eee80372d606547 484 452 2013-08-28T04:31:19Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] b5e992d51d0f04bd3739bdc63a24d6eebb6ea1ea 0 118 444 426 2013-08-28T01:59:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. == Related Topics == * [[Troubleshooting Get Data Problems]] 5c1f22bf0333001cbfeb33e88a09aba6f2a465ea 446 444 2013-08-28T01:59:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 79aa3ddf266803f267793b5ffec986c48b61dafa 447 446 2013-08-28T02:01:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. For more information relating to your specific data file, see the following topics; * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight 2013 or Higher]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] e41fb9108c03458269ab65b9060094375beecb4a 448 447 2013-08-28T02:01:48Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. For more information relating to your specific data file, see the following topics; * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 0ec5af8445f3dac84bee693aec6c5d0736571ff0 449 448 2013-08-28T02:02:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics; * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 2e67875022f32c7873e3db78cb20a0441ae1d66e 450 449 2013-08-28T02:02:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 2555f9152051c2626d1c026e9227721ae82baf60 474 450 2013-08-28T04:10:50Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; # Select your data file from the list displayed and click '''Edit Data File'''; # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 68f65d851606f63ef4ea2afbc876b6465fd226a8 6 123 445 2013-08-28T01:59:40Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 94 453 424 2013-08-28T02:07:26Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == If your data file has moved, your data file username or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 8f6e4f75d014b348e7a16426a4f4966a15d2b797 454 453 2013-08-28T02:07:37Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 3e10dd66e81fd84d55d216b53423f2e3a8f44de9 477 454 2013-08-28T04:18:42Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party tools to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For information, see the following topics. * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. a29de18847fc0b80134f3155723e1bd8b7961fe8 478 477 2013-08-28T04:21:06Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For information, see the following topics. * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For information, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 81ae6c2e6730e3f969fc79949948ffe0a469b701 479 478 2013-08-28T04:21:17Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For information, see the following topics. * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For information, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 04d3bbf61ee10b543137d9b25ffcb994302b896b 480 479 2013-08-28T04:22:14Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see the following topics. * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 4d620d76be65e3c447eb75a141503497686eef51 0 36 455 423 2013-08-28T03:48:24Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Related Topics == 589251bc1946d8dddbff15a4e7155cda08284a52 467 455 2013-08-28T03:55:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]. === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Related Topics == 2e185067483360533cdf1540548366430f40ef75 0 124 456 2013-08-28T03:49:37Z Nic 2 Created page with "== Overview == BudgetLink can connect to your XERO data file. == Supported Features == Not all functionality is available through XERO at this stage. As our XERO customer b..." wikitext text/x-wiki == Overview == BudgetLink can connect to your XERO data file. == Supported Features == Not all functionality is available through XERO at this stage. As our XERO customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to XERO]] == Related Topics == d79b1731360b31f1a2b0b183211b2464d7fea732 460 456 2013-08-28T03:53:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to your XERO data file. == Supported Features == Not all functionality is available through XERO at this stage. As our XERO customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to Xero]] == Related Topics == 961ae37729d5301480a08e203172a8129598aeaf 461 460 2013-08-28T03:53:30Z Nic 2 Nic moved page [[XERO]] to [[Xero]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink can connect to your XERO data file. == Supported Features == Not all functionality is available through XERO at this stage. As our XERO customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to Xero]] == Related Topics == 961ae37729d5301480a08e203172a8129598aeaf 464 461 2013-08-28T03:54:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to your Xero data file. == Supported Features == Not all functionality is available through Xero at this stage. As our Xero customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to Xero]] == Related Topics == 41342733cefc9bd525ab2de68c7239b50c10f53a 465 464 2013-08-28T03:54:39Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to your Xero data file. == Supported Features == Not all functionality is available through Xero at this stage. As our Xero customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [[http://accountingaddons.com.au/|Accounting Addons]]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to Xero]] == Related Topics == 99dbd47df2eaabc79e22303aab61c7c52e7e13b9 466 465 2013-08-28T03:55:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to your Xero data file. == Supported Features == Not all functionality is available through Xero at this stage. As our Xero customer base increases, we will be adding more features. * [[Accruals]] (but not by [[Tracking Categories]] yet). === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to Xero]] == Related Topics == 09074ec6b7e9a3dbd6b5596f622dc557bb06f178 6 125 457 2013-08-28T03:51:18Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 126 458 2013-08-28T03:52:51Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your [[XERO]] data file. == Connecting BudgetLink to XERO == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dia..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[XERO]] data file. == Connecting BudgetLink to XERO == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for XERO]] To connect BudgetLink with XERO, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 85a1d9d304af7f12cd124b82828dd4c6725363b1 459 458 2013-08-28T03:53:08Z Nic 2 Nic moved page [[Connecting BudgetLink to XERO]] to [[Connecting BudgetLink to Xero]] without leaving a redirect wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[XERO]] data file. == Connecting BudgetLink to XERO == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for XERO]] To connect BudgetLink with XERO, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 85a1d9d304af7f12cd124b82828dd4c6725363b1 462 459 2013-08-28T03:53:48Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 0b9b2d59c21a18b443c6e5b412321a742503c81c 0 1 463 395 2013-08-28T03:53:59Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 4705bc67a50ba2652116dc825bef0761c41d5933 476 463 2013-08-28T04:15:18Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is a software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 73efa59066f81555ad5b68f057416c682c4f957d 0 127 468 2013-08-28T03:58:12Z Nic 2 Created page with "== Overview == BudgetLink can connect to QuickBooks. == Supported Features == Not all functionality is available through QuickBooks at this stage. As our QuickBooks custome..." wikitext text/x-wiki == Overview == BudgetLink can connect to QuickBooks. == Supported Features == Not all functionality is available through QuickBooks at this stage. As our QuickBooks customer continues to grow, we will keep adding functionality. * [[Accruals]] * [[Cash]] * [[Weekly Reporting]] == How To Guides == * [[Connecting BudgetLink to QuickBooks]] == Related Topics == d0b74b0e97013015bb31be5bbe70c9be91a6d3ac 469 468 2013-08-28T03:58:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to QuickBooks. == Supported Features == Not all functionality is available through QuickBooks at this stage. As our QuickBooks customer continues to grow, we will keep adding functionality. * [[Accruals]] * [[Cash]] * [[Weekly Reporting]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to QuickBooks]] == Related Topics == 4fb86a94b3d86321c90b333860c6066e6669818b 6 128 470 2013-08-28T04:02:26Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 129 471 2013-08-28T04:09:09Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|ri..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 408d6a549cd9b4c5588f29cfa9d6eee7f3c1c350 475 471 2013-08-28T04:14:24Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 20b2ded688482de6f0a6f7c2c80911a3e7939030 6 130 472 2013-08-28T04:09:25Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 473 472 2013-08-28T04:09:51Z Nic 2 Nic moved page [[File:QuickbooksAuthorisationDialogue.png]] to [[File:QuickBooksAuthorisationDialogue.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 131 481 2013-08-28T04:29:36Z Nic 2 Created page with "== Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file. The correct driver ..." wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file. The correct driver must be installed. While the drive is usually installed by MYOB at the same time as MYOB installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # Go to the Windows start menu and choose All Programs; # Find your MYOB software in the list and select it; # Click on the MYOB Tools folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting MYOB ODBC Driver Problems] ca32785705e2033535758b7b302d2f8cd50bcdaa 482 481 2013-08-28T04:29:45Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file. The correct driver must be installed. While the drive is usually installed by MYOB at the same time as MYOB installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # Go to the Windows start menu and choose All Programs; # Find your MYOB software in the list and select it; # Click on the MYOB Tools folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting MYOB ODBC Driver Problems]] 04b877210ac29098672a12a1d9520a634cda39e5 485 482 2013-08-28T04:32:17Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file. The correct driver must be installed. While the drive is usually installed by MYOB at the same time as MYOB installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting MYOB ODBC Driver Problems]] eb58ce80dc7e99d5b3ad2aaec56c722c86d52a30 486 485 2013-08-28T04:33:02Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file. The correct driver must be installed. While the drive is usually installed by MYOB at the same time as MYOB installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] 8c577689277818f0b93cd49d910189abed140550 0 119 483 427 2013-08-28T04:30:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19.9 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight 19.9. == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] == Related Topics == bdf2defb60c6d99351baadb58b609569cd8e6d29 0 132 487 2013-08-28T04:41:30Z Nic 2 Created page with "== Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience ..." wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''NTDLL.dll''' used for the SendMessage api (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == 5a6b6e1ce88c89870dd562cc28aca920c16bb523 488 487 2013-08-28T04:41:46Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage api (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == 55c1628c566073da28e593a11bf49118fd9247d2 490 488 2013-08-28T04:51:52Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage api (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the TestConnection.exe utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. <br clear=all> 043afe22711d84b0d180b91a5902b98b68024eaa 6 133 489 2013-08-28T04:44:02Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 132 491 490 2013-08-28T04:52:11Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage api (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. <br clear=all> 7aed48defe6fa8ab02b48cdadfee11ca7ca45406 493 491 2013-08-28T04:58:32Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage api (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. <br clear=all> 3d7697c419164e6a0f3cc272a87d4e331b881c71 494 493 2013-08-28T04:59:25Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you full control to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. <br clear=all> 9581a64e31bfd2df68ea8a877bfe624639ea5188 495 494 2013-08-28T04:59:58Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. <br clear=all> 46ee57fe563fddf137f4b9991b10cbcbc929294a 0 94 492 480 2013-08-28T04:57:17Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 4f5b35014d791158ef7b19d91ce027ee883f5f19 0 131 496 486 2013-08-28T05:01:32Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB AccountRight 19.9 or lower]] data file. The correct driver that matches your version of MYOB must be installed. While this driver is usually installed by MYOB at the same time as MYOB is installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] d81225676350420657b9ba3ed2faea00b0ce9c2f 0 109 497 356 2013-08-28T23:18:59Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated tables from your accounting product. The databases can either be Microsoft Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the chosen tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additioanl queries or business logic you need. <br clear=all> == Related Topics == None. 35ca77290565111a520878142d8a89e9eab52b97 498 497 2013-08-28T23:20:09Z Jeff 1 wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated tables from your accounting product. The databases can either be Microsoft Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the chosen tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additioanl queries or business logic you need. <br clear=all> == Related Topics == [[Get Data Queries]] ba53a87043cd0dcd039c759d2de038d144961a9a 0 134 499 2013-09-05T04:35:18Z Nic 2 Created page with "== Overview == BudgetLink's security feature allows you to control: * who can use the software; * what jobs users can report on; * what reports are available; * if budgets ca..." wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control: * who can use the software; * what jobs users can report on; * what reports are available; * if budgets can be edited; == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Managing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins, to restrict the jobs to which a user has access. For more information see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins, to restrict the reports to which a user has access. For more information see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. 32dd87a5c088d35721b234d2a9f41e8ebd808f76 500 499 2013-09-05T04:36:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control: * who can use the software; * what jobs users can report on; * what reports are available; * if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Managing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins, to restrict the jobs to which a user has access. For more information see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins, to restrict the reports to which a user has access. For more information see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. e7a9834bafe222d4abff945ee9bddf125d4f365f 501 500 2013-09-05T04:45:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control: * who can use the software; * what jobs users can report on; * what reports are available; * if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Adding Security Logins]], [[Editing Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins, to restrict the jobs to which a user has access. For more information see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins, to restrict the reports to which a user has access. For more information see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. a5558255bc657db9cdd5f80a4bcee54ac454498d 502 501 2013-09-05T04:48:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control: * who can use the software; * what jobs users can report on; * what reports are available; * if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Adding Security Logins]], [[Editing Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. 5ebcb3cde9cbcda9c0f7185b7f4f737657c8413f 503 502 2013-09-05T04:51:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Adding Security Logins]], [[Editing Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. 69457ee07a85cc87dfcc888ae7a9b9ec2c16346c 506 503 2013-09-05T06:56:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information see [[Adding Security Logins]], [[Editing Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information see [[Locking Budgets]]. c23cce2d2f8ca2d7a3f9ebaaae0f0de52d692b0f 507 506 2013-09-05T06:57:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Editing Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. b244ee651b45c863536325a12b873b53d6d3f29e 513 507 2013-09-05T07:28:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. bddd5a2e78972f4b008be64dff235587e53cc317 515 513 2013-09-05T07:30:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]], [[Changing the passwords of the security logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. 4b388ca610b5a1e76ddb5ce8741320e04ba839e1 516 515 2013-09-05T07:32:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]], [[Changing the password of a security logins]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. 38b6c8594919a6c49e726474365a4a2fb355e996 520 516 2013-09-05T07:33:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]], [[Changing the password of a security login]] or [[Removing Security Logins]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. 3d1db1d675d8ba09c4a923998fec7663fad084ac 535 520 2013-09-05T07:43:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]], [[Changing the password of a security login]] or [[Removing a login]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. 0c2b342bab6a8b1e20dacebaaa1848ad58f300fc 537 535 2013-09-05T07:44:23Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming Security Logins]], [[Changing the password of a login]] or [[Removing a login]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. 678a8d54e283ddb03a10a348b67cfac6417d5e00 539 537 2013-09-05T07:44:55Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding Security Logins]], [[Renaming a login]], [[Changing the password of a login]] or [[Removing a login]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. d6450d73184dcc3af3ac155a74b44ef47fd09dd3 0 135 504 2013-09-05T06:38:05Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt f..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Editing Security Logins|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == To add additional security logins, follow these steps. 9927d6e231d5df5cc2e2c080bedf30c417fe3f1a 505 504 2013-09-05T06:56:00Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Editing Security Logins|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs]]. * For more information on the [[Worksheet Sets]], see [[]] == Related Topics == * [[Security]] 3da64014a5bb19f6330b4fbe1ca5f7972fbd1b54 508 505 2013-09-05T06:57:06Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Editing Security Logins|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. == Related Topics == * [[Security]] a20bfe02723b77db24cd5ae14cd1a78d398f38bc 511 508 2013-09-05T07:00:54Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Editing Security Logins|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. == Related Topics == * [[Security]] ca38acab6db9df430d32177a46abc1a6c6d4478b 512 511 2013-09-05T07:01:11Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Editing Security Logins|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 1e02ed73d5cbf3a70793b70bbcdba1adf8bb02cc 522 512 2013-09-05T07:34:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a security login|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 88a2ce78edb2024e0931456f3c81729cfc05cba2 525 522 2013-09-05T07:38:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a security login|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. You must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 53dc08f8271ec0308583a105993c1ad0d70c3a79 526 525 2013-09-05T07:38:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a security login|edit the security login of the administrator account]] to ensure only the correct administrator can manage all these logins. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. If security is already in place, you must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] b7a2d01a387ff9b11427dc97dbb7228fe4254e1c 530 526 2013-09-05T07:41:32Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a security login|edit the security login of the administrator account]] to ensure only the administrator can manage all these logins. == Adding Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional logins, follow these steps. If security is already in place, you must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 9bdcfebda558072b677b2fff808ec53f71aaedbf 540 530 2013-09-05T07:45:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a login|edit the security login of the administrator account]] to ensure only the administrator can manage all these logins. == Adding Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional logins, follow these steps. If security is already in place, you must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 8156d447ae87ae1ce820a4ff51b5a93a925a7a9b 541 540 2013-09-05T07:45:28Z Nic 2 Nic moved page [[Adding Security Logins]] to [[Adding a login]] wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a login|edit the security login of the administrator account]] to ensure only the administrator can manage all these logins. == Adding Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional logins, follow these steps. If security is already in place, you must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to retrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] 8156d447ae87ae1ce820a4ff51b5a93a925a7a9b 6 136 509 2013-09-05T06:59:22Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 137 510 2013-09-05T06:59:34Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 138 514 2013-09-05T07:29:37Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Adding ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === You cannot change the name of the '''Administrator''' login. == Related Topics == * [[Security]] 4e61632c992724f37a9f02b8f6112cfb64ae2e11 518 514 2013-09-05T07:32:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === You cannot change the name of the '''Administrator''' login. == Related Topics == * [[Security]] 435c242410886429c0faf6e799e87fe265f36864 519 518 2013-09-05T07:32:54Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === You cannot change the name of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] eee941f98a859fb79954fd73618c3a5c613c66c8 527 519 2013-09-05T07:39:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Adding Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. You must be logged in as the administrator before being allowed to edit logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === You cannot change the name of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] 50778a660fd1f86d09607b51ebe278a708ebd524 528 527 2013-09-05T07:40:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Renaming Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. You must be logged in as the administrator before being allowed to edit logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === You cannot change the name of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] 0f99c4f309115ece7b3720877db40fddbb320e56 531 528 2013-09-05T07:42:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Renaming Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To rename a login, follow these steps. You must be logged in as the administrator before being allowed to rename a login. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === You cannot change the name of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] e8c76d373a558c8d5a930eddbf7faf36fcdf877d 538 531 2013-09-05T07:44:37Z Nic 2 Nic moved page [[Renaming Security Logins]] to [[Renaming a login]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. These security logins can be renamed. == Renaming Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To rename a login, follow these steps. You must be logged in as the administrator before being allowed to rename a login. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # Change the '''Name''' used to login; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === You cannot change the name of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] e8c76d373a558c8d5a930eddbf7faf36fcdf877d 0 139 517 2013-09-05T07:32:23Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the p..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a security login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === We recommend you change the password of the '''Administrator''' login. == Related Topics == * [[Security]] 01998e59c8bd115d58d521bcbea2e933ac7eb756 521 517 2013-09-05T07:33:33Z Nic 2 Nic moved page [[Changing the password of a security logins]] to [[Changing the password of a security login]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a security login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To add additional security logins, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === We recommend you change the password of the '''Administrator''' login. == Related Topics == * [[Security]] 01998e59c8bd115d58d521bcbea2e933ac7eb756 529 521 2013-09-05T07:41:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === We recommend you change the password of the '''Administrator''' login. == Related Topics == * [[Security]] 3b5340fb028fe4f8d34bae7c4329ed5e99eb18c9 536 529 2013-09-05T07:44:09Z Nic 2 Nic moved page [[Changing the password of a security login]] to [[Changing the password of a login]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. <br clear=all> === Notes === We recommend you change the password of the '''Administrator''' login. == Related Topics == * [[Security]] 3b5340fb028fe4f8d34bae7c4329ed5e99eb18c9 0 140 523 2013-09-05T07:36:38Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. You can permanent remove a login from BudgetLink ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. You can permanent remove a login from BudgetLink if it is no longer needed. == Removing Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] To remove security logins, follow these steps. You must be logged in as the administrator before being allowed to remove any logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select the login to remove and click on the '''Remove Login''' button on the '''Manage Security Logins''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * The '''Administrator''' login cannot be removed. <br clear=all> == Related Topics == * [[Security]] 09027234e81ec65916c8a76e144c3b06466f7242 524 523 2013-09-05T07:37:24Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. You can permanently remove a login from BudgetLink if it is no longer needed. == Removing Security Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] To remove security logins, follow these steps. You must be logged in as the administrator before being allowed to remove any logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select the login to remove and click on the '''Remove Login''' button on the '''Manage Security Logins''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * The '''Administrator''' login cannot be removed. <br clear=all> == Related Topics == * [[Security]] c5427bb8de6b3ec938f56a2a04c03a18c50db12e 532 524 2013-09-05T07:42:50Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. You can permanently remove a login from BudgetLink if it is no longer needed. == Removing a logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] To remove a login, follow these steps. You must be logged in as the administrator before being allowed to remove any logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select the login to remove and click on the '''Remove Login''' button on the '''Manage Security Logins''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * The '''Administrator''' login cannot be removed. <br clear=all> == Related Topics == * [[Security]] 4d4dfa84b6bfa06da80715c4b1e52f2b3e5708ea 533 532 2013-09-05T07:43:14Z Nic 2 Nic moved page [[Removing Security Logins]] to [[Removing a login]] wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. You can permanently remove a login from BudgetLink if it is no longer needed. == Removing a logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] To remove a login, follow these steps. You must be logged in as the administrator before being allowed to remove any logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select the login to remove and click on the '''Remove Login''' button on the '''Manage Security Logins''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * The '''Administrator''' login cannot be removed. <br clear=all> == Related Topics == * [[Security]] 4d4dfa84b6bfa06da80715c4b1e52f2b3e5708ea 0 134 543 539 2013-09-05T07:45:46Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding a login]], [[Renaming a login]], [[Changing the password of a login]] or [[Removing a login]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. fa03a4e6d73b47b0411b1b5485eaeadc84f69983 553 543 2013-09-06T01:39:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's security feature allows you to control who can use the software, what jobs users can report on, what reports are available and if budgets can be edited. It is particularly useful in the following situations: * Allowing users to run reports for their department without given them access to the full data file; * Allowing users to run reports only against the [[Jobs]], [[Classess]] or [[Tracking Categories]] that fall within their role; * Controlling which users can view different sets of reports. == How to Guides == === Managing security logins === BudgetLink has the capability to restrict which users can use the software. For more information, see [[Adding a login]], [[Renaming a login]], [[Changing the password of a login]] or [[Removing a login]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through the security logins and [[Job Sets|job sets]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. === Restricting the reports to which users have access === BudgetLink has the capability, through the security logins and [[Worksheet Sets|worksheet sets]], to restrict the reports to which a user has access. For more information, see [[Restricting the reports to which users have access]]. === Locking budgets === BudgetLink has the capability, through [[Version Control]], to prevent budgets from being edited. For more information, see [[Locking Budgets]]. d00e5ed982b931d7136d62ba0ac3b51ff5674123 0 139 544 536 2013-09-05T07:46:24Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === We recommend you change the password of the '''Administrator''' login. <br clear=all> == Related Topics == * [[Security]] 1efa9e7220115e686b2011be8761e5b6ae4201ec 0 135 545 541 2013-09-05T07:48:50Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. Once a login is created, BudgetLink will prompt for a user name and password at start-up. This ensures that only users who are allowed to run BudgetLink can do so. We also recommend you [[Changing the password of a login|edit the security login of the administrator account]] to ensure only the administrator can manage all these logins. == Adding Logins == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Add Security Login dialogue.]] To add additional logins, follow these steps. If security is already in place, you must be logged in as the administrator before being allowed to add new logins. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Login''' button on the '''Manage Security Logins''' dialogue; # Enter the '''Name''' used to login; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Optionally, click on the '''Job Sets''' tab and assign a '''Job Set''' to restrict the jobs for the user; # Optionally, click on the '''Worksheet Sets''' tab and assign a '''Worksheet Set''' to restrict the reports for the user; # Click '''OK''' to add the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * For more information on the [[Job Sets]], see [[Restricting the jobs to which users have access]]. * For more information on the [[Worksheet Sets]], see [[Restricting the reports to which users have access]]. <br clear=all> == Related Topics == * [[Security]] fb26c7e0d52e5086b23dce2313d529de885547bc 6 143 546 2013-09-06T01:10:06Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 144 547 2013-09-06T01:10:29Z Nic 2 Created page with "== Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific jobs for reporting purposes. As such, you can allow one u..." wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific jobs for reporting purposes. As such, you can allow one user to report one one set of jobs, and another to report on another set. You may wish to familiarise yourself with [[Job Sets]]. == Restricting the jobs to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignJobSetToLogin.png|300px|thumb|right|Assigning one or more job set to a login.]] To restrict the jobs to which users have access, please follow these instructions. # Create one or more '''Job Set'''. For more information, see [[Creating a Job Set]]; # Once the job set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Job Sets''' tab, check the job sets that apply to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a job set to the administrator account as this account must have access to all jobs. <br clear=all> == Related Topics == * [[Security]] 844f08956d37664acae0ba50eaf787d5ad2ccc83 548 547 2013-09-06T01:14:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific jobs for reporting purposes. As such, you can allow one user to report one set of jobs, and another to report on another set. You may wish to familiarise yourself with [[Job Sets]]. == Restricting the jobs to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignJobSetToLogin.png|300px|thumb|right|Assigning one or more job set to a login.]] To restrict the jobs to which users have access, please follow these instructions. # Create one or more '''Job Set'''. For more information, see [[Creating a Job Set]]; # Once the job set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Job Sets''' tab, check the job sets that apply to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a job set to the administrator account as this account must have access to all jobs. <br clear=all> == Related Topics == * [[Security]] 91e36b1c7d7e0037264a433b2ef4dc4645bbce3a 0 145 549 2013-09-06T01:17:21Z Nic 2 Created page with "== Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific reports. As such, you can allow one user to use one set o..." wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific reports. As such, you can allow one user to use one set of reports, and another to use another set. You may wish to familiarise yourself with [[Worksheet Sets]]. == Restricting the reports to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignJobSetToLogin.png|300px|thumb|right|Assigning a worksheet set to a login.]] To restrict the reports to which users have access, please follow these instructions. # Create one or more '''Worksheet Set'''. For more information, see [[Creating a Worksheet Set]]; # Once the worksheet set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Worksheet Sets''' tab, use the dropdown to assign the correct worksheet set to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a worksheet set to the administrator account as this account must have access to all reports. <br clear=all> == Related Topics == * [[Security]] 1bbe680885d78b62471a8282a85a2ba5c8a05856 550 549 2013-09-06T01:17:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific reports. As such, you can allow one user to use one set of reports, and another to use another set. You may wish to familiarise yourself with [[Worksheet Sets]]. == Restricting the reports to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignWorksheetSetToLogin.png|300px|thumb|right|Assigning a worksheet set to a login.]] To restrict the reports to which users have access, please follow these instructions. # Create one or more '''Worksheet Set'''. For more information, see [[Creating a Worksheet Set]]; # Once the worksheet set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Worksheet Sets''' tab, use the dropdown to assign the correct worksheet set to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a worksheet set to the administrator account as this account must have access to all reports. <br clear=all> == Related Topics == * [[Security]] f2467dd1ab143010bbeb4b3f5a7231255f30ba30 6 146 551 2013-09-06T01:17:51Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 552 476 2013-09-06T01:33:34Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] ed3f4305c1270d0c83ccce1cdc3f276967426da0 589 552 2013-09-09T06:12:37Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] === Set-up === * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 85400be8eacf930e628faf464107aac91fcbf4f1 0 147 554 2013-09-06T01:52:00Z Nic 2 Created page with "== Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jo..." wikitext text/x-wiki == Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jobs in order to produce various subsets. For instance, you may have many jobs that fall within different departments. The Job Set feature of BudgetLink allows you to create lists of jobs which can then be used to further streamline how reports behave. These job sets can also be integrated with BudgetLink's [[Security]] feature to restrict the jobs to which users have access. == How to Guides == === Managing Job Sets === For more information, see [[Adding a job set]], [[Editing a Job Set]], [[Controlling a job set using rules]] or [[Removing a job set]]. === Using Jobs Sets On Reports === Once job sets are created, BudgetLink has the capability to control the jobs that appear on reports. For more information, see [[Customising which jobs get included on a report]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through [[Security|security logins]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. 9ff6c03df7e2a4b34260ada7f04c690b328482bd 555 554 2013-09-06T01:53:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jobs in order to produce various subsets. For instance, you may have many jobs that fall within different departments. The Job Set feature of BudgetLink allows you to create lists of jobs which can then be used to further streamline how reports behave. These job sets can also be integrated with BudgetLink's [[Security]] feature to restrict the jobs to which users have access. == How to Guides == === Managing Job Sets === For more information, see [[Adding a job set]], [[Editing a Job Set]], [[Controlling a job set using rules]] or [[Removing a job set]]. === Using Jobs Sets On Reports === Once job sets are created, BudgetLink has the capability to control the jobs that appear on reports. For more information, see [[Customising which jobs get included on a report]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through [[Security|security logins]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. == Related Topics == * [[Jobs]], [[Classess]] and [[Tracking Categories]] * [[Security]] 12aafecdd1f3ba7828c5bebbd7c4ab86d271291e 556 555 2013-09-06T01:53:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jobs in order to produce various subsets. For instance, you may have many jobs that fall within different departments. The Job Set feature of BudgetLink allows you to create lists of jobs which can then be used to further streamline how reports behave. These job sets can also be integrated with BudgetLink's [[Security]] feature to restrict the jobs to which users have access. == How to Guides == === Managing Job Sets === For more information, see [[Adding a job set]], [[Editing a Job Set]], [[Controlling a job set using rules]] or [[Removing a job set]]. === Using Jobs Sets On Reports === Once job sets are created, BudgetLink has the capability to control the jobs that appear on reports. For more information, see [[Customising which jobs get included on a report]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through [[Security|security logins]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. == Related Topics == * [[Jobs]], [[Classes]] and [[Tracking Categories]] * [[Security]] 14ca61dbf5eee1023ef1635c76f36f5be844ced3 560 556 2013-09-06T05:39:57Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jobs in order to produce various subsets. For instance, you may have many jobs that fall within different departments. The Job Set feature of BudgetLink allows you to create lists of jobs which can then be used to further streamline how reports behave. These job sets can also be integrated with BudgetLink's [[Security]] feature to restrict the jobs to which users have access. == How to Guides == === Managing Job Sets === For more information, see [[Creating a job set]], [[Editing a Job Set]], [[Controlling a job set using rules]] or [[Removing a job set]]. === Using Jobs Sets On Reports === Once job sets are created, BudgetLink has the capability to control the jobs that appear on reports. For more information, see [[Customising which jobs get included on a report]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through [[Security|security logins]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. == Related Topics == * [[Jobs]], [[Classes]] and [[Tracking Categories]] * [[Security]] 4718f3c3de65975e241e5fb3fcbba24735ee3762 566 560 2013-09-06T05:52:09Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can produce many reports by [[Jobs]], [[Classes]] or [[Tracking Categories]]. In those situations, it is sometimes useful to control the list of jobs in order to produce various subsets. For instance, you may have many jobs that fall within different departments. The Job Set feature of BudgetLink allows you to create lists of jobs which can then be used to further streamline how reports behave. These job sets can also be integrated with BudgetLink's [[Security]] feature to restrict the jobs to which users have access. == How to Guides == === Managing Job Sets === For more information, see [[Creating a job set]], [[Editing a job set]], [[Controlling a job set using rules]] or [[Removing a job set]]. === Using Jobs Sets On Reports === Once job sets are created, BudgetLink has the capability to control the jobs that appear on reports. For more information, see [[Customising which jobs get included on a report]]. === Restricting the jobs to which users have access === BudgetLink has the capability, through [[Security|security logins]], to restrict the jobs to which a user has access. For more information, see [[Restricting the jobs to which users have access]]. == Related Topics == * [[Jobs]], [[Classes]] and [[Tracking Categories]] * [[Security]] dc6e62a4a3312f7e2239a5e5cdd36454df007126 0 148 557 2013-09-06T04:58:34Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. You can permanently remove a job set from Bud..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. You can permanently remove a job set from BudgetLink if it is no longer needed. == Removing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] To remove a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the login to remove and click on the '''Remove Login''' button on the '''Manage Security Logins''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * The '''Administrator''' login cannot be removed. <br clear=all> == Related Topics == * [[Security]] c89ebc5cee40df64dbc612619d1d4a4e0fdd7bb5 559 557 2013-09-06T05:38:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. You can permanently remove a job set from BudgetLink if it is no longer needed. == Removing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] To remove a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to remove and click on the '''Remove Job Set''' button on the '''Manage Job Sets''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Job Sets''' dialogue. <br clear=all> == Related Topics == * [[Job Sets]] 9006e7e0ac4b7c066715b9d45ad421e7341d4aad 6 149 558 2013-09-06T05:37:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 150 561 2013-09-06T05:49:10Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobS..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Add Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Add Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' buttonl; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Understanding the Job Set Rules Available]]. <br clear=all> == Related Topics == * [[Job Sets]] 97123db4973de80fef7abe0ccaf1dfca421b66a0 564 561 2013-09-06T05:50:24Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' buttonl; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Understanding the Job Set Rules Available]]. <br clear=all> == Related Topics == * [[Job Sets]] 5f63fe52e96b272bb229b1289a3aae09c4f59ca1 565 564 2013-09-06T05:51:03Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' buttonl; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Understanding the job set rules available]]. <br clear=all> == Related Topics == * [[Job Sets]] b45035bddf2367e0b5a20f9cd0c37c499b229964 567 565 2013-09-06T05:53:26Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Understanding the job set rules available]]. <br clear=all> == Related Topics == * [[Job Sets]] fb21d02a3308539deb91eb093a467d8865c2bdd9 569 567 2013-09-06T05:56:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job set using rules]]. <br clear=all> == Related Topics == * [[Job Sets]] e4abd2fb74c73b6908493a749a7d44ae233c2f44 6 151 562 2013-09-06T05:49:33Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 152 563 2013-09-06T05:49:45Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 153 568 2013-09-06T05:54:56Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJobSe..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To edit a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to edit and click the '''Edit Job Set''' button; # Update the '''Name''' and '''Description''' for the job set; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Understanding the job set rules available]]; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Understanding the job set rules available]]. <br clear=all> == Related Topics == * [[Job Sets]] 5f76ebf936672fb45620d1b732e3604377387c9e 570 568 2013-09-06T05:57:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To edit a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Job Sets''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to edit and click the '''Edit Job Set''' button; # Update the '''Name''' and '''Description''' for the job set; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Controlling a job set using rules]]; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job set using rules]]. <br clear=all> == Related Topics == * [[Job Sets]] 873adb091e42a67ce0a96b5ae5710d2c62cf9f61 0 154 571 2013-09-06T06:17:13Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to deter..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Range Selection == When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Keyword Selection == When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. == Contact Selection == MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. == Manager Selection == MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. == Related Topics == * [[Job Sets]] 6dcb476c6f9fe3cb85c6316b86bdb7ffc7a6a7a9 573 571 2013-09-06T06:20:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Range Selection == When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Keyword Selection == [[File:KeywordJobSetRule.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. <br clear=all> == Contact Selection == MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. == Manager Selection == MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. == Related Topics == * [[Job Sets]] 5349c2e3a9836cc812986096713b6d75aefd363b 575 573 2013-09-06T06:22:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == [[File:ListJobSetRule.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Range Selection == When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. == Keyword Selection == [[File:KeywordJobSetRule.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. <br clear=all> == Contact Selection == MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. == Manager Selection == MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. == Related Topics == * [[Job Sets]] 3f5c12b9cb416deeb996b9344de0a30f55fcaf28 576 575 2013-09-06T06:22:43Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == [[File:ListJobSetRule.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Range Selection == When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Keyword Selection == [[File:KeywordJobSetRule.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. <br clear=all> == Contact Selection == MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Manager Selection == MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Related Topics == * [[Job Sets]] 707e0bc07a9e492cd922efdd18007ba123cbc6c2 580 576 2013-09-06T06:25:39Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == [[File:JobSetRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Range Selection == [[File:JobSetRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Keyword Selection == [[File:JobSetRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. <br clear=all> == Contact Selection == [[File:JobSetRuleContact.png|300px|thumb|right|Using a list to select jobs.]] MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Manager Selection == [[File:JobSetRuletManager.png|300px|thumb|right|Using a list to select jobs.]] MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Related Topics == * [[Job Sets]] ff94c7fb3a0e07373b01d360e9ee20f26df1f214 586 580 2013-09-06T06:27:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Selection == [[File:JobSetRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Range Selection == [[File:JobSetRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. <br clear=all> == Keyword Selection == [[File:JobSetRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. <br clear=all> == Contact Selection == [[File:JobSetRuleContact.png|300px|thumb|right|Using a list to select jobs.]] MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Manager Selection == [[File:JobSetRuleManager.png|300px|thumb|right|Using a list to select jobs.]] MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. <br clear=all> == Related Topics == * [[Job Sets]] f78091c0ab5660486645777f2f3c3c4b14f73556 587 586 2013-09-06T06:33:53Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Approach == [[File:JobSetRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. To select jobs using the list approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''List''' in the '''Selection Type''' dropdown; # Tick the jobs to include or exclude; # Click '''OK'''; <br clear=all> == Range Approach == [[File:JobSetRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. To select jobs using the range approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Range''' in the '''Selection Type''' dropdown; # Select the first job to in the '''From''' dropdown; # Select the last job to in the '''To''' dropdown; # Click '''OK'''; <br clear=all> == Keyword Approach == [[File:JobSetRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in it's hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. To select jobs using the keyword approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Keyword''' in the '''Selection Type''' dropdown; # Type in the '''Keyword''' with which to select; # Click '''OK'''; <br clear=all> == Contact Approach == [[File:JobSetRuleContact.png|300px|thumb|right|Using a contact to select jobs.]] MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in it's hierarchy gets included. To select jobs using the contact approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Contact''' in the '''Selection Type''' dropdown; # Select the contact from the '''Contact''' dropdown; # Click '''OK'''; <br clear=all> == Manager Approach == [[File:JobSetRuleManager.png|300px|thumb|right|Using a manager to select jobs.]] MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in it's hierarchy gets included. To select jobs using the manager approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Manager''' in the '''Selection Type''' dropdown; # Select the manager from the '''Manager''' dropdown; # Click '''OK'''; <br clear=all> == Related Topics == * [[Job Sets]] aa5174c5fe06fb181b0dd55a59fb04138480af52 588 587 2013-09-06T06:36:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. Many rules can be added to a job set to determine which jobs will be included in the job set. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. As such, if you create a job set where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Hierarchy of Jobs == BudgetLink will ensure that the hierarchy is preserved when including jobs. As such, irrespective of the type of selection rule used, if a job gets included, BudgetLink will also include the related parents or children. Note that this inclusion occurs only in one direction. For instance, if a detail job is selected, the header job will be included. However, this does not mean that all children of the header will be included. == List Approach == [[File:JobSetRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a list by ticking the jobs that you wish to include (or exclude) To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. To select jobs using the list approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''List''' in the '''Selection Type''' dropdown; # Tick the jobs to include or exclude; # Click '''OK'''; <br clear=all> == Range Approach == [[File:JobSetRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a range. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. To preserve the hierarchy of jobs, BudgetLink BudgetLink will also include the related parents or children. When selecting a detail job, all header jobs related to the job selected will also be considered selected. As such, you do not need to select all jobs at all levels. To select jobs using the range approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Range''' in the '''Selection Type''' dropdown; # Select the first job to in the '''From''' dropdown; # Select the last job to in the '''To''' dropdown; # Click '''OK'''; <br clear=all> == Keyword Approach == [[File:JobSetRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the keyword might not match a job, the job will be included if another job in its hierarchy gets included. As an example, entering the word ''Finance'' will include all jobs which contain the text ''finance''. To select jobs using the keyword approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Keyword''' in the '''Selection Type''' dropdown; # Type in the '''Keyword''' with which to select; # Click '''OK'''; <br clear=all> == Contact Approach == [[File:JobSetRuleContact.png|300px|thumb|right|Using a contact to select jobs.]] MYOB allows users to enter a contact name against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the contact might not match a job, the job will be included if another job in its hierarchy gets included. To select jobs using the contact approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Contact''' in the '''Selection Type''' dropdown; # Select the contact from the '''Contact''' dropdown; # Click '''OK'''; <br clear=all> == Manager Approach == [[File:JobSetRuleManager.png|300px|thumb|right|Using a manager to select jobs.]] MYOB allows users to enter a manager against each job. BudgetLink can use this information to select jobs using the job set rules. To preserve the hierarchy of jobs, BudgetLink will also include the related parents or children. As such, although the manager might not match a job, the job will be included if another job in its hierarchy gets included. To select jobs using the manager approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Manager''' in the '''Selection Type''' dropdown; # Select the manager from the '''Manager''' dropdown; # Click '''OK'''; <br clear=all> == Related Topics == * [[Job Sets]] fc5a56f032affc2ff557239bc2c984af60406664 6 155 572 2013-09-06T06:20:24Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 582 572 2013-09-06T06:26:36Z Nic 2 Nic moved page [[File:KeywordJobSetRule.png]] to [[File:JobSetRuleKeyword.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 156 574 2013-09-06T06:22:10Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 583 574 2013-09-06T06:26:51Z Nic 2 Nic moved page [[File:ListJobSetRule.png]] to [[File:JobSetRuleList.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 157 577 2013-09-06T06:24:11Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 584 577 2013-09-06T06:27:03Z Nic 2 Nic moved page [[File:ContactJobSetRule.png]] to [[File:JobSetRuleContact.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 158 578 2013-09-06T06:24:30Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 585 578 2013-09-06T06:27:16Z Nic 2 Nic moved page [[File:ManagerJobSetRule.png]] to [[File:JobSetRuleManager.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 159 579 2013-09-06T06:24:43Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 581 579 2013-09-06T06:25:50Z Nic 2 Nic moved page [[File:RangeJobSetRule.png]] to [[File:JobSetRuleRange.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 160 590 2013-09-09T06:20:54Z Jeff 1 Created page with " == Overview == The Company Name that appears on BudgetLink reports is pulled from the Company Name field in the Data File Connection dialog. == Process == To change the Comp..." wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the Company Name field in the Data File Connection dialog. == Process == To change the Company Name follow the steps below: # From the BudgetLink Menu go to 30. Settings > Data Connection # Click Manage Data Files button # Click Yes to backup the BudgetLink database. The Manage Data Files form should display # Select your data connection and click Edit Data File. The Data file setup dialog will display # At the Company Name field change name to what you want it to be # Click OK # Click Close 64202790066583eb5adf602e00a8550dc6692e30 591 590 2013-09-09T06:21:36Z Jeff 1 wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the Company Name field in the Data File Connection dialog. == Process == To change the Company Name follow the steps below: # From the BudgetLink Menu go to 30. Settings > Data Connection # Click the Manage Data Files button # Click Yes to backup the BudgetLink database. The Manage Data Files form should display # Select your data connection and click Edit Data File. The Data file setup dialog will display # At the Company Name field change name to what you want it to be # Click OK # Click Close edd3fab143eeeff11dfcf7abe274ffffcdcc4195 592 591 2013-09-09T06:23:45Z Jeff 1 wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the Company Name field in the Data File Connection dialog. == Process == To change the Company Name follow the steps below: # From the BudgetLink Menu go to 30. Settings > Data Connection # Click the Manage Data Files button # Click Yes to backup the BudgetLink database. The Manage Data Files form should display # Select your data connection and click Edit Data File. The Data file setup dialog will display # At the Company Name field change name to what you want it to be # Click OK # Click Close. The New Name should appear in the Active Data Files list. # Click the back arrow to return to the menu. The new Company Name should now appear e6ee62719c11f72b507ff680f391365dcc0ffccc 0 1 593 589 2013-09-09T09:27:39Z Jeff 1 /* Set-up */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] === Set-up === * [[How to update BudgetLink with a changed MYOB Data File path]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 931fd6bc83cf3eb418650cc03ab1813b7d197338 594 593 2013-09-09T09:28:42Z Jeff 1 /* Set-up */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 472d8337958c0d52a0d438d1ffef3e3557e85e7f 618 594 2013-09-10T11:40:49Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] d16a8ca62a904a169cdf7609a3a1cb904aa34836 0 161 595 2013-09-09T09:38:47Z Jeff 1 Created page with "== Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then..." wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Notes == It is important that when changing the data connection record that you point the same MYOB company file. == Procedure == # f13db702e8b303926d94797fa9e92a9bc0b41904 607 595 2013-09-10T03:04:11Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Notes == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # 7da0d8855dbffaffe687569f179cbb32fcd4cdbd 610 607 2013-09-10T03:15:35Z Jeff 1 wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Notes == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process 50a4fa6472574691a83d2aac3d7caadeb4af21b6 611 610 2013-09-10T03:18:29Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Notes == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file. Upon clicking '''Open''' then full path and name of the file should appear. # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process c76f4476c1c526690004f7e6829941c24f0a7994 612 611 2013-09-10T03:18:48Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Important == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file. Upon clicking '''Open''' then full path and name of the file should appear. # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process c502bf4748e7fca787f82b90968295f9efcdbd2f 613 612 2013-09-10T03:19:15Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Important == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file. Upon clicking '''Open''' then full path and name of the file should appear. # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process to retrieve the latest data ed8bb02eea9509241c881ee0cba5d3318e6c733f 614 613 2013-09-10T03:21:25Z Jeff 1 wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Important == It is important that when changing the data connection record that you point the the connection to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file. Upon clicking '''Open''' then full path and name of the file should appear. # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process to retrieve the latest data 29f751c44b056a57faa240fb54b7383b190f8d6d 615 614 2013-09-10T03:22:10Z Jeff 1 /* Important */ wikitext text/x-wiki == Overview == So that BudgetLink knows how to connect to your MYOB data file it keeps a record of it's name and path. If the name and path of your MYOB data file changes then the only that BudgetLink know's about the change is if it's data connection record is updated == Important == It is important that when changing the data connection record that you browse to the same MYOB company file. == Procedure == # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Click Browse at the '''Data File Path''' field and select the moved or renamed MYOB data file. Upon clicking '''Open''' then full path and name of the file should appear. # Click OK # Click Close == Related == # If changes have been made to the moved or renamed MYOB data file then run a [[Full Get Data]] process to retrieve the latest data 978611484b166d51e0f3aeb35de371c51236f209 0 162 596 2013-09-10T01:02:46Z Nic 2 Created page with "== Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRigh..." wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] fca0efcf66805a283a5fc76e274ce087ca956f21 0 163 597 2013-09-10T01:14:06Z Nic 2 Created page with "== Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to ..." wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. == Starting the MYOB AccountRight Live services manually == On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server 2013.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] 33fae03ec21a0b71b38e6aefa2c1dce0199829d1 602 597 2013-09-10T01:22:58Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server 2013.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] 44cd41f6decbd60ded350ebe40ce2d4644019220 604 602 2013-09-10T01:24:32Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] d569f4ff4754bc8cc803db9fa54d081d22501bd1 605 604 2013-09-10T01:35:13Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] d53392220f430f1efce47af465fb929bc728de76 606 605 2013-09-10T01:37:04Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] 8d7a77aeba5fd783f43e7df1bfda47754daf29b6 0 94 598 492 2013-09-10T01:17:47Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. 0bee75d79ec698c15c6cff9c62bf1a5d25fecba1 599 598 2013-09-10T01:17:54Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. ada7ab754d5cbce53e0f8d8fd2a59564c9dc465b 0 164 600 2013-09-10T01:19:29Z Nic 2 Created page with "== Overview == If you receive the following error message, it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running. To res..." wikitext text/x-wiki == Overview == If you receive the following error message, it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Related Topics == * [[Troubleshooting Get Data Problems]] 8aca1d21ed15279fe6c5812cc98fd9f7d9bc4dc7 6 165 601 2013-09-10T01:22:22Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 603 601 2013-09-10T01:23:42Z Nic 2 Nic moved page [[File:StartingMYOBAccountRigthLiveServices.png]] to [[File:StartingMYOBAccountRightLiveServices.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 118 608 474 2013-09-10T03:06:59Z Jeff 1 /* Changing how BudgetLink connects to your data file */ wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 5e3d46fcf4ed01764f7f0ec1e7c522ec473c513f 0 120 609 484 2013-09-10T03:08:59Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] aaa5a3d1050464ec1581095b526b211a277e0ae4 0 47 616 345 2013-09-10T11:36:31Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == How to test the Auto Upload == # Manually open the Auto Upload.xls file. Upon opening the get data count down will appear. # Allow the count down to complete. Upon completion the Get Data Process will run == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] fcca96b03b0f95c0a1ef0386f1674473cfc3b90b 617 616 2013-09-10T11:38:20Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] 0c760aee99ded17f50ef89cec19d48af448b63c8 0 166 619 2013-09-10T11:42:21Z Jeff 1 Created page with " == Related == [[Logs]]" wikitext text/x-wiki == Related == [[Logs]] e30a7a762e0a0986eb9f757f05c0b9806830f5b3 0 167 620 2013-09-10T11:42:41Z Jeff 1 Created page with " [[Get Data Logs]]" wikitext text/x-wiki [[Get Data Logs]] 4427fa60849046b7833fd0c2aef16bd6f51ee571 621 620 2013-09-10T11:46:10Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink generates various log files when performing certain processes. == General == * All log files generated by BudgetLink are filed under the following folder [BudgetLink Folder]\System\Logs\ * The system will only retain the last 200 log files by default before recycling the space and removing the older files. * The files are prefixed with a date/time stamp being the year-month-day DASH hour-minute-seconds as in 130601 – 1200 – Auto Upload.txt == Related == [[Get Data Logs]] ce9eccfa9dd7020ae09c41fcc3958673cc49511a 622 621 2013-09-10T11:49:01Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink generates various log files when performing certain processes. == General == * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * The system will only retain the last 200 log files by default before recycling the space and removing the older files. * The files are prefixed with a date/time stamp being the year-month-day DASH hour-minute-seconds as in 130601 – 1200 – Auto Upload.txt == Related == [[Get Data Logs]] Any manual get data process get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Get Data Logs\ [[Auto Upload Logs]] All automated get data process that get scheduled by windows get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Auto Upload Logs\. Your error checking mechanism should scan the file name prefixes or the date modified of the file to work out when the log was generated. Then open the content of the log and search for the word “Failed”. Anything that says Failed implied something failed reading CMS or MYOB or BOTH. Also, you should probably check for files you expect to be created and raise an exception if you don’t see an auto upload log each and every day. This implies the process didn’t even start and something may be wrong with the scheduled task. [[MYOB Export Logs]] All writes to MYOB get logged (whether manual or automated) under the following folder C:\Program Files (x86)\ExcelLink\System\Logs\MYOB Export Logs\. Your error checking mechanism should scan the file name prefixes or the date modified and work out when the log was generated. These files are generated by MYOB when we write data to MYOB. We simply copy them and archive them. Each time the overnight process run, you should get 4 files (one ending n Customers, Suppliers, Customer Invoices or Supplier Invoices). Your error checking should also make note of anything missing files. The main parts you want to read are the last three lines which will always be included. See the sample below. 364 records imported without errors. 0 records skipped. 0 records imported with warnings. Where it says XXX records skipped, this means MYOB rejected some records and implies something didn’t write into MYOB. Where it says XXX records imported with warnings, this means MYOB manipulated the data somewhat. It may have truncated something, defaulted something or changed something. I believe you should raise this as a possible error as we did try hard to mitigate this from happening. It’s not fatal, but should be looked into. Any lines above those last three lines indicate the actual error that was raised. As such, any line starting with a negative number is an error. Any line starting with a positive number is a warning. And MYOB will detail the description that applies to those lines. I wouldn’t worry too much about this content, but if you want to know what it’s for or care to interpret, this gives you a rough idea. 89403022f8e96cb348e87dbf0e7cd58de4372f6d 623 622 2013-09-10T11:49:38Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == BudgetLink generates various log files when performing certain processes. == General == * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * The system will only retain the last 200 log files by default before recycling the space and removing the older files. * The files are prefixed with a date/time stamp being the year-month-day DASH hour-minute-seconds as in 130601 – 1200 – Auto Upload.txt == Related == [[Get Data Logs]] [[Auto Upload Logs]] All automated get data process that get scheduled by windows get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Auto Upload Logs\. Your error checking mechanism should scan the file name prefixes or the date modified of the file to work out when the log was generated. Then open the content of the log and search for the word “Failed”. Anything that says Failed implied something failed reading CMS or MYOB or BOTH. Also, you should probably check for files you expect to be created and raise an exception if you don’t see an auto upload log each and every day. This implies the process didn’t even start and something may be wrong with the scheduled task. [[MYOB Export Logs]] All writes to MYOB get logged (whether manual or automated) under the following folder C:\Program Files (x86)\ExcelLink\System\Logs\MYOB Export Logs\. Your error checking mechanism should scan the file name prefixes or the date modified and work out when the log was generated. These files are generated by MYOB when we write data to MYOB. We simply copy them and archive them. Each time the overnight process run, you should get 4 files (one ending n Customers, Suppliers, Customer Invoices or Supplier Invoices). Your error checking should also make note of anything missing files. The main parts you want to read are the last three lines which will always be included. See the sample below. 364 records imported without errors. 0 records skipped. 0 records imported with warnings. Where it says XXX records skipped, this means MYOB rejected some records and implies something didn’t write into MYOB. Where it says XXX records imported with warnings, this means MYOB manipulated the data somewhat. It may have truncated something, defaulted something or changed something. I believe you should raise this as a possible error as we did try hard to mitigate this from happening. It’s not fatal, but should be looked into. Any lines above those last three lines indicate the actual error that was raised. As such, any line starting with a negative number is an error. Any line starting with a positive number is a warning. And MYOB will detail the description that applies to those lines. I wouldn’t worry too much about this content, but if you want to know what it’s for or care to interpret, this gives you a rough idea. b33d1a820bcfb2fc28b54506d28212367447c843 625 623 2013-09-10T11:50:26Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink generates various log files when performing certain processes. == General == * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * The system will only retain the last 200 log files by default before recycling the space and removing the older files. * The files are prefixed with a date/time stamp being the year-month-day DASH hour-minute-seconds as in 130601 – 1200 – Auto Upload.txt == Related == [[Get Data Logs]] [[Auto Upload Logs]] [[MYOB Export Logs]] All writes to MYOB get logged (whether manual or automated) under the following folder C:\Program Files (x86)\ExcelLink\System\Logs\MYOB Export Logs\. Your error checking mechanism should scan the file name prefixes or the date modified and work out when the log was generated. These files are generated by MYOB when we write data to MYOB. We simply copy them and archive them. Each time the overnight process run, you should get 4 files (one ending n Customers, Suppliers, Customer Invoices or Supplier Invoices). Your error checking should also make note of anything missing files. The main parts you want to read are the last three lines which will always be included. See the sample below. 364 records imported without errors. 0 records skipped. 0 records imported with warnings. Where it says XXX records skipped, this means MYOB rejected some records and implies something didn’t write into MYOB. Where it says XXX records imported with warnings, this means MYOB manipulated the data somewhat. It may have truncated something, defaulted something or changed something. I believe you should raise this as a possible error as we did try hard to mitigate this from happening. It’s not fatal, but should be looked into. Any lines above those last three lines indicate the actual error that was raised. As such, any line starting with a negative number is an error. Any line starting with a positive number is a warning. And MYOB will detail the description that applies to those lines. I wouldn’t worry too much about this content, but if you want to know what it’s for or care to interpret, this gives you a rough idea. 89cbbca725eda4a8539e6f26a83c1991efa0e983 629 625 2013-09-10T11:54:41Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink generates various log files when performing certain processes. == General == * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * The system will only retain the last 200 log files by default before recycling the space and removing the older files. * The files are prefixed with a date/time stamp being the year-month-day DASH hour-minute-seconds as in 130601 – 1200 – Auto Upload.txt == Related == [[Get Data Logs]] [[Auto Upload Logs]] [[MYOB Export Logs]] cc0055271089dfb83fcaa9a9166a6e85cf449d1b 0 168 624 2013-09-10T11:49:51Z Jeff 1 Created page with "Any manual get data process get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Get Data Logs\" wikitext text/x-wiki Any manual get data process get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Get Data Logs\ ebfc27e032a3dd4f5cca084c0ee57fc205db22db 0 169 626 2013-09-10T11:50:34Z Jeff 1 Created page with "All automated get data process that get scheduled by windows get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Auto Upload Logs\. Your error checking mechanism s..." wikitext text/x-wiki All automated get data process that get scheduled by windows get logged under C:\Program Files (x86)\ExcelLink\System\Logs\Auto Upload Logs\. Your error checking mechanism should scan the file name prefixes or the date modified of the file to work out when the log was generated. Then open the content of the log and search for the word “Failed”. Anything that says Failed implied something failed reading CMS or MYOB or BOTH. Also, you should probably check for files you expect to be created and raise an exception if you don’t see an auto upload log each and every day. This implies the process didn’t even start and something may be wrong with the scheduled task. fce6bf589de37596674bfb6ad1cecf2b46dfdc1a 627 626 2013-09-10T11:53:20Z Jeff 1 wikitext text/x-wiki All automated get data process that get scheduled by windows get logged under [BudgetLink Folder]\System\Logs\Auto Upload Logs\. == Information == Anything that says Failed implies that something failed during the auto upload process. If the Auto Upload Log file does not get created at all implies the process didn’t even start and something may be wrong with the scheduled task. 4c1fe1e81abddb806e209dbc1e4d584f3ac28c97 628 627 2013-09-10T11:53:39Z Jeff 1 wikitext text/x-wiki == Overview == All automated get data process that get scheduled by windows get logged under [BudgetLink Folder]\System\Logs\Auto Upload Logs\. == Information == Anything that says Failed implies that something failed during the auto upload process. If the Auto Upload Log file does not get created at all implies the process didn’t even start and something may be wrong with the scheduled task. c01951cb3a602b947236bd7f26f33bca1e5d568f 0 170 630 2013-09-10T11:55:25Z Jeff 1 Created page with "All writes to MYOB get logged (whether manual or automated) under the following folder C:\Program Files (x86)\ExcelLink\System\Logs\MYOB Export Logs\. Your error checking mec..." wikitext text/x-wiki All writes to MYOB get logged (whether manual or automated) under the following folder C:\Program Files (x86)\ExcelLink\System\Logs\MYOB Export Logs\. Your error checking mechanism should scan the file name prefixes or the date modified and work out when the log was generated. These files are generated by MYOB when we write data to MYOB. We simply copy them and archive them. Each time the overnight process run, you should get 4 files (one ending n Customers, Suppliers, Customer Invoices or Supplier Invoices). Your error checking should also make note of anything missing files. The main parts you want to read are the last three lines which will always be included. See the sample below. 364 records imported without errors. 0 records skipped. 0 records imported with warnings. Where it says XXX records skipped, this means MYOB rejected some records and implies something didn’t write into MYOB. Where it says XXX records imported with warnings, this means MYOB manipulated the data somewhat. It may have truncated something, defaulted something or changed something. I believe you should raise this as a possible error as we did try hard to mitigate this from happening. It’s not fatal, but should be looked into. Any lines above those last three lines indicate the actual error that was raised. As such, any line starting with a negative number is an error. Any line starting with a positive number is a warning. And MYOB will detail the description that applies to those lines. I wouldn’t worry too much about this content, but if you want to know what it’s for or care to interpret, this gives you a rough idea. 40cdc4b3b2b2431dff2725806a8ad9d117e50c2d 631 630 2013-09-10T11:56:00Z Jeff 1 wikitext text/x-wiki == Overview == All writes to MYOB get logged (whether manual or automated) under the following folder [BudgetLink Folder]\System\Logs\MYOB Export Logs\. Your error checking mechanism should scan the file name prefixes or the date modified and work out when the log was generated. These files are generated by MYOB when we write data to MYOB. We simply copy them and archive them. Each time the overnight process run, you should get 4 files (one ending n Customers, Suppliers, Customer Invoices or Supplier Invoices). Your error checking should also make note of anything missing files. The main parts you want to read are the last three lines which will always be included. See the sample below. 364 records imported without errors. 0 records skipped. 0 records imported with warnings. Where it says XXX records skipped, this means MYOB rejected some records and implies something didn’t write into MYOB. Where it says XXX records imported with warnings, this means MYOB manipulated the data somewhat. It may have truncated something, defaulted something or changed something. I believe you should raise this as a possible error as we did try hard to mitigate this from happening. It’s not fatal, but should be looked into. Any lines above those last three lines indicate the actual error that was raised. As such, any line starting with a negative number is an error. Any line starting with a positive number is a warning. And MYOB will detail the description that applies to those lines. I wouldn’t worry too much about this content, but if you want to know what it’s for or care to interpret, this gives you a rough idea. 41eef6aee7b457625e70e4489e718a29f6decf93 0 93 632 413 2013-09-11T02:30:22Z Jeff 1 wikitext text/x-wiki == Overview == === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click BudgetLink.exe. It may be located at the bottom of your Browser # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear. # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] a5de62750ee8d806e78851a413f84a692a6be3f8 0 114 633 404 2013-09-11T02:31:08Z Jeff 1 /* Overview */ wikitext text/x-wiki === Overview === The BudgetLink Installer is a Winzip Self Extractor file which contains [[Excel Workbooks]], [[Excel Addins]], [[Access Databases]] and a [[BudgetLink.exe]] file in folders. After extracting the files to the installation folder, BudgetLink.xls will open. 2e0bda7120d406a35f1d063d543ed7152bcd2cf6 0 116 635 412 2013-09-11T02:35:52Z Jeff 1 wikitext text/x-wiki == Overview == The [[BudgetLink Program]] contains Excel Addins. In some cases existing other Excel Addins already installed can cause conflicts with BudgetLink. This message may appear during start-up if BudgetLink detects other 3rd Party Addins. It is not in itself a problem, however if BudgetLink does not behave as you expect then this may be a place to start trouble shooting === Related === [[Installing BudgetLink]] 787b4c574ec2920cf3a50954cac27ca332a81a31 0 172 636 2013-09-11T02:37:45Z Jeff 1 Created page with "== Overview == As Excel is the application, extracting BudgetLink Workbook does not create a link in the program files. So to make it easier to launch BudgetLink going we have..." wikitext text/x-wiki == Overview == As Excel is the application, extracting BudgetLink Workbook does not create a link in the program files. So to make it easier to launch BudgetLink going we have added a script to add a shortcut to the desktop. 5e0b96b46d5591beeebb5b56703bd504bf77b15f 637 636 2013-09-11T02:38:41Z Jeff 1 wikitext text/x-wiki == Overview == As Excel is the application, extracting BudgetLink Workbook does not create a link in the program files. So to make it easier to launch BudgetLink going we have added a script to add a desktop shortcut to the [[BudgetLink.exe]]. Going forward you will be able start BudgetLink by clicking on that shortcut. 84341ef9a3c827e7a5a7207e2f2733c1cdf72be1 0 173 638 2013-09-11T02:41:01Z Jeff 1 Created page with "== Overview == The BudgetLink.exe is a small app whose simple role is to start a [[New Instance of Excel]] and then open the BudgetLink.xls workbook which is located in the Sy..." wikitext text/x-wiki == Overview == The BudgetLink.exe is a small app whose simple role is to start a [[New Instance of Excel]] and then open the BudgetLink.xls workbook which is located in the System folder. It is located in the [[BudgetLink Folder]] cb7128ddcea83081edb0a211f806f72d714831ef 640 638 2013-09-11T02:43:41Z Jeff 1 wikitext text/x-wiki == Overview == The BudgetLink.exe is a small app whose simple role is to start a [[New Instance of Excel]] and then open the [[BudgetLink.xls]] workbook which is located in the System folder. It is located in the [[BudgetLink Folder]] 627aefdf96031a27fb59924d60b8e3a039748c39 0 174 639 2013-09-11T02:42:57Z Jeff 1 Created page with "== Overview == When BudgetLink opens it starts Excel. If Excel is already open it then starts a separate process and then proceeds to open BudgetLink in that separate process..." wikitext text/x-wiki == Overview == When BudgetLink opens it starts Excel. If Excel is already open it then starts a separate process and then proceeds to open BudgetLink in that separate process. The reason why we do it this way is so that if you already have Workbooks open, the will not be effected by the processing that BudgetLink does particulary during the Get Data process 757925f721dd9dc19bc4bdc02a9a9f93ccfde180 0 175 641 2013-09-11T02:45:16Z Jeff 1 Created page with "== Overview == BudgetLink.xls is the workbook that centralises all of the functions where the [[Reports]] get their data from." wikitext text/x-wiki == Overview == BudgetLink.xls is the workbook that centralises all of the functions where the [[Reports]] get their data from. ef93f96217c942e1fc53708d83d2d18ad27431da 642 641 2013-09-11T02:45:56Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink.xls is the workbook that centralises all of the functions where the [[Reports]] get their data from. It is located in the system folder in the [BudgetLink Folder]] 76d3805275f04e4b2986eeb40542bdb36e7c0a8d 0 176 643 2013-09-11T02:47:50Z Jeff 1 Created page with "== Overview == The Welcome to BudgetLink form opens during the BudgetLink start up process. If you don't see this form during start-up then its a sign that Excel macros will n..." wikitext text/x-wiki == Overview == The Welcome to BudgetLink form opens during the BudgetLink start up process. If you don't see this form during start-up then its a sign that Excel macros will need to be enabled. d533d56ca7b995525868424975405d7f09a51308 0 177 644 2013-09-11T02:49:28Z Jeff 1 Created page with "== Overview == The getting started guide is a PDF document that is shipped with BudgetLink and can be viewed from within the solution" wikitext text/x-wiki == Overview == The getting started guide is a PDF document that is shipped with BudgetLink and can be viewed from within the solution a9d652bb653b1bf4057f8e5954ad5a525a14f107 645 644 2013-09-11T02:50:27Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The getting started guide is a PDF document that is shipped with BudgetLink and can be viewed from within the solution. It runs through the process of either setting up a new installation or upgrading and existing version In future the getting started guide will be moved to this Wiki 637828935cc928c4fa4a3942ed4f541a4d8976cf 0 93 646 632 2013-09-11T03:22:30Z Jeff 1 wikitext text/x-wiki == Overview == === Steps === # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click Install_BudgetLink.exe. It may be located at the bottom of your Browser # Choose Run. The Winzip Self Extractor - BudgetLink.exe form will appear. # At the Unzip to folder: [[Choose the folder to install BudgetLink]] # Click Unzip. An unzipped successfully message should appear when done # Click OK. BudgetLink will open # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear. # If the [[Third-Party Excel Addins Detected]] message appears click OK. # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display. # Click [[Getting Started Guide]] and follow the instructions to complete the installation == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] d4241526dd588fbb40bf2f32fb4729df9f7b3c25 698 646 2013-11-25T23:40:33Z Nic 2 wikitext text/x-wiki == Overview == === Steps === [[File:InstallBudgetLink.png|200px|thumb|right|Installing BudgetLink]] # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink will open; # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear; # If the [[Third-Party Excel Addins Detected]] message appears click OK; # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 074f7105d1b98f34c8cb2a82bf5e7293e2ca4c58 699 698 2013-11-25T23:40:42Z Nic 2 wikitext text/x-wiki == Overview == === Steps === [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink will open; # Click Yes to [[Add a Trusted Location]]. Excel will start and a Welcome to BudgetLink form will appear; # If the [[Third-Party Excel Addins Detected]] message appears click OK; # Click yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 4ae817c85f3e0a292997c16d3e78070d5c81e64d 701 699 2013-11-25T23:46:34Z Nic 2 wikitext text/x-wiki == Overview == === Steps === [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink will open. You may need to enable macros in order for BudgetLink to start fully; # Click Yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 90e31c5b5f1b1fade6cbe73ae0975b3012784030 702 701 2013-11-25T23:47:48Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink will open. You may need to enable macros in order for BudgetLink to start fully; # Click Yes to [[Create BudgetLink Shortcut|Create a BudgetLink Shortcut]]. The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] e41171550fa0dd16c852433d494654a1184e9892 0 1 647 618 2013-09-13T00:37:49Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 21d8866f5d20434979579622d103bc1c603d5f28 652 647 2013-09-13T04:09:04Z Jeff 1 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 94dc05d5bf447a295eab961b2837950617ec67e9 653 652 2013-09-20T05:01:44Z Jeff 1 /* Reports */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 87f83da49f09b5c84254d2bdc53b88b13c21a11b 654 653 2013-09-20T05:04:07Z Jeff 1 /* Reports */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 5867b0f9a6f49851799a29152a402d8e7818eaeb 667 654 2013-10-23T03:45:56Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 7aec0889121eb1d624494c252fd9923dfc46e4d7 0 178 648 2013-09-13T00:46:20Z Jeff 1 Created page with "== Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will..." wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick '''Disable Cash Version'''. # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. 7c0f44ab0f540a7fea239598555e866b4b83fde7 649 648 2013-09-13T00:48:26Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick '''Disable Cash Version'''. # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. 75ae8faeeea00e593b22301fe618d4fa7f4772e9 650 649 2013-09-13T00:48:55Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version'. # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. f75f1f1c5cacc5169e509c777ea4a6ad4f8113c8 651 650 2013-09-13T00:50:07Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version'. # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 3d75fb1594552a3b75d3df4a140affd4a7bcaaf1 0 132 655 495 2013-10-04T04:41:12Z Jeff 1 /* Testing the MYOB ODBC driver using the TestConnection tool from MYOB */ wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs then [[Re-install the MYOB ODBC Driver]] <br clear=all> 49f27ea6566140f7ec27685f30fea96f197e2c50 656 655 2013-10-04T04:41:48Z Jeff 1 /* Testing the MYOB ODBC driver using the TestConnection tool from MYOB */ wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs then try [[Re-install the MYOB ODBC Driver]] <br clear=all> 40309f0eae18e0ac530f34560ef7d832f3cd8ff3 657 656 2013-10-04T04:42:49Z Jeff 1 /* Testing the MYOB ODBC driver using the TestConnection tool from MYOB */ wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs then try reinstalling the MYOB ODBC Driver. For more information see [[Re-installing the MYOB ODBC Driver]] <br clear=all> 5fd6a0105415ac29701e2c88028d5672ca9a90ab 0 179 658 2013-10-04T04:43:48Z Jeff 1 Created page with " --- To Re-install the MYOB ODBC Driver --- Remove any DSN's that use the ODBC Driver Uninstall the MYOB ODBC Driver Install the MYOB ODBC Driver" wikitext text/x-wiki --- To Re-install the MYOB ODBC Driver --- Remove any DSN's that use the ODBC Driver Uninstall the MYOB ODBC Driver Install the MYOB ODBC Driver 4a2f74ba9e2146960974af5a9dfe609767a72aad 659 658 2013-10-04T04:44:27Z Jeff 1 wikitext text/x-wiki === To Re-install the MYOB ODBC Driver === Remove any DSN's that use the ODBC Driver Uninstall the MYOB ODBC Driver Install the MYOB ODBC Driver 87316e26a50e9abd6b8fc69a189481563aadc792 660 659 2013-10-04T04:44:54Z Jeff 1 wikitext text/x-wiki === To Re-install the MYOB ODBC Driver === # Remove any DSN's that use the ODBC Driver # Uninstall the MYOB ODBC Driver # Install the MYOB ODBC Driver fc21e19f600264ee20fbace27f1f86c1461d6a4e 661 660 2013-10-04T04:45:37Z Jeff 1 wikitext text/x-wiki === To re-install the MYOB ODBC Driver === # Remove any DSN's that use the ODBC Driver # Uninstall the MYOB ODBC Driver # Install the MYOB ODBC Driver 572ad954547ffb5a8ca68d992cb7c68388357fae 0 47 662 617 2013-10-14T04:22:32Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == New Items == What happens if the Task does not end? Should Settings > Stop the task if it takes longer than 1 hour ? 4d3cf184c13980c1847069855ce3306e6af2f7b1 663 662 2013-10-14T04:23:02Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == What happens if the Task does not end? Should Settings - Stop the task if it takes longer than 1 hour ? 2fcb9b1c245567b6cf9ae38c01598ed9709a7ed1 664 663 2013-10-14T04:23:24Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? * Should Settings - Stop the task if it takes longer than 1 hour ? 852ff1f0d25831d6e74d1e5d91522c6ada78c945 665 664 2013-10-14T04:23:45Z Jeff 1 /* Questions */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? 3f474b043efdf36c4022b272a32ccc0d9f8b3419 666 665 2013-10-14T04:24:29Z Jeff 1 /* Questions */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance ee8e47a26973225819fe7369bbcdc66d2902b556 0 45 672 267 2013-10-23T22:36:08Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] 2b9b64536f1c9420a68c3757cc5378e0e8ed8214 673 672 2013-10-23T22:43:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] 9ce9f21b41a883bfe36a9db67724933e53158896 674 673 2013-10-23T22:44:43Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] 1cda594aad6b00fa8faa1ba23645b269cb7c00fa 675 674 2013-10-23T22:45:04Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] e52f3318cf2978e7ebdd239c1f7cccaed118442e 696 675 2013-11-25T22:42:17Z Jeff 1 /* How to display report */ wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the [[Report Pack]] you wish to open; # Once the [[Report Pack]] is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Edit Layout|How to change the what columns display in a Report]] 079eee2006f1d8881c04f79401841b4950307273 0 181 676 2013-10-23T22:49:21Z Nic 2 Created page with "By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so ..." wikitext text/x-wiki By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Hide Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 21339072316d5525da08304a34dc0f12265a7d10 680 676 2013-10-23T23:47:34Z Nic 2 wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|200px|thumb|left|Hiding reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Hide Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] d8197e1fa62619d746e6fc30d33efc797729f8a0 681 680 2013-10-23T23:47:49Z Nic 2 wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Hiding reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Hide Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] bafcdad511ada0a82c800900685a6773cf4fbc02 683 681 2013-10-23T23:49:16Z Nic 2 wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Hiding reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and have all other hide automatically. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Hide Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 6e8bc6be05799a53728ff332b32b1cada137170f 687 683 2013-10-23T23:51:50Z Nic 2 wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Hiding reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and have all other reports hide automatically. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Hide Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] f49adcc010a53a3b7bd58df1e1762e37da1c27cf 6 182 677 2013-10-23T23:45:46Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 183 678 2013-10-23T23:46:03Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 184 679 2013-10-23T23:46:15Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 185 682 2013-10-23T23:48:44Z Nic 2 Created page with "[[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Close reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel..." wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Close reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and have all other close automatically. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Close Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] c214b1838975d5fbebbb256aade5ae507afa1546 688 682 2013-10-23T23:52:05Z Nic 2 wikitext text/x-wiki [[File:HideWorkbooksWhenNavigating.png|300px|thumb|right|Close reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and have all other reports close automatically. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Close Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 711a15760a9766d0cb1979d6fa22f792cd3eb71f 689 688 2013-10-23T23:52:17Z Nic 2 wikitext text/x-wiki [[File:CloseWorkbooksWhenNavigating.png|300px|thumb|right|Close reports when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and have all other reports close automatically. To do so, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Close Workbooks'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 0ab31a0c48e983ed20ce42b3738f336c43458c9a 0 186 684 2013-10-23T23:50:24Z Nic 2 Created page with "[[File:LeaveWorkbookOpensWhenNavigating.png|300px|thumb|right|Leave reports open when navigating through the menu]] By default, as you navigate through the reports and workbo..." wikitext text/x-wiki [[File:LeaveWorkbookOpensWhenNavigating.png|300px|thumb|right|Leave reports open when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. If you changed this setting and whish to revert to using it, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Leave Workbooks Open'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 78d31b222a5d2ad0a2e7e8be6ce15d830bbcf6e5 685 684 2013-10-23T23:50:53Z Nic 2 wikitext text/x-wiki [[File:LeaveWorkbooksOpenWhenNavigating.png|300px|thumb|right|Leave reports open when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. If you changed this setting and whish to revert to using it, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Leave Workbooks Open'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 997def82ec8fb88e435a02fdd881541da45c4e33 686 685 2013-10-23T23:51:15Z Nic 2 wikitext text/x-wiki [[File:LeaveWorkbooksOpenWhenNavigating.png|300px|thumb|right|Leave reports open when navigating through the menu]] By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. If you changed this setting and wish to revert to using it, follow these steps. # Start '''BudgetLink'''; # From the Menu, click on '''30. Settings'''. Then click on '''Options'''; # Click on the '''User Options''' button; # In the '''Options''' dialogue, click on '''Menu''' in the list; # Set the '''Action to take when navigating''' to '''Leave Workbooks Open'''; # Click on the '''Save''' button; # Click on the '''Close''' button to exit the '''Options''' dialogue. == Related Topics == * [[Menu]] 0e94b33127c5a821c5f80338f83551a0bd5eb03a 6 187 697 2013-11-25T23:39:09Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 115 700 409 2013-11-25T23:42:56Z Nic 2 wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server. === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] ad41b3d11e2f286c36b2276eec25d805cdd2ca79 0 111 703 400 2013-11-25T23:52:54Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser # [[Installing BudgetLink|Install BudgetLink]] == Related Links == * [[http://accountingaddons.com.au/support/consulting-and-support-services/ Support]] 2d317535fd9aa7ccf8b020f0f279a6580a3d9651 0 111 704 703 2013-11-26T00:03:33Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Click [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser # [[Installing BudgetLink|Install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] d84d43cb006a239f33776935e43329ad418ef0f0 705 704 2013-11-26T00:03:50Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser # [[Installing BudgetLink|Install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] 2ea4d7b41c2a8323b10449d0e52040dd50087203 706 705 2013-11-26T00:04:23Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with a BudgetLink.exe link # Click on the link to start the download. The BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] 52c558c0f6989da8bba2e9dd069b4d1bbd9f0c3a 0 172 707 637 2013-11-26T00:06:19Z Nic 2 wikitext text/x-wiki == Overview == As Excel is the application, extracting BudgetLink Workbook does not create a link in the program files. To make it easier to launch BudgetLink, we have added a script to add a desktop shortcut to the [[BudgetLink.exe]]. Going forward you will be able start BudgetLink by clicking on that shortcut. 42dc19ca87c90f450ca4687eae08ece6055dc263 709 707 2013-11-26T00:12:47Z Nic 2 wikitext text/x-wiki == Overview == [[File:CreateBudgetLinkShortcut.png|300px|thumb|right|Create BudgetLink Shortcut]] When starting BudgetLink for the first time, you will be prompted to create a shortcut for the [[BudgetLink.exe]] launcher. This is to make it easier to launch BudgetLink from your desktop. We strongly recommend you choose '''Yes''' when prompted. fc303a904d66b38eb19c88908d13eb58e367abde 6 188 708 2013-11-26T00:08:08Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 93 711 702 2013-11-26T00:32:50Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Once installed, BudgetLink should start. See [[Starting BudgetLink]] for more information. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] c214e0a8744739b2ca9b1003a5f0a918bd99a86c 712 711 2013-11-26T00:33:03Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; Once installed, BudgetLink should start. See [[Starting BudgetLink]] for more information. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] f5469b73f364294c085a63b1b1d1b7e60e88f601 713 712 2013-11-26T00:33:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; Once installed, BudgetLink should start. See [[Starting BudgetLink]] for more information. == Related Topics == * [[Starting BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 96b641f6ea7c72f18b2026ce08bfec405456f14e 715 713 2013-11-26T00:35:37Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; Once installed, BudgetLink should start. See [[Starting BudgetLink for the first time]] for more information. == Related Topics == * [[Starting BudgetLink for the first time]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 158b608484911a2b08867ba06fd169b9810ac7a8 721 715 2013-11-26T00:39:41Z Nic 2 wikitext text/x-wiki == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # [[Downloading BudgetLink|Download BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] b674b7f68d515ae280da857247ffc86bff107870 0 86 714 332 2013-11-26T00:34:35Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Starting BudgetLink for the first time == # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create a BudgetLink Shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 52eda2ea61794655e2d2d4b965e55a4a82e76507 717 714 2013-11-26T00:37:04Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 74f5406a9fb0c5388ca6530c6cf06df0d2826803 0 1 716 667 2013-11-26T00:36:08Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] * [[Starting BudgetLink for the first time]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] ee7d5421f565635202f56abbc066dde64f985719 722 716 2013-11-26T00:40:24Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Job Report Pack|Job Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 7aec0889121eb1d624494c252fd9923dfc46e4d7 723 722 2013-11-26T01:00:43Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Report Pack|Monthly Reports]] * [[Profit and Loss Report Pack|Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Report Pack|Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] bdad671aa43526c2e03a53f5473f3da5bce91178 724 723 2013-11-26T01:07:22Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] d64ad54f5c68f2e8f9f4f9314acf122493d8f7ed 746 724 2013-11-26T23:01:30Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Accruals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] e5a22af2a8bd12badcad4075e655b404ba91c5e2 0 115 725 700 2013-11-26T01:44:47Z Jeff 1 /* Overview */ wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. === Notes === If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] cec14874e1fa9e6897c46bee499ddcf740f52060 0 190 726 2013-11-26T01:47:04Z Jeff 1 Created page with "Currently the documentation to Upgrade BudgetLink is located in the Getting Started Guide This can be opened up from within BudgetLink" wikitext text/x-wiki Currently the documentation to Upgrade BudgetLink is located in the Getting Started Guide This can be opened up from within BudgetLink 6181e2cd783879beabf031b20398231fee8aac1d 0 191 727 2013-11-26T03:12:57Z Nic 2 Created page with "== Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional acc..." wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports * Slicing your data file into various entities, departments or areas of interest * Creating a structure against which multiple data files will be consolidated * Creating a structure against which to report cash flow == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. See [[Creating an account hierarchy]], [[Editing an account hierarchy]], [[Editing the account hierarchy mappings]], [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] b4aaa130bed6af80fabff4d1a7d575735bd95e5b 728 727 2013-11-26T03:15:27Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. See [[Creating an account hierarchy]], [[Editing an account hierarchy]], [[Editing the account hierarchy mappings]], [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] 8c5344deb04a0abc3dcfe45adbed64d66f8227d4 731 728 2013-11-26T03:18:01Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy]]; * [[Editing an account hierarchy]]; * [[Editing the account hierarchy mappings]]; * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] 64bce8809b54007eaa8cebffbca26bd53b777f1c 732 731 2013-11-26T03:18:13Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy]]; * [[Editing an account hierarchy]]; * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] 4708088938d5da20635452d66b03ff8c11a63a67 733 732 2013-11-26T03:19:02Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Importing an account hierarchy from a data file]] * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] 5d4443a618a2b6756965d5dd7950e357b379435e 734 733 2013-11-26T03:19:15Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Importing an account hierarchy from a data file]]; * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] f48f723c571dbb1767b970f7a61399c6712b2f7e 0 192 729 2013-11-26T03:16:17Z Nic 2 Created page with "== Overview == The account sets functionality allows you to define additional chart of accounts in order to report on your data in different ways. However, rather than creati..." wikitext text/x-wiki == Overview == The account sets functionality allows you to define additional chart of accounts in order to report on your data in different ways. However, rather than creating an account hierarchy from scratch, it allows you to define rules to apply to your existing chart of accounts from your data file. The main purpose of these rules is to slice your data file into various entities, departments or areas of interest. == Managing Account Hierarchies == BudgetLink allows you to create any number of account sets. See [[Creating an account set]], [[Editing an account set]], [[Removing an account set]]. == Using account sets on reports == Once account sets are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] fb87fbe07783469bc5d2744f33bc1b8760c03d0f 730 729 2013-11-26T03:17:16Z Nic 2 wikitext text/x-wiki == Overview == The account sets functionality allows you to define additional chart of accounts in order to report on your data in different ways. However, rather than creating an account hierarchy from scratch, it allows you to define rules to apply to your existing chart of accounts from your data file. The main purpose of these rules is to slice your data file into various entities, departments or areas of interest. == Managing Account Hierarchies == BudgetLink allows you to create any number of account sets. For more information, see the following topics: * [[Creating an account set]]; * [[Editing an account set]]; * [[Removing an account set]]. == Using account sets on reports == Once account sets are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 91b744b04131090f1df04e17b816c67352cc5687 0 193 735 2013-11-26T03:25:26Z Nic 2 Created page with "== Overview == The company groups functionality allows you to define your own consolidation level of your data files. Similar to the [[Consolidated Company]], you will then b..." wikitext text/x-wiki == Overview == The company groups functionality allows you to define your own consolidation level of your data files. Similar to the [[Consolidated Company]], you will then be able to control how your data files get aggregated together and you will be able to run report against these company groups. While company groups control which data files get added together, it is important to stress that [[Account Hierarchies|account hierarchies]] control how the accounts of these data files get added together. == Managing Company Groups == BudgetLink allows you to create any number of company groups. For more information, see the following topics: * [[Creating a company group]]; * [[Editing a company group]]; * [[Removing a company group]]. == Using company groups on reports == Once company groups are created, BudgetLink has the capability to produce profit and loss, balance sheet or most other reports against these company groups. For more information, see [[Customising which company group gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 4938edcb3ad9acfffb8b45e7bb6e2879f3d7277c 736 735 2013-11-26T03:26:01Z Nic 2 wikitext text/x-wiki == Overview == The company groups functionality allows you to define your own consolidation level of your data files. Similar to the [[Consolidated Company]], you will then be able to control how your data files get aggregated together and you will be able to run report against these company groups. While company groups control which data files get added together, it is important to stress that [[Account Hierarchies|account hierarchies]] control how the accounts of these data files get added together. == Managing Company Groups == BudgetLink allows you to create any number of company groups. For more information, see the following topics: * [[Creating a company group]]; * [[Editing a company group]]; * [[Removing a company group]]. == Using company groups on reports == Once company groups are created, BudgetLink has the capability to produce profit and loss, balance sheet or most other reports against these company groups. For more information, see [[Customising which company group gets used on a report]]. == Related Topics == * [[Account Hierarchies]] * [[Companies]] ee7e023e3bc73354106a69f5e491ead13d9d5543 0 194 737 2013-11-26T03:37:44Z Nic 2 Created page with "== Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow y..." wikitext text/x-wiki == Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow you to add job headers, they typically do not allow you to create your own aggregations or different hierarchies. To solve this problem, Job groups can be created to sum any number of jobs together. The source jobs are chosen using rules which provide flexibility and automation. == Managing Job Groups == BudgetLink allows you to create any number of account sets. For more information, see the following topics: * [[Creating a job group]]; * [[Editing a job group]]; * [[Removing a job group]]. == Using job groups on reports == Once job groups are created, BudgetLink has the capability to control the job group that appear on a report. For more information, see [[Customising which job group gets used on a report]]. == Related Topics == * [[Job Sets]] cd613ef545d73e24b563f7d06a5e171d855146f7 0 195 738 2013-11-26T05:44:14Z Nic 2 Created page with "== Overview == BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your rep..." wikitext text/x-wiki == Overview == BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your reports at any level required. == Advanced Functionality == BudgetLink allows you to define additional hierarchies using either [[Account Hierarchy|account hierarchies]] or [[Account Sets|account sets]]. == How To Guides == === How to change the level at which your chart of account is used === By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change at which level you see your chart of account. For more information, see [[How to change the level at which your chart of account is used]]. === How to restructure the accounts use on reports === By default, BudgetLink will use your native chart of account as defined within your data file. By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Account Hierarchies]] * [[Account Sets]] 594134939eb969b329821ffb0416c47a1a5981c3 739 738 2013-11-26T05:48:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report using your profit and loss and balance sheet accounts. If your chart of accounts contain a hierarchy, BudgetLink can produce the your reports at any level required. == Advanced Functionality == BudgetLink allows you to define additional hierarchies using either [[Account Hierarchies|account hierarchies]] or [[Account Sets|account sets]]. == How To Guides == === How to change the level at which your chart of account is used === By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change at which level you see your chart of account. For more information, see [[How to change the level at which your chart of account is used]]. === How to restructure the accounts use on reports === By default, BudgetLink will use your native chart of account as defined within your data file. By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Account Hierarchies]] * [[Account Sets]] 8d5964139945be56364e196146a5cf2e2c378bd2 740 739 2013-11-26T22:22:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce the your reports at any level required. BudgetLink also provides more advanced functionality. Consult the following how to guides for more information. == Advanced Functionality == BudgetLink allows you to define additional hierarchies using either [[Account Hierarchies|account hierarchies]] or [[Account Sets|account sets]]. == How To Guides == === How to change the level at which your chart of account is shown === By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change the level at which you see your chart of account. For more information, see [[How to change the level at which your chart of account is shown]]. === How to restructure the accounts use on reports === By default, BudgetLink will use your native chart of account as defined within your data file. If you need to reorder or restructure your chart of accounts, you can use [[Account Hierarchies]] or [[Account Sets]]. [[Account Hierarchies]] allow you to define additional chart of accounts in order to report on your data in different ways. [[Account Sets]] allow you to slice your chart of accounts in order to report against various entities, departments or areas of interest. == Related Topics == * [[Account Hierarchies]] * [[Account Sets]] fe24fc0b43b2cefd5cb1f149a75fe9e54c439078 741 740 2013-11-26T22:23:55Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce your reports at any level required. BudgetLink also provides more advanced functionality. Consult the following how to guides for more information. == Advanced Functionality == BudgetLink allows you to define additional hierarchies using either [[Account Hierarchies|account hierarchies]] or [[Account Sets|account sets]]. == How To Guides == === How to change the level at which your chart of account is shown === By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change the level at which you see your chart of account. For more information, see [[How to change the level at which your chart of account is shown]]. === How to restructure the accounts use on reports === By default, BudgetLink will use your native chart of account as defined within your data file. If you need to reorder or restructure your chart of accounts, you can use [[Account Hierarchies]] or [[Account Sets]]. [[Account Hierarchies]] allow you to define additional chart of accounts in order to report on your data in different ways. [[Account Sets]] allow you to slice your chart of accounts in order to report against various entities, departments or areas of interest. == Related Topics == * [[Account Hierarchies]] * [[Account Sets]] 92f267794ca347f7bee92e49bed2d67abb57841a 742 741 2013-11-26T22:24:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report using the profit and loss and balance sheet accounts from your data file. If your chart of accounts contain a hierarchy (nested accounts), BudgetLink can produce your reports at any level required. BudgetLink also provides more advanced functionality. Consult the following how to guides for more information. == How To Guides == === How to change the level at which your chart of account is shown === By default, BudgetLink is configured to retrieve your full chart of accounts on reports. However, using the [[Customise]] functionality, you can change the level at which you see your chart of account. For more information, see [[How to change the level at which your chart of account is shown]]. === How to restructure the accounts use on reports === By default, BudgetLink will use your native chart of account as defined within your data file. If you need to reorder or restructure your chart of accounts, you can use [[Account Hierarchies]] or [[Account Sets]]. [[Account Hierarchies]] allow you to define additional chart of accounts in order to report on your data in different ways. [[Account Sets]] allow you to slice your chart of accounts in order to report against various entities, departments or areas of interest. == Related Topics == * [[Account Hierarchies]] * [[Account Sets]] fd1e5558119ecbdb055ab2d2135d3c7cca32d210 0 59 743 155 2013-11-26T22:25:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for tree financial years (last year, this year, next year), BudgetLink has no such restrictions. Consult the following how to guides for more information. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. However, BudgetLink can be configured to pull more (or loss) years into memory. Read the [[How to change the numbers of financial years available in BudgetLink]] guide for more information. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Periods]] 7255b8cbe123d9733a4d6b67af65e82d99699fff 0 196 744 2013-11-26T22:33:16Z Nic 2 Created page with "== Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB Acco..." wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 82f2bf3b4415c033e17a9d935c7a6a3236eb2e8b 0 110 745 394 2013-11-26T23:01:09Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the [[Drillown|drilldown]] functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. <br clear=all> == Related Topics == 808751fd4197cdc1658af0524650d7eed9bded53 747 745 2013-11-26T23:02:01Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. <br clear=all> == Related Topics == 4f8172fc13fb7badd2308dc2cb3cdbbdea02e2eb 0 84 748 274 2013-11-26T23:13:10Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu, all of the reports within that section will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Customising Reports]] c63a423a938f53cfd0add8fdcf6b08f98d607c3f 0 45 749 696 2013-11-26T23:15:00Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customise Report|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] e09145781e36840c17e3fd06b26e734046eb61f9 750 749 2013-11-26T23:15:27Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customising Reports|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] 90b318c4942d3f2af1a4b3143243ef37dc4444a2 0 144 751 548 2013-11-26T23:17:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific jobs for reporting purposes. As such, you can allow one user to report one set of jobs, and another to report on another set. You may wish to familiarise yourself with [[Job Sets]]. == Restricting the jobs to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignJobSetToLogin.png|300px|thumb|right|Assigning one or more job set to a login.]] To restrict the jobs to which users have access, please follow these instructions. # Create one or more '''Job Set'''. For more information, see [[Creating a job set]]; # Once the job set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Job Sets''' tab, check the job sets that apply to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a job set to the administrator account as this account must have access to all jobs. <br clear=all> == Related Topics == * [[Security]] c54b8aaa9ad35d4e7191c22a16398531745b71dd 0 145 752 550 2013-11-26T23:18:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's [[Security|security feature]] allows the administrator to grant users access to specific reports. As such, you can allow one user to use one set of reports, and another to use another set. You may wish to familiarise yourself with [[Worksheet Sets]]. == Restricting the reports to which users have access == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:AssignWorksheetSetToLogin.png|300px|thumb|right|Assigning a worksheet set to a login.]] To restrict the reports to which users have access, please follow these instructions. # Create one or more '''Worksheet Set'''. For more information, see [[Creating a worksheet set]]; # Once the worksheet set has been created, from the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Log in as the '''Administrator''' if prompted; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Worksheet Sets''' tab, use the dropdown to assign the correct worksheet set to the user; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * You cannot assign a worksheet set to the administrator account as this account must have access to all reports. <br clear=all> == Related Topics == * [[Security]] bf0d882c145e8b1263bbcfeaf794b9837151d30e 0 100 753 331 2013-11-26T23:20:17Z Nic 2 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the [[BudgetLink Menu]] click Help # From the [[BudgetLink Help Menu]] click Links # From the [[BudgetLink Help Links Menu]] click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] === Related === a62489507a0554d9f0ed974cceb63e908ddcd045 754 753 2013-11-26T23:20:27Z Nic 2 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the [[BudgetLink Menu]] click Help # From the [[BudgetLink Help Menu]] click Links # From the [[BudgetLink Help Links Menu]] click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == 9bf4a0ee8902dae20e7531b547d14cb5e87d5b29 0 197 755 2013-11-26T23:31:41Z Nic 2 Created page with "== Overview == The Sales [[Versions|version]] allows you to report on your sales data, by only looking at the sales information and nothing else. == Accounting Products Supp..." wikitext text/x-wiki == Overview == The Sales [[Versions|version]] allows you to report on your sales data, by only looking at the sales information and nothing else. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] == Related Topics == * [[Versions]] * [[Orders]] * [[Quotes]] 543f72b26b8b7dd12fb52d27fd8d012c1d2eaa46 0 198 756 2013-11-26T23:36:07Z Nic 2 Created page with "== Overview == The Orders [[Versions|version]] allows you to report on your orders data, by only looking at the sales orders and purchase orders information and nothing else...." wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to report on your orders data, by only looking at the sales orders and purchase orders information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming orders will be. == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 839e0cc7801353a98627eb78395c23c31a699ba0 0 199 757 2013-11-26T23:37:25Z Nic 2 Created page with "== Overview == The Quotes [[Versions|version]] allows you to report on your quotes data, by only looking at the sales quotes and purchase quotes information and nothing else...." wikitext text/x-wiki == Overview == The Quotes [[Versions|version]] allows you to report on your quotes data, by only looking at the sales quotes and purchase quotes information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming quotes will be. == How to Guides == === How to control the timing (date) of your quotes === BudgetLink can determine the timing (date) of your quotes using the '''quote's date''' or the '''promised date'''. For more information, see [[How to control the timing of your quotes]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Orders]] d48acd0bba41528a08d73cfced0a86485fdcae00 0 164 758 600 2013-11-27T10:47:15Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Related Topics == * [[Troubleshooting Get Data Problems]] 35fd2dcd78cbab89e48679b8029e08a3d585d501 0 47 759 666 2013-12-01T22:46:56Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. This folder is required for Microsoft Excel 32-bit. '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 5cd5c96b9615feb27b2c29344c50c4e886fad31d 760 759 2013-12-01T22:47:25Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. This folder is required for Microsoft Excel 32-bit * '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. * '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Notes == * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 4421b67a5f0d26d14b9019cbfdf00b5885a05f54 761 760 2013-12-01T23:03:01Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. Otherwise, it is possible that the task launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Required DCOM settings for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # Start Component Services using the windows Start menu, typing run, and running '''mmc comexp.msc /32''' for 32-bit excel and '''dcomcnfg''' for 64-bit excel; # Navigate to Component Services, then Computers, then My Computer and click on DCOM Config; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under Launch and Activation Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Access Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Configuration Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 125a0a30dcb9c0277ec6cf03f54046865cf3c2e6 762 761 2013-12-01T23:03:27Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. Otherwise, it is possible that the task launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Required DCOM settings for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # Start Component Services using the windows Start menu, typing run, and running '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to Component Services, then Computers, then My Computer and click on DCOM Config; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under Launch and Activation Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Access Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Configuration Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 180511dbbdbfa21e03995b548c3052b40ff57382 765 762 2013-12-01T23:08:53Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. Otherwise, it is possible that the task launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # Start Component Services using the windows Start menu, typing run, and running '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to Component Services, then Computers, then My Computer and click on DCOM Config; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under Launch and Activation Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Access Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Configuration Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance e1cdf2eaa8a6c0fd4d7cb6ee7511acbebe831045 766 765 2013-12-01T23:09:13Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. Otherwise, it is possible that the task launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # Start Component Services using the windows Start menu, typing run, and running '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to Component Services, then Computers, then My Computer and click on DCOM Config; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under Launch and Activation Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Access Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under Configuration Permissions, select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 03af66a9ecfacbad769985520ee7fd80919e5454 767 766 2013-12-01T23:12:22Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. Otherwise, it is possible that the task launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. Otherwise, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config'''; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 0910ba21ab6c629d3a95d37dcdae62096b76c27c 768 767 2013-12-02T21:53:52Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. While these folders do not need to contain anything, they are required by Excel somehow in order to launch correctly. If they are missing, it is possible that the scheduled task will launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 34-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' === Notes === * As stated before, they do not need to contain anything but they must be present. == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to allow applications to communicate with each other. In this case, it is use by the task scheduler to talk to Excel. If it is not configured correctly, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config'''; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 56340a84c386a63f16d67b77b9e3c17faa13b27a 769 768 2013-12-02T21:54:04Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. While these folders do not need to contain anything, they are required by Excel somehow in order to launch correctly. If they are missing, it is possible that the scheduled task will launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 64-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' === Notes === * As stated before, they do not need to contain anything but they must be present. == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to allow applications to communicate with each other. In this case, it is use by the task scheduler to talk to Excel. If it is not configured correctly, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config'''; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == [[Get Data]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 6c432789119a080246636daa3a504f1156ca17d2 6 200 763 2013-12-01T23:07:09Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 201 764 2013-12-01T23:07:23Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 771 746 2013-12-05T00:33:36Z Jeff 1 /* Data Sets */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals]] * [[Budgets]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] e4e1220f7a5633663dd10d75ccd5593fcf3d2582 772 771 2013-12-05T00:34:02Z Jeff 1 /* Data Sets */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals]] * [[Budgets]] * [[Forecasts]] * [[Cash]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 183836a30331864c9bb401a13b1f43cc2e48160a 773 772 2013-12-05T00:35:30Z Jeff 1 /* Data Sets */ wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 49793840adfd25561f97fe30c16f222b6331feab 800 773 2013-12-15T23:44:56Z Nic 2 wikitext text/x-wiki == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. f23cab4f0c9151d97394543a266fcd5564d239b2 801 800 2013-12-16T00:13:39Z Nic 2 wikitext text/x-wiki __NOTOC__ == Overview of BudgetLink == BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. 62f480df6ca6a24c99bbd44f193b8b7c74bee402 802 801 2013-12-16T00:14:05Z Nic 2 wikitext text/x-wiki __NOTOC__ BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. bf7c5a63ef17359eeddc5fa3488b5056be46f066 803 802 2013-12-16T00:14:30Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ c18dd3e52bdccabb6e8cb95cc7a2038a4f80540f 812 803 2013-12-16T06:10:30Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a Registration Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 09f0b96f89b901e5e2d07bfb67f127332aaae515 0 202 774 2013-12-05T01:04:24Z Jeff 1 Created page with "== Overview == BudgetLink allows you to report actuals on a Cash Basis as opposed to an Accrual basis. BudgetLink supports two types of Cash Versions. One is MYOB Cash which ..." wikitext text/x-wiki == Overview == BudgetLink allows you to report actuals on a Cash Basis as opposed to an Accrual basis. BudgetLink supports two types of Cash Versions. One is MYOB Cash which matches the Cash Profit and Loss Report generated in MYOB. The second is Cash CR DR which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. The Cash versions are only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed the Cash Edition is not enabled. The reason is that it pulls data from most of the detail transaction tables which slows the get data process. == Enable Cash Version == # To enable a Cash version, start BudgetLink and from the Menu go to 30. Settings > Options and Administration > Set User Options # Click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will significantly slow the get data process down # Click Save # In the New - Options Saved form click OK # In the Options dialogue, click Close # Goto 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK == Using the Cash Version == # Once the Cash Version has been enabled, The Customise form on reports will be modified as follows depending on the report it was opened from ## Some reports will either display an Actual Version filter witht options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR ## Others will include either the Cash or Cash DR CR version in the Version drop down 8072f9e5c6cb07a89c1666b9ab864181710ed5a1 775 774 2013-12-05T01:04:53Z Jeff 1 /* Using the Cash Version */ wikitext text/x-wiki == Overview == BudgetLink allows you to report actuals on a Cash Basis as opposed to an Accrual basis. BudgetLink supports two types of Cash Versions. One is MYOB Cash which matches the Cash Profit and Loss Report generated in MYOB. The second is Cash CR DR which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. The Cash versions are only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed the Cash Edition is not enabled. The reason is that it pulls data from most of the detail transaction tables which slows the get data process. == Enable Cash Version == # To enable a Cash version, start BudgetLink and from the Menu go to 30. Settings > Options and Administration > Set User Options # Click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will significantly slow the get data process down # Click Save # In the New - Options Saved form click OK # In the Options dialogue, click Close # Goto 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK == Using the Cash Version == Once the Cash Version has been enabled, The Customise form on reports will be modified as follows depending on the report it was opened from # Some reports will either display an Actual Version filter witht options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR # Others will include either the Cash or Cash DR CR version in the Version drop down 9ff8513f6cdcc0530829f5d4b036d3aba1aceab5 776 775 2013-12-05T01:05:08Z Jeff 1 /* Using the Cash Version */ wikitext text/x-wiki == Overview == BudgetLink allows you to report actuals on a Cash Basis as opposed to an Accrual basis. BudgetLink supports two types of Cash Versions. One is MYOB Cash which matches the Cash Profit and Loss Report generated in MYOB. The second is Cash CR DR which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. The Cash versions are only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed the Cash Edition is not enabled. The reason is that it pulls data from most of the detail transaction tables which slows the get data process. == Enable Cash Version == # To enable a Cash version, start BudgetLink and from the Menu go to 30. Settings > Options and Administration > Set User Options # Click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will significantly slow the get data process down # Click Save # In the New - Options Saved form click OK # In the Options dialogue, click Close # Goto 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK == Using the Cash Version == Once the Cash Version has been enabled, The Customise form on reports will be modified as follows depending on the report it was opened from: # Some reports will either display an Actual Version filter witht options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR # Others will include either the Cash or Cash DR CR version in the Version drop down 5faa8797f5b9a3fa57258124d11683d65720993b 777 776 2013-12-05T01:12:56Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data on a Cash Accounting Method in addition to Accrual Accounting Method. BudgetLink supports two types of Cash Versions. One is MYOB Cash which matches the Cash Profit and Loss Report generated in MYOB. The second is 'Cash CR DR' which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed the Cash Edition is not enabled. The reason is that it pulls data from most of the detail transaction tables which slows the get data process. == Enable Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash Version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Using the Cash Version == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting Upon customising a report, depending on the report the following changes will appear in the Customise Dialogue : # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will appear in the existing Version drop down 1a18c76279e461332f4090f9fd939ab236d2eb1c 778 777 2013-12-05T01:17:18Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data on a Cash Accounting Method in addition to an Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The second is 'Cash CR DR' which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash Version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down 21ebb038066f3823c2fbed9749e7fa6d87c07361 779 778 2013-12-05T01:17:34Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data on a Cash Accounting Method in addition to an Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The second is 'Cash CR DR' which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash Version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down a5a30679e3b5df68802ecccd63a7cbbdde819168 780 779 2013-12-05T01:21:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The second is 'Cash CR DR' which only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash Version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down dabf44e15297a37cdf84df83398d4795c13e26f3 781 780 2013-12-05T01:22:00Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' to enable the MYOB Cash Version or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down bfd255d21550cc583bcb3ca7a2f6b150619d727a 782 781 2013-12-05T01:23:09Z Jeff 1 /* Enable a Cash Version */ wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down 7f166f0f73c87f3406735339ce214dbe7e353b93 0 117 783 451 2013-12-06T07:09:08Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting_Get_Data_Problems]] 58571ad9dd9827a34336c7df8e26361b4521d228 784 783 2013-12-06T07:10:17Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] == Trouble Shooting == * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] 372b524a23957a6197cf1b543933d38b2402dc77 785 784 2013-12-06T07:13:39Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == Please ensure that the following has been actioned before connecting * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 74904ee1d2cadea83357da150d652bc76b4ac7ae 786 785 2013-12-06T07:22:25Z Jeff 1 /* Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine == Please ensure that the following has been actioned before connecting * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] b8ebaba1c45d71feef0d357912c524c9f5b3073b 0 203 787 2013-12-12T05:18:25Z Nic 2 Redirected page to [[Could not obtain the list of data files error message]] wikitext text/x-wiki #REDIRECT [[Could not obtain the list of data files error message]] f0e148fc0892c92ad51a0ce6cd38fe8fbd605f69 0 204 789 2013-12-15T23:26:39Z Nic 2 Created page with " This page lists the many versions of BudgetLink. * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1..." wikitext text/x-wiki This page lists the many versions of BudgetLink. * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7cea67d10c0630eb36cb5d02fde06ac10e94fc2f 0 205 790 2013-12-15T23:28:13Z Nic 2 Created page with "BudgetLink v3.36.3.88 was released on 23/10/2013 predominantly to fix issues for the MYOB Account Edge (MAC) integration as well as MYOB AccountRight Live 2013. == Enhancemen..." wikitext text/x-wiki BudgetLink v3.36.3.88 was released on 23/10/2013 predominantly to fix issues for the MYOB Account Edge (MAC) integration as well as MYOB AccountRight Live 2013. == Enhancements == '''Startup''' * Excel will no longer complain that ''AddonsLink Lists.xls'' is read-only. '''Menu''' * BudgetLink will attempt to maximize any window that was minimized when navigating to reports. ''' Accounts''' * BudgetLink will now handle accounts removed from MYOB AccountRight 2013. '''Drilldown''' * Users will not be able to see transactions coded against jobs for which they do not have access when security is used. '''Filters''' * Users will be able to select the first job when security is turned on and the no job has been disallowed. '''MYOB Account Edge (MAC)''' * Transactions with blank memos will now be read correctly. '''MYOB AccountRight 2013''' * Data files containing apostrophes in their name are now supported. * Carriage returns and line feeds in description will not cause the get data to fail. * Multiple pages of data are now supported. e7d137e92e0018e656b5c2ce399abae26b1c92ef 795 790 2013-12-15T23:36:24Z Nic 2 wikitext text/x-wiki BudgetLink v3.36.3.88 was released on 23/10/2013 predominantly to fix issues for the MYOB Account Edge (MAC) integration as well as MYOB AccountRight Live 2013. == Enhancements == '''Startup''' * Excel will no longer complain that ''AddonsLink Lists.xls'' is read-only. '''Menu''' * BudgetLink will attempt to maximize any window that was minimized when navigating to reports. ''' Accounts''' * BudgetLink will now handle accounts removed from MYOB AccountRight 2013. '''Drilldown''' * Users will not be able to see transactions coded against jobs for which they do not have access when security is used. '''Filters''' * Users will be able to select the first job when security is turned on and the no job has been disallowed. '''MYOB Account Edge (MAC)''' * Transactions with blank memos will now be read correctly. '''MYOB AccountRight 2013''' * Data files containing apostrophes in their name are now supported. * Carriage returns and line feeds in description will not cause the get data to fail. * Multiple pages of data are now supported. == Related Topics == * [[BudgetLink version archive]] a6221d8d4a798bdef7b90aadfce9d83812146bf6 0 206 791 2013-12-15T23:31:30Z Nic 2 Created page with " BudgetLink v3.37.0.99 was released on 20/11/2013. The main enhancements focus on integrating with the MYOB AccountRight live v2 api as well as enhancing the account hierarchi..." wikitext text/x-wiki BudgetLink v3.37.0.99 was released on 20/11/2013. The main enhancements focus on integrating with the MYOB AccountRight live v2 api as well as enhancing the account hierarchies, account sets and job sets modules to recalculate values after editing. == Enhancements == '''Account Hierarchies''' * Account hierarchies can now be edited without requiring a Get Data afterwards. '''Account Sets''' * Account sets can now be edited without requiring a Get Data afterwards. '''Get Data''' * Enhanced the performance of the get data process to be incredibly quicker. '''Help''' * Help button added to main menu and integrates with this wiki. '''Job Sets''' * Job sets can now be edited without requiring a Get Data afterwards. '''Licensing''' * Licensing dialogue updated to make it easier to use and buy BudgetLink. '''Menu''' * Menu will only refresh when navigating through the menu or when manually refreshed, but not at any other time. * Restructed the menu of the settings workbook to make it easier to use. '''MYOB AccountRight 2013''' * Support for v2 of the API. * Support for job based reporting. '''MYOB MAC''' * Negative opening balances will now be handled correctly, irrespective of currency formatting applied in export file. '''Reports''' * Multi company reports now allow selection of Elimination company. * Multi company reports now have comments column. * Multi company reports now have 15 columns and are more streamlined. '''Startup''' * Enhanced BudgetLink startup to have macros sheet and to hide itself. '''Transfer''' * Enhanced transfer process to request key after process and provide grace period. '''Upgrade''' * Enhanced upgrade process to request key after process and provide grace period." 21c3867796b5b7046320b51b42c78d40611762c2 794 791 2013-12-15T23:35:47Z Nic 2 wikitext text/x-wiki BudgetLink v3.37.0.99 was released on 20/11/2013. The main enhancements focused on enhancing the speed and memory usage of the get data process, integrating with the MYOB AccountRight live v2 api as well as enhancing the account hierarchies, account sets and job sets modules to recalculate values after editing. == Enhancements == '''Account Hierarchies''' * Account hierarchies can now be edited without requiring a Get Data afterwards. '''Account Sets''' * Account sets can now be edited without requiring a Get Data afterwards. '''Get Data''' * Enhanced the performance of the get data process to be incredibly quicker. '''Help''' * Help button added to main menu and integrates with this wiki. '''Job Sets''' * Job sets can now be edited without requiring a Get Data afterwards. '''Licensing''' * Licensing dialogue updated to make it easier to use and buy BudgetLink. '''Menu''' * Menu will only refresh when navigating through the menu or when manually refreshed, but not at any other time. * Restructed the menu of the settings workbook to make it easier to use. '''MYOB AccountRight 2013''' * Support for v2 of the API. * Support for job based reporting. '''MYOB MAC''' * Negative opening balances will now be handled correctly, irrespective of currency formatting applied in export file. '''Reports''' * Multi company reports now allow selection of Elimination company. * Multi company reports now have comments column. * Multi company reports now have 15 columns and are more streamlined. '''Startup''' * Enhanced BudgetLink startup to have macros sheet and to hide itself. '''Transfer''' * Enhanced transfer process to request key after process and provide grace period. '''Upgrade''' * Enhanced upgrade process to request key after process and provide grace period." d86df5af245cca269f87314d6486377872873c64 796 794 2013-12-15T23:36:37Z Nic 2 wikitext text/x-wiki BudgetLink v3.37.0.99 was released on 20/11/2013. The main enhancements focused on enhancing the speed and memory usage of the get data process, integrating with the MYOB AccountRight live v2 api as well as enhancing the account hierarchies, account sets and job sets modules to recalculate values after editing. == Enhancements == '''Account Hierarchies''' * Account hierarchies can now be edited without requiring a Get Data afterwards. '''Account Sets''' * Account sets can now be edited without requiring a Get Data afterwards. '''Get Data''' * Enhanced the performance of the get data process to be incredibly quicker. '''Help''' * Help button added to main menu and integrates with this wiki. '''Job Sets''' * Job sets can now be edited without requiring a Get Data afterwards. '''Licensing''' * Licensing dialogue updated to make it easier to use and buy BudgetLink. '''Menu''' * Menu will only refresh when navigating through the menu or when manually refreshed, but not at any other time. * Restructed the menu of the settings workbook to make it easier to use. '''MYOB AccountRight 2013''' * Support for v2 of the API. * Support for job based reporting. '''MYOB MAC''' * Negative opening balances will now be handled correctly, irrespective of currency formatting applied in export file. '''Reports''' * Multi company reports now allow selection of Elimination company. * Multi company reports now have comments column. * Multi company reports now have 15 columns and are more streamlined. '''Startup''' * Enhanced BudgetLink startup to have macros sheet and to hide itself. '''Transfer''' * Enhanced transfer process to request key after process and provide grace period. '''Upgrade''' * Enhanced upgrade process to request key after process and provide grace period." == Related Topics == * [[BudgetLink version archive]] d4e4933d9b304ba7aca9c1b24f223bd287ad23b7 0 207 792 2013-12-15T23:32:52Z Nic 2 Created page with "BudgetLink v3.37.1.90 was released on 25/11/2013. == Enhancements == '''Customise Dialogue''' * This dialogue now includes the name of the report. * This dialogue will not d..." wikitext text/x-wiki BudgetLink v3.37.1.90 was released on 25/11/2013. == Enhancements == '''Customise Dialogue''' * This dialogue now includes the name of the report. * This dialogue will not draw itself correctly when entering the report. '''Drilldown''' * Drilldown has been enhanced to work with the Projection function. As such, it will now work on forecast reports. '''Projection''' * The projection function has been enhanced to run much faster. '''Reports''' * The balance sheet report pack's variance formula on equity rows has been corrected. 3b7fe4af271da187e4ee4d7e158a338df0804dc9 797 792 2013-12-15T23:36:53Z Nic 2 wikitext text/x-wiki BudgetLink v3.37.1.90 was released on 25/11/2013. == Enhancements == '''Customise Dialogue''' * This dialogue now includes the name of the report. * This dialogue will not draw itself correctly when entering the report. '''Drilldown''' * Drilldown has been enhanced to work with the Projection function. As such, it will now work on forecast reports. '''Projection''' * The projection function has been enhanced to run much faster. '''Reports''' * The balance sheet report pack's variance formula on equity rows has been corrected. == Related Topics == * [[BudgetLink version archive]] 4dd14f396b42c7e32f18091f27112efecce26e73 0 208 793 2013-12-15T23:33:41Z Nic 2 Created page with "BudgetLink v3.38.0.91 was released on 04/12/2013. == Enhancements == '''Account Sets''' * Added progress dialogue when adding or editing account sets. '''Budget Entry''' * ..." wikitext text/x-wiki BudgetLink v3.38.0.91 was released on 04/12/2013. == Enhancements == '''Account Sets''' * Added progress dialogue when adding or editing account sets. '''Budget Entry''' * Fixed issue with YTD and Balance calculation when entering budgets or importing budgets. '''Cash Flow''' * Added prompts to enable cash flow when creating cash flow versions. * Fixed issue when entering ageing percentages and pressing multiple keys while processing. '''Data Files''' * Added the ability to reorder (move up/move down) the data files. '''Drilldown''' * Enhanced drilldown to show the accounts, jobs and categories column where required. '''Get Data''' * Enhanced get data to not steal focus. '''Job Sets''' * Added progress dialogue when adding or editing job sets. '''Filters''' * Enhanced filters when selecting versions to show the type. * Enhanced filters when selecting periods range to set the last period in a more consistent. '''Functions''' * Fixed issue with NextPeriodName and NextPeriodYear functions to handle period ranges better. '''Versions''' * Removing versions will clear the tree to ensure that the data is gone. 171c4c06a8f91ab8ce5ff6825359c0bf6d309bd4 798 793 2013-12-15T23:37:10Z Nic 2 wikitext text/x-wiki BudgetLink v3.38.0.91 was released on 04/12/2013. == Enhancements == '''Account Sets''' * Added progress dialogue when adding or editing account sets. '''Budget Entry''' * Fixed issue with YTD and Balance calculation when entering budgets or importing budgets. '''Cash Flow''' * Added prompts to enable cash flow when creating cash flow versions. * Fixed issue when entering ageing percentages and pressing multiple keys while processing. '''Data Files''' * Added the ability to reorder (move up/move down) the data files. '''Drilldown''' * Enhanced drilldown to show the accounts, jobs and categories column where required. '''Get Data''' * Enhanced get data to not steal focus. '''Job Sets''' * Added progress dialogue when adding or editing job sets. '''Filters''' * Enhanced filters when selecting versions to show the type. * Enhanced filters when selecting periods range to set the last period in a more consistent. '''Functions''' * Fixed issue with NextPeriodName and NextPeriodYear functions to handle period ranges better. '''Versions''' * Removing versions will clear the tree to ensure that the data is gone. == Related Topics == * [[BudgetLink version archive]] bcfd1289a83ba31a766a32dbe700d53f5af52300 12 209 799 2013-12-15T23:44:48Z Nic 2 Created page with " '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Ge..." wikitext text/x-wiki '''MediaWiki has been successfully installed.''' Consult the [//meta.wikimedia.org/wiki/Help:Contents User's Guide] for information on using the wiki software. == Getting started == * [//www.mediawiki.org/wiki/Manual:Configuration_settings Configuration settings list] * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ] * [https://lists.wikimedia.org/mailman/listinfo/mediawiki-announce MediaWiki release mailing list] 0f81f23ae95e09a1fd9c1389f4939c229fa89df5 8 82 804 246 2013-12-16T00:19:43Z Nic 2 wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/support/consulting-and-support-services/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 9b4da4983756cd92ffc1ba20befa840365fa9e39 0 210 805 2013-12-16T00:31:13Z Nic 2 Created page with "BudgetLink v3.39.0.92 was released on 16/12/2013. The main enhancements were the ability to use the Budget Entry screen to report for consolidated jobs, as well as the inclusi..." wikitext text/x-wiki BudgetLink v3.39.0.92 was released on 16/12/2013. The main enhancements were the ability to use the Budget Entry screen to report for consolidated jobs, as well as the inclusion of the header accounts. Adjustment versions have also been enhanced to have a from and to year. == Enhancements == '''Adjustment Versions''' * Enhanced to have from and to year. '''Budgets''' * Enhanced to allow retained earnings to be entered. * Enhanced to allow header jobs in budget entry screen in order to review values. * Enhanced to allow header accounts in budegt entry screen. '''Data File''' * Creating the first data file connection will check the master setting and disable it so it cannot be changed. * MYOB EXE path setting will be hidden unless we can write to MYOB. '''Help''' * Begun integrating help website with dialogues and error messages. '''Filters''' * Fixed issue with american date format when entering dates. '''Get Data''' * Get data dialogue will show the time taken for both full and quick get data. '''MYOB AccountRight Live 2013''' * Resolve issue when reading jobs. '''Publish''' * Enhanced to publish to printer. '''Startup''' * Will detect if it is already running and warn. == Related Topics == * [[BudgetLink version archive]] e4c876ff8fe061eb1dba6c845a79962b80edaa2b 0 36 809 467 2013-12-16T00:36:15Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] (but not by [[Jobs]] or [[Categories]]) === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Related Topics == 90fa260f4f78a73dc6634e11c97dda0720ccd8c3 0 162 810 596 2013-12-16T00:47:26Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] fc93f05b32ebe276fb1f6f184fa316fe2e20b5e2 0 163 811 606 2013-12-16T00:50:44Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] 32806e26a11050f7fe3f815033d534492739c939 0 115 813 725 2013-12-16T13:21:37Z Jeff 1 /* Notes */ wikitext text/x-wiki === Overview === The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. === Notes === If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] fb6e3fda89b8119da066daed99e66a82759eb27a 814 813 2013-12-16T13:22:41Z Jeff 1 wikitext text/x-wiki === Notes === The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] 234382bd99ab31b7b16b0211d1b6c92978731512 815 814 2013-12-16T13:23:09Z Jeff 1 wikitext text/x-wiki === Notes === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. === Related === [[Installing BudgetLink]] 18fb1d00264fe7ac6621bb6ba60616b0a1cbb128 854 815 2014-01-20T02:35:44Z Jeff 1 /* Notes */ wikitext text/x-wiki === Notes === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override the existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 3506c86eaea4e574b6c2ff62e349b3446b4cf4a3 0 178 816 651 2013-12-18T01:15:30Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' ** [What is the difference between Cash and Cash DR CR] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 1bdd3d61fd479719d7e8c1997dfc98bdc75ac9e2 817 816 2013-12-18T01:15:52Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' ## [[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 081ca731ec7c3dfc702d58577406f8b3ef8c3dbf 818 817 2013-12-18T01:18:03Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' [[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 948e07325df1d0556850790a35d1da4eace4e4ff 819 818 2013-12-18T01:19:42Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' ::[[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 9f6f80c22d0d56028b2826aacc53bf0505e816ad 820 819 2013-12-18T01:19:54Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' ::::[[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 4ad7c5bfe09e34ab9622d98fd0523025cb8c2360 822 820 2013-12-18T01:23:27Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version' ::::[[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. Before the Cash Data will appear the solution must perform a Full Get Data == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 80644f229e662532c13137a907c602ea95ea1d0b 823 822 2013-12-18T01:24:04Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an Accrual and Cash Accounting Method. By default the Cash Version is disabled. The reason is that there is no cash tables in MYOB AccountRight and so the cash version has to be re-created from detail tables which puts an additional processing load in BudgetLink. Follow the procedure below to enable the cash version. == Procedure == # From the BudgetLink Menu goto Settings. The 30. Settings Menu will expand to display an Options sub menu. # Click Options. The Option sheet will display with 3 buttons # Click Set User Options. The User options form will display with a Menu down the left side # Click Versions. The Versions Options dialog will display # Untick 'Disable Cash Version' or 'Disable Cash DR CR Version'. [[What is the difference between Cash and Cash DR CR]] # Click Save. The Note dialog will appear advising the Options have been saved # Click OK. # Click Close. Before the Cash Data will appear the solution must perform a Full Get Data == Notes == The cash version is available with MYOB AccountRight v19.9 or below. 7c25395bb1bd0e8b7c490168950a8c8b65628abd 0 211 821 2013-12-18T01:22:09Z Jeff 1 Created page with "== Overview == *Cash - Is the same as MYOB Cash *Cash DR CR - Only includes transactions that have been posted to the Cash Disbursements and Cash Receipts Journals. It exclude..." wikitext text/x-wiki == Overview == *Cash - Is the same as MYOB Cash *Cash DR CR - Only includes transactions that have been posted to the Cash Disbursements and Cash Receipts Journals. It excludes transactions posted to the General Journal, Sales Journal and Purchases Journal. f3614ee33e39fa9e023167c24d024b93744bf0f5 0 212 824 2013-12-18T01:28:39Z Jeff 1 Created page with "== Overview == The standard Monthly Reports pack contains to reports [[Monthly Profit and Loss Report]] [[Monthly Balance Sheet Report]]" wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains to reports [[Monthly Profit and Loss Report]] [[Monthly Balance Sheet Report]] 897df242d74c6db4f2ebca8690557405931ccc00 825 824 2013-12-18T01:29:24Z Jeff 1 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains to reports ;[[Monthly Profit and Loss Report]] ;[[Monthly Balance Sheet Report]] 46f04f0dc96f2b9d5fcbf216f999ecc650a34340 826 825 2013-12-18T01:29:40Z Jeff 1 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains to reports :[[Monthly Profit and Loss Report]] :[[Monthly Balance Sheet Report]] 3f00865008258eb6aa87d1460fe5705cc42e8bbc 0 213 827 2013-12-18T01:35:04Z Jeff 1 Created page with "==Overview== The Monthly Profit and Loss Report :Has Profit and Loss Accounts Down the page :Has Months across the page :Has a Customise button" wikitext text/x-wiki ==Overview== The Monthly Profit and Loss Report :Has Profit and Loss Accounts Down the page :Has Months across the page :Has a Customise button 7b1c32d7676a4a0997697249d7ef8aa0dbd14da9 828 827 2013-12-18T01:42:33Z Jeff 1 wikitext text/x-wiki ==Overview== The Monthly Profit and Loss Report :Has Profit and Loss Accounts Down the page :Has Months across the page :Has a [[Customise Button]] :Has a [[Publish Button]] :Has a [[Layout button]] :Has a [[Drill Down Feature]] b6d811417dd7c6f2eb15f9cfcb4729df267b0375 829 828 2013-12-18T01:42:53Z Jeff 1 wikitext text/x-wiki ==Overview== The Monthly Profit and Loss Report: :Has Profit and Loss Accounts Down the page :Has Months across the page :Has a [[Customise Button]] :Has a [[Publish Button]] :Has a [[Layout button]] :Has a [[Drill Down Feature]] 4b2772a6f1b99c75aed7b494b5f48415f2c7b771 0 111 830 706 2013-12-19T01:50:46Z Jeff 1 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] 05c3bd8c66c409b67d5ed262bdb3f91766f88146 0 93 831 721 2013-12-19T01:52:54Z Jeff 1 wikitext text/x-wiki == Preparation ++ # [[Downloading BudgetLink|Download BudgetLink]] == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] d2dea197f60f4736688f66e4b7280f8c8fdcf701 832 831 2013-12-19T01:53:25Z Jeff 1 wikitext text/x-wiki == Preparation == # [[Downloading BudgetLink|Download BudgetLink]] == Overview == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] b655bbc1078364a2c13c4b5b41b91c53af923d64 833 832 2013-12-19T01:53:53Z Jeff 1 wikitext text/x-wiki == Preparation == # [[Downloading BudgetLink|Download BudgetLink]] == Procedure == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 2b69fb94dbb0ba8f3e9632bcdd823498b7b8f04f 0 41 834 344 2014-01-13T02:52:06Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * This functionality is not available in the [[BudgetLink Free Edition]]. * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] bbdbb3700ae76f3d1369bc3f268ea3982f717b9c 0 132 835 657 2014-01-13T05:48:07Z Jeff 1 /* Installing the MYOB ODBC driver */ wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs then try reinstalling the MYOB ODBC Driver. For more information see [[Re-installing the MYOB ODBC Driver]] <br clear=all> aa75042a1bca8e3079df47a3e249d9e95c54c0b1 0 214 836 2014-01-13T23:48:23Z Nic 2 Created page with "#Redirects [[Troubleshooting folder permissions]]" wikitext text/x-wiki #Redirects [[Troubleshooting folder permissions]] afe5c1cd0784da57fdb1f0cf751a2bb293a5f91f 837 836 2014-01-13T23:49:05Z Nic 2 Redirected page to [[Troubleshooting folder permissions]] wikitext text/x-wiki #REDIRECT [[Troubleshooting folder permissions]] 67952db78218aa8b77b98d7c85fc251661ebb52b 0 69 839 297 2014-01-14T22:26:46Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] 7289a82d69a86422e49bbdf8029a604b6c5b8164 0 216 840 2014-01-14T22:28:39Z Nic 2 Created page with "== Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]." wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. fcf9a533cadcb35644dce80a7159c09c05ae706f 0 217 841 2014-01-14T22:34:29Z Nic 2 Created page with " BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for ..." wikitext text/x-wiki BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. If you experience any of these problems, we recommend you contact us. For more information regarding support, see our website. [http://accountingaddons.com.au/services/consulting-and-support/] 8ae7073fbc8c30864b06a9165c1bcef96df93453 842 841 2014-01-14T22:34:49Z Nic 2 wikitext text/x-wiki BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. If you experience any of these problems, we recommend you contact us. For more information regarding support, see our website. [http://accountingaddons.com.au/services/consulting-and-support/|http://accountingaddons.com.au/services/consulting-and-support/] fc7a8ff33fb0dccbce34d107201881ac20d9ceea 843 842 2014-01-14T22:35:33Z Nic 2 wikitext text/x-wiki BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. If you experience any of these problems, we recommend you contact us. For more information regarding support, see our website. [http://accountingaddons.com.au/services/consulting-and-support/ http://accountingaddons.com.au/services/consulting-and-support/] 53c004f8622527628157f10ae02b5ad521e541cb 844 843 2014-01-14T22:35:51Z Nic 2 wikitext text/x-wiki BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. If you experience any of these problems, we recommend you contact us. For more information regarding support, visit our [http://accountingaddons.com.au/services/consulting-and-support/ website]. 0287fd6fc922232e84430f881b98ffaae414d54c 845 844 2014-01-14T22:36:11Z Nic 2 wikitext text/x-wiki BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. If you experience any of these problems, we recommend you contact us. For more information regarding support, visit the [http://accountingaddons.com.au/services/consulting-and-support/ Accounting Addons website]. f5ac622b5e91220de8bad9776b57134671f45f76 846 845 2014-01-14T22:36:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. However, depending on your operating system and various other applications that are running, some users experience problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. == Support == If you experience any of these problems, we recommend you contact us. For more information regarding support, visit the [http://accountingaddons.com.au/services/consulting-and-support/ Accounting Addons website]. 64929a07f4495991f349ca27d74bb513a5377d22 847 846 2014-01-14T22:43:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink loads the data from your data file into Excel's memory. On a 32-bit version of Microsoft Excel, this means that there is a hard limit of 2 gigabytes available for BudgetLink. While BudgetLink's memory model is very efficient at storing data, some users who have very large data files or want to consolidated many data files together can run into problems when BudgetLink uses 1 gigabyte or more. The typical problems that users experience are: * Subtotals do not get created correctly when customising reports; * Reports look strange with additional columns not previously seen; * Users receive '''Microsoft Visual Basic''' errors when [[Customising Reports]] or [[Publishing Reports]]; * Etc. == Support == If you experience any of these problems, we recommend you contact us. For more information regarding support, visit the [http://accountingaddons.com.au/services/consulting-and-support/ Accounting Addons website]. b3a8fb83cc1aa8b5eb99807e693621aa995acfa7 0 218 848 2014-01-14T22:53:43Z Nic 2 Created page with "#REDICECT [[Memory Usage Issues]]" wikitext text/x-wiki #REDICECT [[Memory Usage Issues]] 2e443cd7edf97cf1a29b009624475333af22e07e 849 848 2014-01-14T22:53:56Z Nic 2 wikitext text/x-wiki #REDICECTS [[Memory Usage Issues]] c3fa317fbefa44a322df22e332f100956ff5d3aa 850 849 2014-01-14T22:54:04Z Nic 2 Redirected page to [[Memory Usage Issues]] wikitext text/x-wiki #REDIRECT [[Memory Usage Issues]] af0756e3a6e592f70e5e07e262382b9be9dafed8 851 850 2014-01-14T23:26:39Z Nic 2 Redirected page to [[Memory Related Issues]] wikitext text/x-wiki #REDIRECT [[Memory Related Issues]] ecea6711508c17115446ae588020cb7d826187b2 0 94 852 599 2014-01-20T02:23:51Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissiosn]]. 1e40c1d3bf69065ab924619cc619803bd58d0a4e 853 852 2014-01-20T02:25:13Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight 2013 or higher === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. a8a6cdcaf39fc76750cf746ce6c447293fabeaa2 0 95 855 306 2014-01-20T02:38:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. c1b1828898ef094d9d7d0b10803c866465b8dcf9 6 219 856 2014-01-20T02:40:24Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 220 857 2014-01-20T02:40:38Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 221 858 2014-01-20T02:40:52Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 859 858 2014-01-20T02:40:52Z Nic 2 Nic uploaded a new version of &quot;[[File:TempFolderFindUsers.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 222 860 2014-01-20T02:41:09Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 223 861 2014-01-20T02:43:50Z Nic 2 Created page with "== Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the b..." wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions' from the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. 25354a4ddbb095b6f80d4b52524a2b68b36fbc73 862 861 2014-01-20T02:44:51Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions''' on the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. 17e136ba98c2ef124f7af6a6cdb086faf8d066dd 863 862 2014-01-20T02:45:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions''' on the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. Once these steps are complete, you can use BudgetLink and attempt to perform a [[Get Data|Full Get Data]]. 11610e7853a9f3ea6a4807b96516a07967f6f2e9 0 223 864 863 2014-01-20T02:49:17Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions''' on the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. Once these steps are complete, you can use BudgetLink and attempt to perform a [[Get Data|Full Get Data]]. == Related Links == * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Folder Permissions]] 306f743fe02c4ce68beffd2790dd4b79c935c3ba 865 864 2014-01-20T02:49:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions''' on the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. Once these steps are complete, you can use BudgetLink and attempt to perform a [[Get Data|Full Get Data]]. == Related Links == * [[Troubleshooting Get Data Problems]] * [[Troubleshooting folder permissions]] 36adb6caa359dea3cbd9865c249155ff1efb4345 0 95 866 855 2014-01-20T02:50:20Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. cf839d593a109da95bcd5d6769ac598c873a19e9 0 204 867 789 2014-01-20T23:34:51Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8fc42b43963d58f5ed29a6a1e07cced398017b42 897 867 2014-02-05T05:22:48Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 64d79e8aaf171af87fc939b4d8aab50cc0cc2b3d 0 224 868 2014-01-20T23:37:25Z Nic 2 Created page with "BudgetLink v3.39.1.93 was released on 20/01/2014. The main enhancements were to streamline the licensing of BudgetLink as well as add additional performance warning messages. ..." wikitext text/x-wiki BudgetLink v3.39.1.93 was released on 20/01/2014. The main enhancements were to streamline the licensing of BudgetLink as well as add additional performance warning messages. == Enhancements == '''Functions''' Added DataFilePath function to retrieve the path of the data file. '''Get Data''' Enhanced to warn when memory usage is unusally high. '''Licensing''' Enhanced Request License Key button to request license key or trial key. Enhanced Enter License Key dialogue to have serial number selectable and tabable. Enhanced to have fields to capture details when requesting keys. Enhanced the way subsciption key expires so that they simply expire naturally. Enhanced subscription process to be easier to renew license keys. Enhanced application window caption to have edition name and trial flag. Editing layout is no longer available in the Free Edition. Selecting multiple jobs no longer available in the free edition. Searching for jobs no longer available in the free edition. Importing from marked up workbook no longer available in the free edition. '''Menu''' Added get data button to menu. '''Refresh''' Enhanced auto expand to show progress dialogue. Enhanced auto expand to warn if it takes a long time. Enhanced subtotal to show progress dialogue. Enhanced to warn when memory usage is unusally high. '''SendKeys''' Enhanced to allow backing up of files during process. '''Other''' Enhanced startup checks for read/write access. Enhanced utilities to add Excel_ queries to databases. == Related Topics == * [[BudgetLink version archive]] d563948378f28ed9795c1e5aa5feae5e7f8bfa65 869 868 2014-01-20T23:37:50Z Nic 2 wikitext text/x-wiki BudgetLink v3.39.1.93 was released on 20/01/2014. The main enhancements were to streamline the licensing of BudgetLink as well as add additional performance warning messages. == Enhancements == '''Functions''' * Added DataFilePath function to retrieve the path of the data file. '''Get Data''' * Enhanced to warn when memory usage is unusally high. '''Licensing''' * Enhanced Request License Key button to request license key or trial key. * Enhanced Enter License Key dialogue to have serial number selectable and tabable. * Enhanced to have fields to capture details when requesting keys. * Enhanced the way subsciption key expires so that they simply expire naturally. * Enhanced subscription process to be easier to renew license keys. * Enhanced application window caption to have edition name and trial flag. * Editing layout is no longer available in the Free Edition. * Selecting multiple jobs no longer available in the free edition. * Searching for jobs no longer available in the free edition. * Importing from marked up workbook no longer available in the free edition. '''Menu''' * Added get data button to menu. '''Refresh''' * Enhanced auto expand to show progress dialogue. * Enhanced auto expand to warn if it takes a long time. * Enhanced subtotal to show progress dialogue. * Enhanced to warn when memory usage is unusally high. '''SendKeys''' * Enhanced to allow backing up of files during process. '''Other''' * Enhanced startup checks for read/write access. * Enhanced utilities to add Excel_ queries to databases. == Related Topics == * [[BudgetLink version archive]] 4e5585bf2203fcf877c608f4d59e6f144d17e075 872 869 2014-01-20T23:39:40Z Nic 2 wikitext text/x-wiki BudgetLink v3.39.1.93 was released on 20/01/2014. The main enhancements were to streamline the licensing of BudgetLink as well as add additional performance warning messages. == Enhancements == '''Functions''' * Added DataFilePath function to retrieve the path of the data file. '''Get Data''' * Enhanced to warn when memory usage is unusally high. '''Licensing''' * Enhanced Request License Key button to request license key or trial key. * Enhanced Enter License Key dialogue to have serial number selectable and tabable. * Enhanced to have fields to capture details when requesting keys. * Enhanced the way subsciption key expires so that they simply expire naturally. * Enhanced subscription process to be easier to renew license keys. * Enhanced application window caption to have edition name and trial flag. * Editing layout is no longer available in the Free Edition. * Selecting multiple jobs no longer available in the free edition. * Searching for jobs no longer available in the free edition. * Importing from marked up workbook no longer available in the free edition. '''Menu''' * Added get data button to menu. '''Refresh''' * Enhanced auto expand to show progress dialogue. * Enhanced auto expand to warn if it takes a long time. * Enhanced subtotal to show progress dialogue. * Enhanced to warn when memory usage is unusally high. '''SendKeys''' * Enhanced to allow backing up of files during process. '''Other''' * Enhanced startup checks for read/write access. * Enhanced utilities to add Excel_ queries to databases. == Related Topics == * [[BudgetLink version archive]] d8d2b79aa82cd612fb8b4f993007be4b08f9bc55 0 1 873 812 2014-01-20T23:41:10Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.1.93]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a Registration Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 21da68c287236e7879f00dee373b1dd7dc75400e 880 873 2014-01-22T02:05:33Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.1.93]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a Registration Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 4e744f34e9aaa95fb45696341bec2d4ed19d7c73 882 880 2014-01-22T02:07:53Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.1.93]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 5b777983fff9c5e37e90288ed3b31a9fa7173a73 893 882 2014-01-22T05:24:49Z Jeff 1 /* Reports */ wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.1.93]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 9c410d6ffa98ac83637ce03e673f6aee1fd9b6d3 899 893 2014-02-05T05:24:54Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.2.94]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 2b542b623b594aadbad2128971da60183b589b88 915 899 2014-02-07T03:00:22Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.2.94]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[Subscribe]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 0083f3584f31e9c5fb879e9f8f215b7ba956dc27 918 915 2014-02-13T06:08:06Z Jeff 1 /* Getting Started */ wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.2.94]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 5c37a88e18dd285c280711a3f2e018e07a1a71ee 0 226 881 2014-01-22T02:05:39Z Jeff 1 Created page with "==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== #If upon o..." wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== #If upon opening BudgetLink the 'BudgetLink Licensing' dialogue displays ##Click the Enter License Key button to display the 'Enter License Key' dialogue ##Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 94dac28ce16898c9868678d6510d203a6d09ecc2 884 881 2014-01-22T02:14:30Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] #If upon opening BudgetLink the 'BudgetLink Licensing' dialogue displays ##Click the Enter License Key button to display the 'Enter License Key' dialogue ##Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button b2e02c38a40a725a02179c2e38c6ac08ec7a9761 885 884 2014-01-22T02:15:59Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] *While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening ##Click the Enter License Key button to display the 'Enter License Key' dialogue ##Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 180db60b3c1684872d834917102eb28eb74ae24c 886 885 2014-01-22T02:16:16Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 505f43fe5dc992f5840ebadae19fba03d1cfb732 887 886 2014-01-22T02:16:43Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 473b8b54cf859e131ee99b655efb9a543a5dc36e 889 887 2014-01-22T02:20:17Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 68222c9b84b0855d9d007c7a8cca73f60aa835f9 890 889 2014-01-22T02:21:29Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 2090089e9324da65c4c86259c381101c1487791c 891 890 2014-01-22T02:22:17Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button 098e98d1815203ec6bd2463f14f9c3cb58ad6be0 892 891 2014-01-22T02:22:51Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. 6d13bb2e447c44fb6494712f24fdd1bb0740bc06 6 227 883 2014-01-22T02:11:25Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 228 888 2014-01-22T02:18:52Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 229 894 2014-01-22T05:30:18Z Jeff 1 Created page with "==Overview== BudgetLink reports are Excel Workbooks To appear in the BudgetLink Menu they must first be saved in the BudgetLink System folder Custom reports are typically emai..." wikitext text/x-wiki ==Overview== BudgetLink reports are Excel Workbooks To appear in the BudgetLink Menu they must first be saved in the BudgetLink System folder Custom reports are typically emailed as a zipped attachment ==Procedure== To install the custom Report: #Download the Zipped File #Unzip the Custom Report/s #Select all the Reports and click Copy #Open the BudgetLink\System folder and paste the files #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report should appear in the menu 4d0a4795c31b377b69cbf6580c7733928abe9aa3 895 894 2014-01-22T05:32:15Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink reports are Excel Workbooks To appear in the BudgetLink Menu they must first be saved in the BudgetLink System folder Custom reports are typically emailed as a zipped attachment ==Procedure== To install the custom Report: #Save the zipped report/s file from the email #Unzip the Custom Report/s #Select all the Reports to install and click Copy #Open the BudgetLink\System folder and paste the files #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 52515ce05d6b28aeb67f1c93d72a9473471f4a11 896 895 2014-01-22T05:33:07Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To appear in the BudgetLink Menu they must first be saved in the BudgetLink System folder. *Custom reports are typically emailed as a zipped attachment. ==Procedure== To install the custom Report: #Save the zipped report/s file from the email #Unzip the Custom Report/s #Select all the Reports to install and click Copy #Open the BudgetLink\System folder and paste the files #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 914fca269f7cba48d7a4cac59c3b9a1f50782c10 0 230 898 2014-02-05T05:24:35Z Nic 2 Created page with "BudgetLink v3.39.2.94 was released on 05/02/2014. The main enhancements were to streamline the licensing of BudgetLink as well as resolve some issues. == Enhancements == '''..." wikitext text/x-wiki BudgetLink v3.39.2.94 was released on 05/02/2014. The main enhancements were to streamline the licensing of BudgetLink as well as resolve some issues. == Enhancements == '''Budget Entry''' * Enhanced budget entry and subtotals to coexist with each other. * Enhanced budget import to work with areas and non contiguous ranges. '''General''' * Enhanced the logos for the progress dialogues. * Fixed caption of Excel to show the products name only once. * Added Create Shortcut button to System Administration workbook. '''Upgrade''' * Enhanced upgrade process to allow not selecting any data warehouses. '''Version Control''' * Modify data reengineered to handle multiple companies correctly." == Related Topics == * [[BudgetLink version archive]] a46bcb2a6c28518b3bf236733e7247a61bee16a2 0 190 900 726 2014-02-06T21:57:41Z Nic 2 wikitext text/x-wiki Currently the documentation to Upgrade BudgetLink is located in the Getting Started Guide This can be opened up from within BudgetLink ---- == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # 09ec8455a5cf5f4a7a1f4f6ab9d9f3e8c6873e43 904 900 2014-02-07T02:48:05Z Nic 2 wikitext text/x-wiki Currently the documentation to Upgrade BudgetLink is located in the Getting Started Guide This can be opened up from within BudgetLink ---- == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect reports you would like to transfer to the new installation. If prompted, selected the reports to transfer to the new installation and click '''Ok'''; # BudgetLink will detect data warehouses you would like to transfer to the new installation. If prompted, selected the data warehouses to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. 20c6a835b0375a8569afdfe87e771142c572809f 911 904 2014-02-07T02:56:29Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect reports you would like to transfer to the new installation. If prompted, selected the reports to transfer to the new installation and click '''Ok'''; # BudgetLink will detect data warehouses you would like to transfer to the new installation. If prompted, selected the data warehouses to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. b4ec7c63e8f22d94e6d686cd98aab3ca61ea5d00 912 911 2014-02-07T02:56:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect reports you would like to transfer to the new installation. If prompted, selected the reports to transfer to the new installation and click '''Ok'''; # BudgetLink will detect data warehouses you would like to transfer to the new installation. If prompted, selected the data warehouses to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 128ad076f8539ff68e1250ce8c2f08326a8a8f94 913 912 2014-02-07T02:59:17Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 1c68f873d5a36cb01c82df36880ca0c31942e8ba 914 913 2014-02-07T02:59:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If you old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] c707ca4d0a47def1e62a3fa94cbd99da16a837a9 916 914 2014-02-07T03:02:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 0970fb9c2581e2e715a879a9cba27c659fd1f3ba 917 916 2014-02-07T03:13:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all> == Requesting and Entering Upgrade Key == To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] bc0c2297978610c4d376d01c9f67790e759f6c5c 6 231 901 2014-02-06T22:00:41Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 232 902 2014-02-07T02:44:31Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 233 903 2014-02-07T02:44:43Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 905 903 2014-02-07T02:49:55Z Nic 2 Nic moved page [[File:UpgradeDetectedDataWarehouses.png]] to [[File:UpgradeDetectedDataWarehousesDialogue.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 90 906 289 2014-02-07T02:51:22Z Nic 2 Nic moved page [[File:MoveBudgetLinkWelcomeWindow.png]] to [[File:BudgetLinkWelcomeWindow.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 909 906 2014-02-07T02:52:24Z Nic 2 Nic moved page [[File:BudgetLinkWelcomeWindow.png]] to [[File:MoveBudgetLinkWelcomeWindow.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 88 907 318 2014-02-07T02:51:52Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:BudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 8890dbb3e27d18590fca95d455c825cb52aa9cac 908 907 2014-02-07T02:52:08Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkLicensingDialogue.png|300px|thumb|right|BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Quit BudgetLink''' and wait for your transfer key before proceeding to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. bb1f7ad7f3996edbc14e6e22f31922323a9d8d02 6 234 910 2014-02-07T02:56:09Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 216 919 840 2014-02-14T00:18:12Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Inserting subtotals is slow in Excel 2013]] f43b219742ebf93fcb04a117396198f59c60e8c4 0 235 920 2014-02-14T00:23:28Z Nic 2 Created page with "== Overview == Inserting subtotals is slow in Excel 2013. This is due internal changes in the Excel platform. This performance issue does not affect users of Excel 2007 or 20..." wikitext text/x-wiki == Overview == Inserting subtotals is slow in Excel 2013. This is due internal changes in the Excel platform. This performance issue does not affect users of Excel 2007 or 2010. We are currently investigating what can be done on our end to increase the time it takes to add subtotals to reports. We will release a fix when available. In the mean time, we recommend the following courses of actions: * Turn off subtotals unless absolutely necessary. You can change the account level instead if you need to produce totals. * Use Excel 2007 or 2010 if available. == Related Topics == * [[Troubleshooting Report Problems]] b6b696b78deb64c712db8614523cd6fe8ddfb799 921 920 2014-02-14T00:24:44Z Nic 2 wikitext text/x-wiki == Overview == Inserting subtotals is slow in Excel 2013. This is due to internal changes in the Excel 2013 platform and does not affect users of Excel 2007 or 2010. We are currently investigating what can be done on our end to increase the time it takes to add subtotals to reports. We will release a fix when available. == Solutions == In the mean time, we recommend the following work-arounds: * Turn off subtotals unless absolutely necessary. You can change the account level instead if you need to produce totals. * Use Excel 2007 or 2010 if available. == Related Topics == * [[Troubleshooting Report Problems]] 06d9ef8fd206e8a4e879d82755f585b4e2d68a79 0 235 922 921 2014-02-14T00:25:55Z Nic 2 wikitext text/x-wiki == Overview == Inserting subtotals is slow in Excel 2013. This is due to internal changes in the Excel 2013 platform and does not affect users of Excel 2007 or 2010. We are currently investigating what can be done on our end to increase the time it takes to add subtotals to reports. We will release a fix when available. == Solutions == In the mean time, we recommend the following work-arounds: * Turn off subtotals unless absolutely necessary. * Change the account level instead if you need to produce totals (e.g. run your report at Account Level 2 or 3) * Use Excel 2007 or 2010 if available. == Related Topics == * [[Troubleshooting Report Problems]] 85aa1eabf32f7a2da7775b7b70b882b0ff7cde75 923 922 2014-02-14T00:26:12Z Nic 2 wikitext text/x-wiki == Overview == Inserting subtotals is slow in Excel 2013. This is due to internal changes in the Excel 2013 platform and does not affect users of Excel 2007 or Excel 2010. We are currently investigating what can be done on our end to increase the time it takes to add subtotals to reports. We will release a fix when available. == Solutions == In the mean time, we recommend the following work-arounds: * Turn off subtotals unless absolutely necessary. * Change the account level instead if you need to produce totals (e.g. run your report at Account Level 2 or 3) * Use Excel 2007 or 2010 if available. == Related Topics == * [[Troubleshooting Report Problems]] 8f3092a8404ca2cd9255c86197918bd190b799fc 0 236 924 2014-02-14T00:28:38Z Nic 2 Redirected page to [[Inserting subtotals is slow in Excel 2013]] wikitext text/x-wiki #REDIRECT [[Inserting subtotals is slow in Excel 2013]] 29f151d6bef32e1a8975b54dde42f572a60fcedb 0 129 925 475 2014-02-18T21:45:42Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator; # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] d4f90e57856c89bb086ddb606def0c148efd6c88 926 925 2014-02-18T21:46:43Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator; # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. * The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] e4b900a2932f40fca692c58624580f9868256afe 0 237 927 2014-02-21T02:51:10Z Nic 2 Redirected page to [[Troubleshooting Get Data Problems]] wikitext text/x-wiki #REDIRECT [[Troubleshooting Get Data Problems]] 38dc6ca83329916d34390fe2a147702503defa2d 6 238 928 2014-02-24T03:00:16Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 931 928 2014-02-24T03:07:26Z Nic 2 Nic uploaded a new version of &quot;[[File:ExcelProtectedViewWarning.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 70 929 333 2014-02-24T03:00:55Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Protected View in Microsoft Excel]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] d591df114dd177845db5a30c80580ca12abf4542 937 929 2014-02-24T03:14:25Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissiosn, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] 737fab125df8f47de6118109d31933f95e1bce2b 0 239 930 2014-02-24T03:03:57Z Nic 2 Created page with "== Overview == When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed an..." wikitext text/x-wiki == Overview == When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as per the following image. [[File:ExcelProtectedViewWarning.png]] We recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. == Related Topics == [[Troubleshooting Start-Up Problems]] 4c850c143471c3ba924e07a1ea617aa2dbad925c 932 930 2014-02-24T03:12:07Z Nic 2 wikitext text/x-wiki == Overview == [[File:FileExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button does not simply, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. == Related Topics == [[Troubleshooting Start-Up Problems]] 34467c16cae2ff5aa8eed606ecc21451909fecc4 933 932 2014-02-24T03:12:25Z Nic 2 wikitext text/x-wiki == Overview == [[File:ExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button does not simply, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. == Related Topics == [[Troubleshooting Start-Up Problems]] bffb1f3f75017f31134a0f599d20ef725cf4f2d5 934 933 2014-02-24T03:13:03Z Nic 2 wikitext text/x-wiki == Overview == [[File:ExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button does not simply, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. <br clear=all /> == Related Topics == [[Troubleshooting Start-Up Problems]] bfcb1eb18beae6c781d877b54896654ce2c6b80f 935 934 2014-02-24T03:13:25Z Nic 2 wikitext text/x-wiki == Overview == [[File:ExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button is not available, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. <br clear=all /> == Related Topics == [[Troubleshooting Start-Up Problems]] 8abd79de614e7fcfba6330e5894c044459812810 936 935 2014-02-24T03:14:01Z Nic 2 Nic moved page [[Protected View in Microsoft Excel]] to [[BudgetLink started in protected view]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:ExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button is not available, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. <br clear=all /> == Related Topics == [[Troubleshooting Start-Up Problems]] 8abd79de614e7fcfba6330e5894c044459812810 0 204 938 897 2014-02-27T03:18:35Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ecabc44cd3cf5d663c35cb194a20b2ca40b507ab 960 938 2014-03-11T03:06:15Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0b8691ba671fe2b3ff57e096a12ce6f4166549e0 969 960 2014-03-25T03:33:16Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 69c7a66f88439fc071f67396cb399a7cc4459793 0 240 939 2014-02-27T03:20:34Z Nic 2 Created page with "BudgetLink v3.39.3.95 was released on 21/02/2014. The main enhancements were to enhance the Get Data process to add more precise error logging. == Enhancements == '''Job Rep..." wikitext text/x-wiki BudgetLink v3.39.3.95 was released on 21/02/2014. The main enhancements were to enhance the Get Data process to add more precise error logging. == Enhancements == '''Job Reports''' Enhanced job reports to have level 1,2,3,4,5,D. '''Get Data''' Enhanced get data mechanism to log errors better. '''Subtotals''' Enhanced message to be more descriptive with Disable Subtotals, Keep subtotals and help buttons. == Related Topics == * [[BudgetLink version archive]] 5dec34ff8b23b243e40edff55cebb8f32ba30d75 959 939 2014-03-11T03:05:40Z Nic 2 wikitext text/x-wiki BudgetLink v3.39.3.95 was released on 21/02/2014. The main enhancements were to enhance the Get Data process to add more precise error logging. == Enhancements == '''Job Reports''' * Enhanced job reports to have level 1,2,3,4,5,D. '''Get Data''' * Enhanced get data mechanism to log errors better. '''Subtotals''' * Enhanced message to be more descriptive with Disable Subtotals, Keep subtotals and help buttons. == Related Topics == * [[BudgetLink version archive]] 9f1e5aeda738aba33f4c1b534878012fda7663d8 0 1 940 918 2014-02-27T03:20:51Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.39.3.95]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 27a80809a70e0c862dfe575fea368fcedc4ad0ff 962 940 2014-03-11T03:08:11Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.40.0.96]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ fde7ef25b3125ab6d64a67920b0a54754d30f876 963 962 2014-03-25T03:26:04Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.0.97]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ d8fa8bcd29292e62943182dfd7a10e64490d3474 968 963 2014-03-25T03:32:47Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.40.1.97]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publishing Reports|Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ db4b63caebcdc1e683f67c90f4b2be37ebf7c3a8 0 132 941 835 2014-03-03T23:49:37Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Location and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> d8f0093da1588add0d4be88ac318dfa24b848c00 944 941 2014-03-03T23:56:20Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> 63e977262e0fde23a1951742ea28625c2fbda5f2 945 944 2014-03-03T23:59:21Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> a8c5d1ce155aee2e28b8496c45d971ac9b5f9e37 946 945 2014-03-04T00:01:25Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> 93e5583da80bb5f59fcf293665929da7c8d3c322 947 946 2014-03-04T00:01:45Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); fc6dcf77f025910c8143106368181d9f6ef6d935 948 947 2014-03-04T00:01:58Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); 63f6795389ba0b3b15cb9a59b682c8c0164ca118 949 948 2014-03-04T00:03:26Z Nic 2 wikitext text/x-wiki == Overview == In order for the MYOB ODBC driver to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * You must install the correct ODBC driver that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); 4d495f0554296ed777f414e4f96c5539b1a0a821 956 949 2014-03-04T00:08:36Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * You must install the correct ODBC driver that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); a4fe5ca0979f316c15d4c6d21fb7d32416bc2b38 958 956 2014-03-04T00:09:45Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight 2013 or higher. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * You must install the correct ODBC driver that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); 16f8b51fcdd7a54068cbd844f408e8448030e881 0 241 942 2014-03-03T23:54:59Z Nic 2 Created page with "== Overview == Each version of MYOB uses a different ODBC driver. Consult the following table to identify your version of MYOB '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB..." wikitext text/x-wiki == Overview == Each version of MYOB uses a different ODBC driver. Consult the following table to identify your version of MYOB '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.9 e08e45a6e16c10d387b785ed3fdad552ed503331 943 942 2014-03-03T23:55:37Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different ODBC driver. Consult the following table to identify your version of MYOB '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.9 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] c93d6d6c5759cd2575f1f8ee4da59f28c37dd77c 957 943 2014-03-04T00:09:32Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight 2013 or higher. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.9 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] 5998e9a00eabc9b1d3f0f066ca4dfb76d1f45ea5 0 131 950 496 2014-03-04T00:04:09Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB AccountRight 19.9 or lower]] data file. The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. While this driver is usually installed by MYOB at the same time as MYOB is installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * Also note that the version of the driver may be different depending on the version of MYOB that you use. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] f2562f7534b9a94f11e4a58ef5a4da0ea7102380 951 950 2014-03-04T00:04:47Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB AccountRight 19.9 or lower]] data file. The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. While this driver is usually installed by MYOB at the same time as MYOB is installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] * [[MYOB and MYOB ODBC Driver version compatibility]] f7693f539e0aa76c663852726499128d01786459 0 242 952 2014-03-04T00:05:53Z Nic 2 Created page with "== Overview == The MYOB ODBC Driver is the component that allows third-party developers to connect their software with MYOB AccountRight v19.9 or lower. == Related Topics ==..." wikitext text/x-wiki == Overview == The MYOB ODBC Driver is the component that allows third-party developers to connect their software with MYOB AccountRight v19.9 or lower. == Related Topics == * [[MYOB and MYOB ODBC Driver version compatibility]] 92e2b5092a2fe91ffb7f7c516220277f7a257226 953 952 2014-03-04T00:06:15Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC Driver is the component that allows third-party developers to connect their software with MYOB AccountRight v19.9 or lower. == Related Topics == * [[Installing the MYOB ODBC driver]] * [[MYOB and MYOB ODBC Driver version compatibility]] 6d414819a4ac695f67e69d907b0a099b73e02259 954 953 2014-03-04T00:07:05Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC Driver is the component that allows third-party developers to connect their software with MYOB AccountRight v19.9 or lower. Each version of MYOB requires a different ODBC driver. == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] * [[MYOB and MYOB ODBC Driver version compatibility]] dddbbe5a78f7b5caae2468a3303023aa551abe12 955 954 2014-03-04T00:07:23Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC Driver is the component that allows third-party developers to connect their software with MYOB AccountRight v19.9 or lower. Each version of MYOB requires a different ODBC driver. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Troubleshooting the MYOB ODBC driver]] a43328a4a858cb62e903979b7eb2ecf8c3166041 0 243 961 2014-03-11T03:07:57Z Nic 2 Created page with "BudgetLink v3.40.0.96 was released on 11/03/2014. The main enhancements were to enhance the Get Data process to run quicker and to re-engineer the To Date algorithms to run qu..." wikitext text/x-wiki BudgetLink v3.40.0.96 was released on 11/03/2014. The main enhancements were to enhance the Get Data process to run quicker and to re-engineer the To Date algorithms to run quicker. == Enhancements == '''Get Data''' * Enhanced get data archiving algorithm to have option to leave history untouched. * Enhanced the TD algorithm to be quicker and calculated on the fly. * Enhanced the get data progress dialogue. '''Licensing''' * Enhanced the licensing dialogue to have correct words if Main Edition is also Free Edition. '''Refresh''' * Enhanced to handle pivot reports without queries. '''Reports''' * Enhanced the Charts to have nicer legend. '''Workbooks''' * Enhanced saving workbooks to not clear data warehouses unless the workbook uses data warehouses. == Related Topics == * [[BudgetLink version archive]] 9667d52b7a218f04c98fcdb9087acf77db1d70c8 0 244 964 2014-03-25T03:30:08Z Nic 2 Created page with "BudgetLink v3.40.1.97 was released on 25/03/2014. == Enhancements == '''Budget Entry''' Enhanced weekly budget entry template to have categories. Enhanced weekly budget ent..." wikitext text/x-wiki BudgetLink v3.40.1.97 was released on 25/03/2014. == Enhancements == '''Budget Entry''' Enhanced weekly budget entry template to have categories. Enhanced weekly budget entry template to be ensure it can import. Enhanced budget entry performance to input numbers quicker. Added Budget Builder functionality. '''Drilldown''' Fixed issue with drilldown on no job where transations wouldn't show. '''Get Data''' Enhanced to show contact details. '''Licensing''' Enhanced emails to include edition in title. Reworded body of email. '''Menu''' Fixed issue with menu and scrolling. '''MYOB AccountEdge (MAC)''' Enhance to be able to produce weekly reports. '''Refresh''' Enhanced stability in Excel 2013 when Show/Hide and Freeze Panes are used. Enhanced subtotals to ensure the progress dialogues close gracefully at all times. '''Reports''' Enhanced cash flow reports to work at all levels of hierarchies. == Related Topics == * [[BudgetLink version archive]] 08ebc132b660eff7a9aea7ef76e088af5eb249da 965 964 2014-03-25T03:31:03Z Nic 2 wikitext text/x-wiki BudgetLink v3.40.1.97 was released on 25/03/2014. == Enhancements == '''Budget Entry''' * Enhanced weekly budget entry template to have categories. * Enhanced weekly budget entry template to be ensure it can import. * Enhanced budget entry performance to input numbers quicker. * Added Budget Builder functionality. '''Drilldown''' * Fixed issue with drilldown on no job where transations wouldn't show. '''Get Data''' * Enhanced to show contact details. '''Licensing''' * Enhanced emails to include edition in title. Reworded body of email. '''Menu''' * Fixed issue with menu and scrolling. '''MYOB AccountEdge (MAC)''' * Enhance to be able to produce weekly reports. '''Refresh''' * Enhanced stability in Excel 2013 when Show/Hide and Freeze Panes are used. * Enhanced subtotals to ensure the progress dialogues close gracefully at all times. '''Reports''' * Enhanced cash flow reports to work at all levels of hierarchies. == Related Topics == * [[BudgetLink version archive]] 46c174401abf3a637db43907a589f59baf9942f5 966 965 2014-03-25T03:31:38Z Nic 2 Nic moved page [[BudgetLink v3.41.0.97]] to [[BudgetLink v3.40.1.97]] without leaving a redirect wikitext text/x-wiki BudgetLink v3.40.1.97 was released on 25/03/2014. == Enhancements == '''Budget Entry''' * Enhanced weekly budget entry template to have categories. * Enhanced weekly budget entry template to be ensure it can import. * Enhanced budget entry performance to input numbers quicker. * Added Budget Builder functionality. '''Drilldown''' * Fixed issue with drilldown on no job where transations wouldn't show. '''Get Data''' * Enhanced to show contact details. '''Licensing''' * Enhanced emails to include edition in title. Reworded body of email. '''Menu''' * Fixed issue with menu and scrolling. '''MYOB AccountEdge (MAC)''' * Enhance to be able to produce weekly reports. '''Refresh''' * Enhanced stability in Excel 2013 when Show/Hide and Freeze Panes are used. * Enhanced subtotals to ensure the progress dialogues close gracefully at all times. '''Reports''' * Enhanced cash flow reports to work at all levels of hierarchies. == Related Topics == * [[BudgetLink version archive]] 46c174401abf3a637db43907a589f59baf9942f5 967 966 2014-03-25T03:32:23Z Nic 2 wikitext text/x-wiki BudgetLink v3.40.1.97 was released on 25/03/2014. The main enhancements were to create the Budget Builder concept as well as enhance the stability in Excel 2013. == Enhancements == '''Budget Entry''' * Enhanced weekly budget entry template to have categories. * Enhanced weekly budget entry template to be ensure it can import. * Enhanced budget entry performance to input numbers quicker. * Added Budget Builder functionality. '''Drilldown''' * Fixed issue with drilldown on no job where transations wouldn't show. '''Get Data''' * Enhanced to show contact details. '''Licensing''' * Enhanced emails to include edition in title. Reworded body of email. '''Menu''' * Fixed issue with menu and scrolling. '''MYOB AccountEdge (MAC)''' * Enhance to be able to produce weekly reports. '''Refresh''' * Enhanced stability in Excel 2013 when Show/Hide and Freeze Panes are used. * Enhanced subtotals to ensure the progress dialogues close gracefully at all times. '''Reports''' * Enhanced cash flow reports to work at all levels of hierarchies. == Related Topics == * [[BudgetLink version archive]] c64f7a1d2a371f8c26ac3b9e2931a8d5f8c3717f 8 82 970 804 2014-03-27T05:08:29Z Nic 2 wikitext text/x-wiki * navigation ** mainpage|Home ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 9a3d84265b01e3823aa7e8fdfb6eee1d99696dbf 0 86 971 717 2014-03-27T05:37:58Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] ea1779009e4c12aaf89151def80dfdb742d26152 0 1 972 968 2014-03-28T03:53:42Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.40.1.97]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ e899a45016a31e71230a79ad4a1a137bf3518003 986 972 2014-04-02T00:36:51Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.0.98]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 3e0162155db4e4c6cb875de0a99fce997ccea635 1000 986 2014-04-09T03:26:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.2.100]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 3fb89d860f6b946f46807b20392ddf6703ef788e 1004 1000 2014-04-14T00:38:52Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.3.101]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2013 or higher]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ d0632eadd82fe4043d095fbda9a2ca02f21fa2da 0 245 973 2014-03-28T03:58:42Z Nic 2 Created page with "== Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option o..." wikitext text/x-wiki == Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option of choosing which report to publish as well as for which jobs and categories. For more information, see [[Publishing Reports]]. == Publishing Scripts == If you tend to publish the same reports for the same jobs over and over, it is possible to setup a publish script. This allows you to pre-configure a series of publishing parameters that you repeatedly use. As such, you do not need to tick individual jobs. You can simply find the pre-configured publishing script and run it. For more information, see the following topics. * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] == Related Topics == * None 147ceacb0528ff06013954d3391cc6992f81ffc4 974 973 2014-03-28T04:19:36Z Nic 2 wikitext text/x-wiki == Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option of choosing which report to publish as well as for which jobs and categories. For more information, see [[Publishing Reports]]. == Publish Scripts == If you tend to publish the same reports for the same jobs over and over, it is possible to setup a publish script. This allows you to pre-configure a series of publishing parameters that you repeatedly use. As such, you do not need to tick individual jobs. You can simply find the pre-configured publishing script and run it. For more information, see the following topics. * [[Creating a Publish Script]] * [[Editing a Publish Script]] * [[Removing a Publish Script]] * [[Running a Publish Script]] == Related Topics == * None b2f582cce5de3910381b3b61832768538a50eed7 975 974 2014-03-28T04:24:59Z Nic 2 wikitext text/x-wiki == Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option of choosing which report to publish as well as for which jobs and categories. For more information, see [[Publishing Reports]]. == Publishing Scripts == If you tend to publish the same reports for the same jobs over and over, it is possible to setup a publish script. This allows you to pre-configure a series of publishing parameters that you repeatedly use. As such, you do not need to tick individual jobs. You can simply find the pre-configured publishing script and run it. For more information, see the following topics. * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] == Related Topics == * None 147ceacb0528ff06013954d3391cc6992f81ffc4 0 246 976 2014-03-28T04:30:44Z Nic 2 Created page with "== Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the re..." wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. == Creating a Publishing Script == # From the menu, Open the Report to setup; # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Choose '''No''' when prompted to refresh the list of reports or workbooks unless you have trouble selecting your report; # Click on the '''Add Publishing Script''' button; # Enter a '''Name''' and '''Description''' for the publish script; # Tick the reports to include on the publish script under '''Worksheets to Publish'''; # Tick '''Prompt for Jobs Selection'''; # Click on the '''Set Jobs to Publish''' button; # Tick and select the jobs to include in the publishing script, then click '''OK'''; # Click '''Yes''' when prompted that the destination folder cannot be blank; # Click '''Close'''. == Related Topics == * [[Publish]] 8e918b18582db02158894e90a61fbed6770854e8 977 976 2014-03-28T04:31:12Z Nic 2 wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. == Creating a Publishing Script == # From the menu, Open the Report to setup; # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Choose '''No''' when prompted to refresh the list of reports or workbooks unless you have trouble selecting your report; # Click on the '''Add Publishing Script''' button; # Enter a '''Name''' and '''Description''' for the publish script; # Tick the reports to include on the publish script under '''Worksheets to Publish'''; # Tick '''Prompt for Jobs Selection'''; # Click on the '''Set Jobs to Publish''' button; # Tick and select the jobs to include in the publishing script, then click '''OK'''; # Click '''Yes''' when prompted that the destination folder cannot be blank; # Click '''Close'''. == Related Topics == * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] * [[Publish]] df89f1e77238575367b4beb2c06cce30602fabc6 983 977 2014-03-28T04:43:24Z Nic 2 wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. == Creating a Publishing Script == # From the menu, open the '''Report''' to setup; # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Choose '''No''' when prompted to refresh the list of reports or workbooks unless you have trouble selecting your report; # Click on the '''Add Publishing Script''' button; # Enter a '''Name''' and '''Description''' for the publish script; # Tick the reports to include on the publish script under '''Worksheets to Publish'''; # Tick '''Prompt for Jobs Selection'''; # Click on the '''Set Jobs to Publish''' button; # Tick and select the jobs to include in the publishing script, then click '''OK'''; # Click '''Yes''' when prompted that the destination folder cannot be blank; # Click '''Close'''. === Notes === * Opening the report before hand ensures that it will display in the list when setting up the publishing script. == Related Topics == * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] * [[Publish]] 22e5afd21ebe0cf60b7e52509639a7dc986458d7 0 247 978 2014-03-28T04:33:30Z Nic 2 Created page with "== Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the re..." wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. Publishing Scripts can be edited to include/exclude additional reports or jobs. == Editing a Publishing Script == # From the menu, Open the Report to setup; # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Choose '''No''' when prompted to refresh the list of reports or workbooks unless you have trouble selecting your report; # Click on the '''Edit Publishing Script''' button; # Enter a '''Name''' and '''Description''' for the publish script; # Tick or untick reports to include on the publish script under '''Worksheets to Publish'''; # Click on the '''Set Jobs to Publish''' button to change the list of jobs for which to publish; # When all changes have been made, click '''OK''' to save the changes; # Click '''Yes''' when prompted that the destination folder cannot be blank; # Click '''Close'''. == Related Topics == * [[Creating a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] * [[Publish]] a772a57fcedadc366d51969740bb9fe05430a073 984 978 2014-03-28T04:46:27Z Nic 2 wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. Publishing Scripts can be edited to include/exclude additional reports or jobs. == Editing a Publishing Script == # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Choose '''No''' when prompted to refresh the list of reports or workbooks unless you have trouble selecting your report; # Click on the '''Edit Publishing Script''' button; # Enter a '''Name''' and '''Description''' for the publish script; # Tick or untick reports to include on the publish script under '''Worksheets to Publish'''; # Click on the '''Set Jobs to Publish''' button to change the list of jobs for which to publish; # When all changes have been made, click '''OK''' to save the changes; # Click '''Yes''' when prompted that the destination folder cannot be blank; # Click '''Close'''. == Related Topics == * [[Creating a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] * [[Publish]] beb350252666747159a1d53862118b6da6876e11 0 248 979 2014-03-28T04:34:55Z Nic 2 Created page with "== Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the re..." wikitext text/x-wiki == Overview == Publishing Scripts allows you to create a pre-defined configuration of a [[Publish|publishing]] process. This saves time since you will not need to tick the reports/jobs/categories each time you need to publish a report. Publishing Scripts can be removed when no longer needed. == Removing a Publishing Script == # From the menu, Open the Report to setup; # From the menu, go to '''30. Settings''' workbook and click on '''Publishing Scripts'''; # Click on the '''Manage Publishing Scripts''' button; # Select the publishing script to remove and click '''Remove Publishing Script'''; # Click '''Yes''' to confirm the removal; # Click '''Close'''. == Related Topics == * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Running a Publishing Script]] * [[Publish]] 5d438177eafc5ffb64bf0ff35b1c711d3f84f765 0 249 980 2014-03-28T04:38:09Z Nic 2 Created page with "== Overview == Publishing a report using a publishing script reduces the amount of steps needed to generate the published reports. == How to publish reports using a publishi..." wikitext text/x-wiki == Overview == Publishing a report using a publishing script reduces the amount of steps needed to generate the published reports. == How to publish reports using a publishing script == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Using the dropdown at the top, select the '''Publishing Script'''; # Leave all settings intact, Click '''OK''' to confirm the reports; # Click '''OK''' to confirm the jobs for which to publish; # Wait for the reports to be generated, then click '''OK'''. == Related Topics == * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Publishing Reports]] * [[Customising Reports]] 608c4b978cd7162671f2f5d1f86b4bfc257c9876 981 980 2014-03-28T04:38:26Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report using a publishing script reduces the amount of steps needed to generate the published reports. == How to publish reports using a publishing script == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Using the dropdown at the top, select the '''Publishing Script'''; # Leave all settings intact and click '''OK''' to confirm the reports; # Click '''OK''' to confirm the jobs for which to publish; # Wait for the reports to be generated, then click '''OK'''. == Related Topics == * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Publishing Reports]] * [[Customising Reports]] a92d88122c32a72cba410f9b4503562ba30cadf7 0 84 982 748 2014-03-28T04:38:48Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu, all of the reports within that section will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Publish]] * [[Customising Reports]] 89c89239acf80547dcd502720ecf2efe2c4551f9 0 204 985 969 2014-04-02T00:36:36Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b10ec20b06c7845d910a51ff3d22fbe548f386c7 999 985 2014-04-09T03:25:53Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 a9df1cccc74e5459647b98e4ee8f0a152bd22053 1005 999 2014-04-14T00:39:12Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1f6f90a339bbb495c78a2d231c0e741b9c085c3e 0 250 987 2014-04-02T00:38:15Z Nic 2 Created page with "BudgetLink v3.41.0.98 was released on 02/04/2014. The main enhancements were to enhance the 4-weekly periods to be able to produce 4-4-5 weekly periods. == Enhancements == '..." wikitext text/x-wiki BudgetLink v3.41.0.98 was released on 02/04/2014. The main enhancements were to enhance the 4-weekly periods to be able to produce 4-4-5 weekly periods. == Enhancements == '''Account Hierarchies''' * Fixed issue with editing account hierarchies and weekly period values to ensure they recalculate correctly. '''Budgets''' * Fixed issue with copying actual values to weekly budgets using Modify Data button. * Removed password from protected sheets on Budget Entry workbooks. '''Periods''' * Added FourWeeklyPeriodCount function. * Added FourWeeklyPeriodName function. * Added ability to determine how many weeks falls into each Four-Weekly Periods (e.g. 4-4-5). == Related Topics == * [[BudgetLink version archive]] ae6958bd96b4baa1dc7e7779c2dd72f1a87c07cd 0 70 988 937 2014-04-02T23:25:54Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] == Related Topics == [[Troubleshooting]] 3e943cd9e1fa20950f502c35a547f2fa339b71da 0 120 989 609 2014-04-03T00:03:36Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.9 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.9 or Lower]] To connect BudgetLink with MYOB AccountRight 19.9 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.9 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.9 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.9 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 0a2f6f37a642e87bc8ac49445e6c587e7a1bf9e1 0 179 990 661 2014-04-03T00:10:31Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight 19.9 or lower data file. === Re-installing the MYOB ODBC Driver === To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; 1105477cb0cd66fba3ddabe91f0fdc6eeb028348 991 990 2014-04-03T00:10:54Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight 19.9 or lower data file. == Re-installing the MYOB ODBC Driver == To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; cb5aa4ccb9b8c10c2d6dc4347678f1161a0fd333 0 36 992 809 2014-04-03T00:13:48Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] == Related Topics == 9612c70a7cebf747141e3305ca2ec7ec412fcd57 0 117 993 786 2014-04-03T00:17:01Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 8e9f1f9acee3b115c4d5514bf885c2275c5228ac 994 993 2014-04-03T00:17:18Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live 2013 or Higher]] To connect BudgetLink with MYOB AccountRight Live 2013 or Higher, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2013 or Higher''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 2013. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live 2013 or higher}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 3e19fd9a0fd74ad6b33917ca0272fc0890b15d0a 0 57 995 189 2014-04-08T06:30:18Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Marked-Up Workbook or template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a marked up workbook.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Marked Up Workbook'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 9d5cdf4acce357904fd74a8d1992551b8d793ffc 0 251 996 2014-04-08T06:33:56Z Nic 2 Created page with "== Overview == When importing budgets from a Marked-up Workbook or a Budget Builder Template, you have the option to use the '''Clear and Update''' action prior to importing...." wikitext text/x-wiki == Overview == When importing budgets from a Marked-up Workbook or a Budget Builder Template, you have the option to use the '''Clear and Update''' action prior to importing. This option ensures that all values for the given '''Version''', '''Company''' and '''Financial Year''' will be cleared. Other versions, companies and/or financial years will be unaffected. Be aware that this will essentially remove all values in all [[Accounts]], [[Jobs]] and [[Categories]] prior to importing irrespective of what is chosen to be imported. == Related Topics == * [[Importing Budgets]] 566287669ea418f53be4c280ba51eaac474711e1 998 996 2014-04-08T06:37:46Z Nic 2 wikitext text/x-wiki == Overview == When importing budgets from a Marked-up Workbook or a Budget Builder Template, you have the option to use the '''Clear and Update''' action prior to importing. This option ensures that all values for the given '''Version''', '''Company''' and '''Financial Year''' will be cleared. Other versions, companies and/or financial years will be unaffected. Be aware that this will essentially remove all values in all [[Accounts]], [[Jobs]] and [[Categories]] prior to importing irrespective of what is chosen to be imported. === Notes === * This option is not available when importing budgets manually. == Related Topics == * [[Importing Budgets]] bd3a72716799d09802b88752282d82152522d8d7 0 252 997 2014-04-08T06:34:48Z Nic 2 Redirected page to [[Clearing values prior to importing budgets]] wikitext text/x-wiki #REDIRECT [[Clearing values prior to importing budgets]] 2c0f0cd086eb28e24757f458f3982816394bddcf 0 253 1001 2014-04-09T03:27:19Z Nic 2 Created page with "BudgetLink v3.41.1.99 was released on 03/04/2014. == Enhancements == '''Help''' * Added GetProductHelpWebsite function predominanently to be used by [http://accountingaddons..." wikitext text/x-wiki BudgetLink v3.41.1.99 was released on 03/04/2014. == Enhancements == '''Help''' * Added GetProductHelpWebsite function predominanently to be used by [http://accountingaddons.com.au/wiki/excelreportlink/ ExcelReportLink] == Related Topics == * [[BudgetLink version archive]] 42ff73f6c93eab88229f55e7d0a762f8da078379 0 254 1002 2014-04-09T03:28:36Z Nic 2 Created page with "BudgetLink v3.41.0.98 was released on 02/04/2014. The main enhancements were related to [[Importing Budgets]]. == Enhancements == '''Budget''' * Enhanced to allow Clear and ..." wikitext text/x-wiki BudgetLink v3.41.0.98 was released on 02/04/2014. The main enhancements were related to [[Importing Budgets]]. == Enhancements == '''Budget''' * Enhanced to allow Clear and Update when using Budget Builder. * Enhanced budget import to warn when using clear and update. * Enhanced budget import to remember some of the last options selected when importing. '''Code''' * Restructed code and moved some parts to other addins. '''Refresh''' * Enhanced to be able to cancel customise form on enter and not cause it to refresh further. '''Publish''' * Enhanced the publishing process to not append " 1" when name is already unique. == Related Topics == * [[BudgetLink version archive]] 5c4017150790073ff90aa26501e043117bfe7d12 1003 1002 2014-04-09T03:28:52Z Nic 2 wikitext text/x-wiki BudgetLink v3.41.2.100 was released on 09/04/2014. The main enhancements were related to [[Importing Budgets]]. == Enhancements == '''Budget''' * Enhanced to allow Clear and Update when using Budget Builder. * Enhanced budget import to warn when using clear and update. * Enhanced budget import to remember some of the last options selected when importing. '''Code''' * Restructed code and moved some parts to other addins. '''Refresh''' * Enhanced to be able to cancel customise form on enter and not cause it to refresh further. '''Publish''' * Enhanced the publishing process to not append " 1" when name is already unique. == Related Topics == * [[BudgetLink version archive]] c05a46f16bc42e95b340432850d3fe814a31d032 0 255 1006 2014-04-14T00:39:57Z Nic 2 Created page with "BudgetLink v3.41.3.101 was released on 14/04/2014. The main enhancements were related to weekly data and 4-4-5 weekly data. == Enhancements == '''Budget''' * Enhanced to all..." wikitext text/x-wiki BudgetLink v3.41.3.101 was released on 14/04/2014. The main enhancements were related to weekly data and 4-4-5 weekly data. == Enhancements == '''Budget''' * Enhanced to allow Clear and Update when using Budget Builder. * Enhanced budget import to warn when using clear and update. * Enhanced budget import to remember some of the last options selected when importing. '''Code''' * Restructed code and moved some parts to other addins. '''Refresh''' * Enhanced to be able to cancel customise form on enter and not cause it to refresh further. '''Publish''' * Enhanced the publishing process to not append " 1" when name is already unique. == Related Topics == * [[BudgetLink version archive]] c2e34a752ba49aba420c0361e24f4a8e7d30fb32 1007 1006 2014-04-14T01:06:00Z Nic 2 wikitext text/x-wiki BudgetLink v3.41.3.101 was released on 14/04/2014. The main enhancements were related to weekly data and 4-4-5 weekly data. == Enhancements == '''Weekly Periods''' * Enhance weekly data to convert to monthly data. * Removed 13-4 weekly periods concept and used monthly data conversion instead. * Enhanced setup of weekly start dates/end dates calculation. == Related Topics == * [[BudgetLink version archive]] 5e36b3fcfd0daffd9fd79861f9ad8929260154a1 0 256 1008 2014-04-15T06:13:28Z Nic 2 Created page with "== Overview == BudgetLink can connect to MYOB AccountEdge. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and M..." wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountEdge. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise that run on the MAC. While there is no API available for MYOB AccountEdge, you can connect BudgetLink to the exported data. To connect BudgetLink to the data, you simply need to: # Export your MYOB AccountEdge data to tab-delimited files into a folder; # Connect BudgetLink to the folder containing the exported data. == How To Guides == * [[Exporting data from MYOB AccountEdge]] * [[Connecting BudgetLink to MYOB AccountEdge]] == Related Topics == 2e703c9e56f4c49ddeb1d3e3ef5264fb60047990 6 257 1009 2014-04-15T06:19:41Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 258 1010 2014-04-15T06:23:13Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. == Connecting BudgetLink to MYOB AccountEdge == [[File:MYOBAccountEdgeDataFileSetup.png|30..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. == Connecting BudgetLink to MYOB AccountEdge == [[File:MYOBAccountEdgeDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountEdge]] To connect BudgetLink with MYOB AccountEdge, follow these steps. You will need to have the [[Exporting data from MYOB AccountEdge |exported your data from MYOB AccountEdge ]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountEdge (MAC)''' as the '''Data File Type'''; # Click the '''Browse''' button to browse to the folder containing the exported data; # Select the '''Current Financial Year''' # Select the '''Last Month in Financial Year''' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Exporting data from MYOB AccountEdge ]] 316e645ce0e14fae06f1b5aadcbc736fc2eebdfb 0 118 1011 608 2014-04-15T06:23:55Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 9e3f983caad0e11d19ebf5b7beca2395544eb0bf 0 259 1012 2014-04-15T06:45:03Z Nic 2 Created page with "== Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also n..." wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File Exports * Reports saved as tab-delimited files The data you need to export are: * Accounts * Linked accounts * Jobs * Journal Records Before exporting the data, create a folder to contain the exported files. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to 'All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''; == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # Within # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountEdge (MAC)''' as the '''Data File Type'''; # Click the '''Browse''' button to browse to the folder containing the exported data; # Select the '''Current Financial Year''' # Select the '''Last Month in Financial Year''' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Exporting data from MYOB AccountEdge ]] 2f75a1b66f7fb2bb866dd96df75acedb1335c30a 1013 1012 2014-04-15T06:47:18Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File Exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Linked accounts; * Jobs; * Journal Records. Before exporting the data, create a folder to contain the exported files. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to 'All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] e2c9336220da9db07ebd7e50b4228f6c385f2303 1014 1013 2014-04-15T06:48:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Linked accounts; * Jobs; * Journal Records. Before exporting the data, create a folder to contain the exported files. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to 'All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] ce04330296d691e2d579a694180329d69d0b22a6 1015 1014 2014-04-15T06:49:15Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Linked accounts; * Jobs; * Journal Records. Before exporting the data, create a folder to contain the exported files. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to 'All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] a138ca66def59350c2c27ce725fa1bae900bca53 1016 1015 2014-04-15T06:49:39Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Linked accounts; * Jobs; * Journal Records. Before exporting the data, create a folder to contain the exported files. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to '''All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] bdc478463854c95cf4319668b504f90fee03c79e 1017 1016 2014-04-15T09:52:27Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Jobs; * Journal Records; * Linked accounts. Before exporting the data, create a folder to contain the exported files. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to '''All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] e8ae4450b38c23cbcd4170795dc9ae8c4a1e9585 1018 1017 2014-04-15T09:52:44Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Jobs; * Journal Records; * Linked accounts. Before exporting the data, create a folder to contain the exported files. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to '''All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] 0a1343de2b5410ccc358cb79c5f0a036695476a0 0 73 1019 310 2014-04-16T00:41:43Z Jeff 1 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must re-enable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2010 or 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] 4a2e992075f2a06fc6213dfe92e84f5fd1a11b20 0 260 1020 2014-04-16T03:17:33Z Nic 2 Created page with "== Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first lev..." wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within BudgetLink, open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within BudgetLink, ensure the workbook is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the linking ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the report by changing the leading number in the workbook name. == Related Topics == * [[Menu]] e36bc2c845fdd7aceeec13314497607e0dbe74e9 0 45 1021 750 2014-04-16T03:18:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel1.png|300px|thumb|right|Menu at level 1]] [[File:MenuLevel2.png|300px|thumb|right|Menu at level 2]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customising Reports|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] * [[Renaming Reports]] eb29a564e1894df2df715fc0fac1566ba6c81bff 0 260 1022 1020 2014-04-16T03:18:25Z Nic 2 Nic moved page [[Renaming reports]] to [[Renaming Reports]] without leaving a redirect wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within BudgetLink, open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within BudgetLink, ensure the workbook is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the linking ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the report by changing the leading number in the workbook name. == Related Topics == * [[Menu]] e36bc2c845fdd7aceeec13314497607e0dbe74e9 1023 1022 2014-04-16T03:20:37Z Nic 2 wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within BudgetLink, open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within BudgetLink, ensure the workbook is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the linking ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the workbooks by changing the leading number in the workbook name. == Related Topics == * [[Menu]] bf8a9c06f33485e439f7e6ea281a933c4761ed9b 1024 1023 2014-04-16T03:20:54Z Nic 2 wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within BudgetLink, open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within BudgetLink, ensure the workbook to rename is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the linking ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the workbooks by changing the leading number in the workbook name. == Related Topics == * [[Menu]] 27837ef0acf512963b86a303c67157447b067520 1025 1024 2014-04-16T03:21:05Z Nic 2 wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within BudgetLink, open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within BudgetLink, ensure the workbook to rename is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the link ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the workbooks by changing the leading number in the workbook name. == Related Topics == * [[Menu]] 69c84c0f98344ecf631e8ef5a5a98f13b81ea866 1026 1025 2014-04-16T03:21:37Z Nic 2 wikitext text/x-wiki == Overview == Each report in BudgetLink is a separate worksheet of a workbook. As such, the reports can be renamed easily. The [[Menu]] is structured such that the first level is the name of the workbook, and the second level is the name of the Worksheet. == Renaming Reports == To rename reports, follow these steps. # From within '''BudgetLink''', open the report to rename; # Right-Click on the tab at the bottom in Microsoft Excel and choose '''Rename'''; # Enter the new name for the report and press '''Enter'''; # From the Excel Menu, choose '''Save''' and then the option to '''Update'''. # Chose '''Yes''' if prompted to clear the data already in the sheet. == Renaming Workbooks == To rename workbooks, follow these steps. # From within '''BudgetLink''', ensure the workbook to rename is closed; # Navigate to the '''35. Help''' workbook and then the '''Links''' worksheet; # Click on the link ending with '''...\System\'''; # All the workbooks from within BudgetLink that are displayed in the menu will be listed. Identify the workbook and rename it; # Return to '''BudgetLink''' and click on the '''Refresh Menu''' button. === Notes === * The workbooks are listed alphabetically within BudgetLink's menu. As such, you can also control the order of the workbooks by changing the leading number in the workbook name. == Related Topics == * [[Menu]] aea66a23652003d777fb06b5f3ef6bd5dbf0e55b 0 160 1027 592 2014-04-16T03:34:06Z Nic 2 wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the '''Company Name''' field in the '''Data File Connection''' dialog. This name is also displayed in the [[Menu]]. == How to change the Company Name on Reports== To change the Company Name follow the steps below: # From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; # Click the '''Manage Data Files''' button; # Click '''Yes''' to backup the BudgetLink database. The Manage Data Files form should display; # Select your data connection and click '''Edit Data File'''. The Data file setup dialog will display; # Change the '''Company Name''' field to the correct value; # Click '''OK'''; # Click '''Close'''. The new name should appear in the '''Active Data Files''' list; # Click the '''Back Arrow''' to return to the menu. The new company name should now appear. == Related Topics == * None 896772c8eba9a9112ac79e8f94fa5825a86f6cfe 1028 1027 2014-04-16T03:38:01Z Nic 2 wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the '''Master Company Name''' field in the '''Data File Connection''' dialog. This name is also displayed in the [[Menu]]. == How to change the Company Name on Reports== To change the Company Name follow the steps below: # From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; # Click the '''Manage Data Files''' button; # Click '''Yes''' to backup the BudgetLink database. The Manage Data Files form should display; # Select your data connection and click '''Edit Data File'''. The Data file setup dialog will display; # Change the '''Company Name''' field to the correct value; # Click '''OK'''; # Click '''Close'''. The new name should appear in the '''Active Data Files''' list; # Click the '''Back Arrow''' to return to the menu. The new company name should now appear. == Related Topics == * None 8be9efb4201013ce824831e201fa16c3ae011635 1029 1028 2014-04-16T04:28:00Z Nic 2 wikitext text/x-wiki == Overview == The Company Name that appears on BudgetLink reports is pulled from the master data file '''Company Name''' field in the '''Data File Connection''' dialog. This name is also displayed in the [[Menu]]. == How to change the Company Name on Reports == To change the Company Name follow the steps below: # From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; # Click the '''Manage Data Files''' button; # Click '''Yes''' to backup the BudgetLink database. The Manage Data Files form should display; # Select your data connection and click '''Edit Data File'''. The Data file setup dialog will display; # Change the '''Company Name''' field to the correct value; # Click '''OK'''; # Click '''Close'''. The new name should appear in the '''Active Data Files''' list; # Click the '''Back Arrow''' to return to the menu. The new company name should now appear. == How to choose the company name to display on the menu when using multiple data file connections == To change the company name displayed on the menu when using multiple data file connections, follow these steps. # From the '''BudgetLink''' Menu go to '''30. Settings''' and then '''Data Connection'''; # Click the '''Manage Data Files''' button; # Click '''Yes''' to backup the BudgetLink database. The Manage Data Files form should display; # Select your data connection and click '''Edit Data File'''. The Data file setup dialog will display; # Tick the '''Master Data File''' check box; # Click '''OK'''; # Click '''Close'''; # Click the '''Back Arrow''' to return to the menu. The new company name should now appear. == Related Topics == * None 728c9d71397d5e3b560a9b2f35ea4fc6e25cc6d0 6 261 1030 2014-05-06T05:40:26Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 190 1031 917 2014-05-06T05:42:45Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all> == Requesting and Entering Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 0aff35498200817fe72b11839f26c049214706a0 1032 1031 2014-05-06T05:43:09Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all> == Requesting and Entering Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] d4a80120b61a19bbc32379c718fd31ba3ec47c7f 0 36 1033 992 2014-05-07T03:49:01Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight live 2013 or higher. == Supported Features == Not all functionality is available through MYOB AccountRight live 2013 at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 471403bc76e176ae06706beab3917b651cd241fa 1034 1033 2014-05-07T03:49:32Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 1cb0b4cd448f76e5ecd61459d000514508c60830 1048 1034 2014-05-07T03:59:11Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 04a210aca349865c460a15496bf783b1748a3eda 0 1 1035 1004 2014-05-07T03:50:16Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.3.101]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to Buy the BudgetLink - Ultimate Edition]] * [[How to Register the BudgetLink - Free Edition]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ a43a9db4c75f5a8f17b9ee289cb35a4e04711609 1049 1035 2014-05-13T02:42:40Z Jeff 1 /* Getting Started */ wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.3.101]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 1b0fddcb6c8bf377bc726653dc3ebc9841383a18 0 117 1036 994 2014-05-07T03:51:34Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2013 or higher data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] d423140734ab300dffec2c8310f711a856185e9c 1037 1036 2014-05-07T03:51:46Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 2d157506e1b848531f7bde3604897f1f111819e0 1038 1037 2014-05-07T03:52:04Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 7fbd3263afdd934a53512b2728da91d34c30b4f6 1041 1038 2014-05-07T03:54:05Z Nic 2 Nic moved page [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher]] to [[Connecting BudgetLink to MYOB AccountRight Live]] wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 7fbd3263afdd934a53512b2728da91d34c30b4f6 0 118 1039 1011 2014-05-07T03:53:09Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live 2013 or Higher|Connecting BudgetLink to MYOB AccountRight Live 2014 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] b18619cbd6b30657317b3d08c488c2eb6a96c6ff 1044 1039 2014-05-07T03:55:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Connections''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2014 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 9153b1538b2ef12f652ced0cc1d4c2614585edf9 0 196 1040 744 2014-05-07T03:53:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] a047dfc77dbda4133de57852be2eac01bb746a5f 0 94 1043 853 2014-05-07T03:55:31Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. dbd27616b1f5ec51f83509198eeff68c7f3a1eb6 0 129 1045 926 2014-05-07T03:56:27Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to MYOB QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator; # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''QuickBooks''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. * The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 0d8a5c3eb5e070830f04bbe25cc2588973f52fdb 0 132 1046 958 2014-05-07T03:56:55Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * You must install the correct ODBC driver that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); 086f81cd654d94c5656e79a8be88b737acd4e3d3 0 241 1047 957 2014-05-07T03:57:14Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.9 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] 509a040200c31cf6eca46ae73d0f48918704ddba 0 263 1050 2014-05-13T02:49:00Z Jeff 1 Created page with "==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note..." wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button #Complete the Registration Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. b5ad4b094312f5781cbe758c655230e2b9c06860 1051 1050 2014-05-13T02:49:16Z Jeff 1 wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button #Complete the Registration Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. 0e2d20929f8ea7926c601c2e8be3c80ecc5d8dee 1052 1051 2014-05-13T02:56:03Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. 5543b7d6ae6938d8997a65acc8b2948420b73e7e 1056 1052 2014-05-14T11:49:40Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. c2a06a1ada74087efe17ce84d7a49979de0567cc 1057 1056 2014-05-14T11:50:53Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. c84ffee7bdef8b96dbf4bcba110a67cfc13b1340 1058 1057 2014-05-14T11:53:35Z Jeff 1 wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== An email will be generated with your License Key ==Related== 18ab6473142c81db9a5f5d65609f3dae2978853e 1059 1058 2014-05-14T11:55:21Z Jeff 1 /* Related */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== An email will be generated with your License Key ==Related== [[How to enter a License Key]] 910b3efc2dfe31e761daf4728845b8cd4bd6020c 1062 1059 2014-05-14T12:01:07Z Jeff 1 /* What Next */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== Your License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] 84608833b598ccba9876bd8e30d7d37c972b08b1 1063 1062 2014-05-14T12:28:11Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the License Key is generated from the BudgetLink Serial number generated from the software. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== Your License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] 32e440b8c2ce521c421f04c8ecaa34f4341d00d6 1064 1063 2014-05-14T12:29:09Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, then the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== Your License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] 3a3eb88d8c40ad5c824af2741d762666f838f818 1068 1064 2014-05-15T00:17:04Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number (generated from the software) is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== Your License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] ef049109e3054c550a2c56cb6c703570199225a1 1069 1068 2014-05-15T00:17:52Z Jeff 1 /* What Next */ wikitext text/x-wiki ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number (generated from the software) is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== A License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] d7f7d43619144f11528d91279676829491031799 0 109 1053 498 2014-05-13T06:55:11Z Nic 2 wikitext text/x-wiki == Overview == A data warehouse is a database used for reporting. A data warehouse is a definition of a database to house replicated tables from your accounting product. The databases can either be Microsoft Access databases or Microsoft SQL Server databases. During the BudgetLink [[Get Data]] process, the data warehouses will be created and populated with the chosen tables. Queries, views and stored procedures can be added to the database to transform data in preparation for reporting or external use. == Creating a data warehouse == [[File:ManageDataWarehouses.png|300px|thumb|right|Manage Data Warehouses dialogue]] [[File:AddDataWarehouse.png|300px|thumb|right|Add Data Warehouses dialogue]] To add a data warehouse, follow these steps. # From the '''Menu''', click on '''30. Settings''', then '''Data Warehouses'''; # Click on the '''Manage Data Warehouses''' button; # Click the '''Add Data Warehouse''' button in the Manage Data Warehouses dialog box that appears; # In the '''Add Data Warehouse''' dialog box that appears, enter the '''Name''' and '''Description''' for the data warehouse; # Select the type of database to use. We recommend you use Microsoft Access 2000-2003 unless technically proficient with other databases; # Under the '''Tables''' tab, select the tables to replicate. You can filter the list of tables based on the source data file you want to automate; # Once all information is complete, click '''OK'''. # The new data warehouse will appear in the '''Manage Data Warehouses''' dialog box. Click the '''Close''' button. To fully create the data warehouse and populate it with data, you must perform a [[Get Data]]. Once the Get Data process has run, you will find your new data warehouse in the [[BudgetLink System folder]]. You can now open this data warehouse and add any additional queries or business logic you need. <br clear=all> == Related Topics == [[Get Data Queries]] f9e5f8437e9ae6d3ce7e0891deddc63b32725e5c 0 111 1054 830 2014-05-13T10:09:40Z Jeff 1 /* Download Steps */ wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] d2970411e7b27ec0caf41395650b68b7df8ae84d 0 70 1055 988 2014-05-14T05:32:59Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == Related Topics == [[Troubleshooting]] 08c16eda72c05ee1de29715e1965ea5415ceb527 0 226 1060 892 2014-05-14T11:59:00Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== 0ffcc84037122bbac603d5f484952d9fa6e94871 1061 1060 2014-05-14T11:59:32Z Jeff 1 /* Related */ wikitext text/x-wiki ==Overview== At this stage you should have received an email with a Registration Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] 56310b3a0818e7502caaf49744019a15732e5374 0 79 1065 311 2014-05-14T22:47:40Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you will need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. <br clear=all /> == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] 394ff75d7ef10325cfd3d3c7f198ae69997f30ee 0 95 1066 866 2014-05-14T22:50:10Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. <br clear=all /> == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. b3056ad09ad19b40eabe07b52adfc576e42041a8 0 179 1067 991 2014-05-14T23:02:24Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight 19.9 or lower data file. == Re-installing the MYOB ODBC Driver == To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] 85d656b033e430fb9db2ba9e14101c1c5a11c4fe 0 88 1070 908 2014-05-15T01:40:33Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Editing your data file connection]] for more information. 99d627c54d8aad5d3e15997e1fd4c08d2e1fa7cb 0 161 1071 615 2014-05-15T01:51:57Z Nic 2 wikitext text/x-wiki == Overview == ODBClink keeps a record of your data file connection settings in order to connect to your data file. If the name and path of your data file changes, you will need to update ODBClink with the correct information. == How to update ODBClink to point to moved or renamed MYOB data file == # Start ODBClink; # From the menu, click on the '''30. Settings''' workbook and then '''Data Files'''; # Click on the '''Manage Data Files''' button; # Select the data file to edit and click '''Edit Data File'''; # Click the '''Browse''' button next to the '''Data File Path''' field, find your MYOB data file and click '''Open'''; # Click the '''Test''' button in the bottom-left corner to ensure it can connect successfully; # Click '''OK''' on the Edit Data Files dialogue; # Click '''Close''' on the Manage Data Files dialogue; # Click the '''Get Data''' button; === Notes === It is important that when changing the data connection record that you browse to the same MYOB company file. c1b3c89d8bfa63c745ac13086e621ac8f980e494 1072 1071 2014-05-15T01:52:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink keeps a record of your data file connection settings in order to connect to your data file. If the name and path of your data file changes, you will need to update BudgetLink with the correct information. == How to update BudgetLink to point to moved or renamed MYOB data file == # Start BudgetLink; # From the menu, click on the '''30. Settings''' workbook and then '''Data Files'''; # Click on the '''Manage Data Files''' button; # Select the data file to edit and click '''Edit Data File'''; # Click the '''Browse''' button next to the '''Data File Path''' field, find your MYOB data file and click '''Open'''; # Click the '''Test''' button in the bottom-left corner to ensure it can connect successfully; # Click '''OK''' on the Edit Data Files dialogue; # Click '''Close''' on the Manage Data Files dialogue; # Click the '''Get Data''' button; === Notes === It is important that when changing the data connection record that you browse to the same MYOB company file. f3ebf447b609dad54c6a5e63dee6d314dce7c40c 0 88 1073 1070 2014-05-15T04:49:55Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how ODBClink connects to your data file]] for more information. 32b275cb0b0c01c7943f7f5451bd9241833fc424 0 190 1074 1032 2014-05-16T03:06:43Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all> === Requesting and Entering Upgrade Key === [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] ed6d06cf3ba62d45b747b1d92014074513bb7617 1075 1074 2014-05-16T03:07:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. === Requesting and Entering Upgrade Key === [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 94e2fdc169f96c7b3a8fd04f897a49a023010ceb 1076 1075 2014-05-16T03:12:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. === Requesting and Entering Upgrade Key === [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 800c5874f35da2f93f9f0df16fff99e56397df2b 1077 1076 2014-05-16T03:14:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. === Requesting and Entering Upgrade Key === [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 6e8cf7e48560defc172a125b4a2c33cf86f33a9e 1078 1077 2014-05-16T03:17:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; <br clear=all /> === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] f472f8b33665157cbcb93fe9a9f0d60cfebe1c86 1079 1078 2014-05-16T03:17:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] d15a8ad1354357bf2b61399b972a7568a5ab49c1 1088 1079 2014-05-16T03:36:05Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Upgrading for BudgetLink Free Edition == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 5b04dff4a453be502e4e571f7c860944bce57f38 0 264 1080 2014-05-16T03:23:17Z Nic 2 Created page with "== Overview == BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appe..." wikitext text/x-wiki == Overview == BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appearing on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Untick the '''Include all accounts with or without values''' option. == Related Topics == * [How-To Guides] f255124b05b0f3b10a52d51acccde8bcf1991d90 1081 1080 2014-05-16T03:23:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appearing on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Untick the '''Include all accounts with or without values''' option. == Related Topics == * [[How-To Guides]] 7c83e371e0029e7ce7e9d29f241b8f9ba4b64dc7 1083 1081 2014-05-16T03:25:57Z Nic 2 wikitext text/x-wiki == Overview == [[File:CustomiseHideAllAccounts.png|300px|thumb|right|Customise Dialogue]] BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appearing on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Untick the '''Include all accounts with or without values''' option. == Related Topics == * [[How-To Guides]] ae47c5481bd5503cdb7e3c31bb55a0845c3dd6ed 1084 1083 2014-05-16T03:26:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:CustomiseHideAllAccounts.png|300px|thumb|right|Customise Dialogue]] BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appearing on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Untick the '''Include all accounts with or without values''' option. <br clear=all /> == Related Topics == * [[How-To Guides]] b8b58a95b166d41434be2a4c836d6072a00c069d 1085 1084 2014-05-16T03:26:28Z Nic 2 wikitext text/x-wiki == Overview == [[File:CustomiseHideAllAccounts.png|300px|thumb|right|Customise Dialogue]] BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to hide accounts without values from appearing on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Untick the '''Display all accounts with or without values''' option. <br clear=all /> == Related Topics == * [[How-To Guides]] d513362266bc8281811652bbdedc08595360fa58 6 265 1082 2014-05-16T03:25:22Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 266 1086 2014-05-16T03:27:45Z Nic 2 Created page with "== Overview == [[File:CustomiseShowAllAccounts.png|300px|thumb|right|Customise Dialogue]] BudgetLink has the capacity to always show all accounts or to only show accounts t..." wikitext text/x-wiki == Overview == [[File:CustomiseShowAllAccounts.png|300px|thumb|right|Customise Dialogue]] BudgetLink has the capacity to always show all accounts or to only show accounts that have values. Follow these steps to show all accounts on your reports. # From the report, click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''All Accounts''' option from the list on the left-hand side; # Tick the '''Display all accounts with or without values''' option. <br clear=all /> == Related Topics == * [[How-To Guides]] 3bfc99d5a4f0a5ad86d6a0a21df4f14628cf30a8 6 267 1087 2014-05-16T03:28:18Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 1089 1049 2014-05-16T04:45:45Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.3.103]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 3403f9a79f837cb6d474dce308497c55c0f73a02 1098 1089 2014-05-22T04:08:56Z Jeff 1 /* Reports */ wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.41.3.103]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Budgets === * [[Entering Budgets|How to enter budgets into BudgetLink]] === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ a09341eb3f3af1db56d3f86f09aad828e016d777 1105 1098 2014-05-23T05:25:47Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == === Budgets === * [[Entering Budgets|How to enter budgets into BudgetLink]] === Reports === * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Set-up === * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 946d448277f55c58a4b28033591e49ccade00fa7 1106 1105 2014-05-28T04:12:38Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 27bac81ede8dfdef604c5733d2c67c1d5a072120 1109 1106 2014-05-28T04:14:24Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 4bba9240a0c82773ece5dd71e969c454833c5b42 1110 1109 2014-05-28T04:14:36Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Features == === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 3320602cf3ced8086a020f7888029a6409f0a3ff 1115 1110 2014-05-28T04:19:04Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Features == For a complete list of features, see the [[Features]] page. === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Standard Reports === BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ fb3a754fede80c0b26cfbbb8534ee82dfd84773e 1117 1115 2014-05-28T04:20:27Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 4def095b3ba1bc37fe1ef343ca45fe79eebbfddd 1118 1117 2014-05-28T04:21:08Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 95e41d8130125a7ff2fa8959761dd98405b05865 1120 1118 2014-05-28T04:21:40Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] guide. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ daa1bdc8a6654a416d2cdd775549c16abdd06e94 1121 1120 2014-05-28T04:22:23Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 0704fe55e2e390de487be051e36fd90eda5f43b0 0 226 1090 1061 2014-05-16T05:42:27Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] 97b40d0308eec884fd68d8aa445310c9cb3a4ef2 1091 1090 2014-05-16T05:51:19Z Jeff 1 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it (Key [Ctrl]-V) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] d80c175c60a45e1062ba238d21c46a401bc03fae 1092 1091 2014-05-16T05:51:47Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] b3ff871465505ec4720e158602a3f2266bc29450 0 162 1093 810 2014-05-21T23:52:39Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the server install of '''AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] 3a2fcd2dab39654f2a7aed2938f27e7c7eb1af25 1094 1093 2014-05-21T23:53:12Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] 6978ee57ad9ab709b4437f68c00d5df39d29d885 0 94 1095 1043 2014-05-21T23:56:09Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. cec20135e8300b8d07a7ca607951121a4f92ae3a 0 268 1096 2014-05-22T00:01:19Z Nic 2 Created page with "== Overview == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the l..." wikitext text/x-wiki == Overview == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. This is required as the new PC installation installs slightly different components and the old MYOB AccountRight Live API may conflict with these new components. == Uninstalling the MYOB AccountRight Live API == To uninstall the MYOB AccountRigth Live API, follow these steps. # Click the Windows '''Start''' Menu search for '''Remove Programs'''; # From the Add or Remove Programs screen, scroll until you find the '''MYOB AccountRight API''', select it and choose '''Uninstall''' # Follow the prompts. == Related Topics == * [[Troubleshooting Get Data Problems]] 2965090cf19139c37d46d999e440e02eabd45ce3 1097 1096 2014-05-22T00:02:37Z Nic 2 wikitext text/x-wiki == Overview == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. This is required as the new PC installation installs slightly different components and the old MYOB AccountRight Live API may conflict with these new components. == Uninstalling the MYOB AccountRight Live API == To uninstall the MYOB AccountRigth Live API, follow these steps. # Click the Windows '''Start''' Menu search for '''Remove Programs'''; # From the Add or Remove Programs screen, scroll until you find the '''MYOB AccountRight API''', select it and choose '''Uninstall''' # Follow the prompts. == Related Topics == * [[Troubleshooting Get Data Problems]] * [http://help.myob.com.au/ar2014/installoptions.htm Installation Options for AccountRight Live 2014] 02834bfbe2ad9acbe6336c8f09582031be1dc666 0 55 1099 186 2014-05-22T04:10:19Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] [[Importing Budgets]] d7d23f6b47f2ed05a3dd61c9d7e290db06f26bd2 0 204 1100 1005 2014-05-23T05:22:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.41.2.104]] released on 23/05/2014 * [[BudgetLink v3.41.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7a51f09312fc297f67eb41954e8b980c06f41f99 1101 1100 2014-05-23T05:22:48Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 552c63405e54dc541f4c2e8991febe26a5f8b315 0 269 1102 2014-05-23T05:24:02Z Nic 2 Created page with "BudgetLink v3.42.1.103 was released on 08/05/2014. The main enhancements were related to MYOB AccountRight Live. == Enhancements == '''MYOB''' * Enhanced to handle the new r..." wikitext text/x-wiki BudgetLink v3.42.1.103 was released on 08/05/2014. The main enhancements were related to MYOB AccountRight Live. == Enhancements == '''MYOB''' * Enhanced to handle the new release of MYOB AccountRight live 2014.2 == Related Topics == * [[BudgetLink version archive]] 112f48fd86029286997e83fcb6fa5bdd428b2bd6 0 270 1103 2014-05-23T05:25:20Z Nic 2 Created page with "BudgetLink v3.42.2.104 was released on 23/05/2014. The main enhancements were related to Get Data. == Enhancements == '''Get Data''' * Enhanced Get Data progress dialogue to..." wikitext text/x-wiki BudgetLink v3.42.2.104 was released on 23/05/2014. The main enhancements were related to Get Data. == Enhancements == '''Get Data''' * Enhanced Get Data progress dialogue to be modal and not steal focus. * Enhanced log to show copying data file from and to paths. * Open Log and Send Log button will be disabled until finished. * Enhanced error messages listed for Xero integration. '''Auto Upload''' * Enhanced auto upload macros to be able to log information and notify of success or failure. '''Upgrade''' * Enhanced upgrade progress dialogue to be modal and user has to close the log before continuing. * Enhanced to list installations from most recent version to least recent. * Enhanced to warn if not selecting the most recent version. * Enhanced to not pull similar reports named Reports, Report Packs, etc. == Related Topics == * [[BudgetLink version archive]] b0783da3168590842d707d1678eee5d75763dd5a 1104 1103 2014-05-23T05:25:30Z Nic 2 wikitext text/x-wiki BudgetLink v3.42.2.104 was released on 23/05/2014. The main enhancements were related to Get Data and upgrade. == Enhancements == '''Get Data''' * Enhanced Get Data progress dialogue to be modal and not steal focus. * Enhanced log to show copying data file from and to paths. * Open Log and Send Log button will be disabled until finished. * Enhanced error messages listed for Xero integration. '''Auto Upload''' * Enhanced auto upload macros to be able to log information and notify of success or failure. '''Upgrade''' * Enhanced upgrade progress dialogue to be modal and user has to close the log before continuing. * Enhanced to list installations from most recent version to least recent. * Enhanced to warn if not selecting the most recent version. * Enhanced to not pull similar reports named Reports, Report Packs, etc. == Related Topics == * [[BudgetLink version archive]] 25db28c41c230bff7e831da6b1589b0223751ddd 0 271 1107 2014-05-28T04:12:58Z Nic 2 Created page with " == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to cus..." wikitext text/x-wiki == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] f5491bfe833f7dd6770671a9f36a39302a4c21fd 1108 1107 2014-05-28T04:13:27Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] 0552c3b6de3e7e00e38a1f148ade6456e0dd00c9 0 177 1111 645 2014-05-28T04:15:25Z Nic 2 wikitext text/x-wiki == Overview == The following getting started contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] 11ae584f5a259a20cae8192111fc9036aaf68730 1112 1111 2014-05-28T04:17:20Z Nic 2 wikitext text/x-wiki == Overview == The following topics will assist you configuring and using BudgetLink. == New Users == The following getting started contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Exiting Users == If you are upgrading to the latest version of BudgetLink, see the [[Upgrading BudgetLink|How to upgrade BudgetLink]] page. 71ae88c6fb6570dd79634ac4bf5d78fee08453e1 1113 1112 2014-05-28T04:17:56Z Nic 2 wikitext text/x-wiki == Overview == The following topics will assist you configuring and using BudgetLink. == New Users == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Exiting Users == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Upgrading BudgetLink|How to upgrade BudgetLink]] 5691951f32b69ab531cabad9f0b15c349e6e94c9 1114 1113 2014-05-28T04:18:22Z Nic 2 wikitext text/x-wiki == Overview == The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] 7dbda2501901a6d93ac756a5794c0d2888cee9da 1122 1114 2014-05-28T04:22:47Z Nic 2 wikitext text/x-wiki == Overview == The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] f6e4730287de90e27dfdf36392bfb3d688b51563 0 272 1116 2014-05-28T04:20:00Z Nic 2 Created page with "=== Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data a..." wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] 7bdd2773357ec38217fae83e10670d8178be7b6d 0 273 1119 2014-05-28T04:21:36Z Nic 2 Created page with " == Overview == BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[For..." wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] cc77c085644ff920431d16834c0274d3bb1fea53 0 190 1123 1088 2014-05-28T04:23:26Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Upgrading for BudgetLink Free Edition users == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 38bba0c375c8ab469392736316dfe03bf8d0c334 1132 1123 2014-05-28T04:28:33Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. Once the latest version of BudgetLink has been downloaded and installed to your system, follow these steps. == Upgrading for BudgetLink Ultimate Edition users (or other paid editions) == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to purchase and/or request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Upgrading for BudgetLink Free Edition users == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] For BudgetLink Free Edition users who have paid for the upgrade process, refer to the instructions titled '''Upgrading for BudgetLink Ultimate Edition users (or other paid editions)'''. For BudgetLink Free Edition users who do not use the paid for upgrade process, the following instructions will assist you in upgrading your new installation of BudgetLink Free Edition manually. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''New Installation''' button; # Follow the prompts to connect your data file, etc. You will be allowed to use BudgetLink, without a license key for up to 30 days. Remember to enter your license key or request your license key. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] fd0536e2d8bd521348f3b3827cc9f4a38e1d38b9 0 273 1124 1119 2014-05-28T04:25:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] 1ee6f85aad68dc3e876497c0ef25ffe922d8ba56 1125 1124 2014-05-28T04:25:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] == Advanced Reports == == Related Topics == * [[Features]] 8a2d4ab9867a2527f90284028b73ddf3098fdd63 1145 1125 2014-05-28T04:44:08Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] == Advanced Reports == == Related Topics == * [[Features]] 005b4f3ec04a3ef7ca75ea047c35995ac9ae17e3 1168 1145 2014-05-28T05:55:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Consolidated Financial Statements]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] 57c58b41fc669a23b1639bd87ee81fe0829004ac 0 111 1126 1054 2014-05-28T04:27:08Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] 31b6e6dfe97bf6eb0d4bbea0de300a05aaa3148b 0 93 1127 833 2014-05-28T04:28:04Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Preparation == # [[Downloading BudgetLink|Download BudgetLink]] == Procedure == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow these steps to install BudgetLink. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 5741f35601665d8f068d024aedf9c10520f47733 0 86 1128 971 2014-05-28T04:28:10Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 19b839e5c2f4eaf50a322dd96e450dd89d9ef034 0 166 1129 619 2014-05-28T04:28:14Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Related == [[Logs]] b63a208af7b24868fee023f8e59eae9ba15418d9 0 263 1130 1069 2014-05-28T04:28:20Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number (generated from the software) is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== A License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] 19aafc23fdc44b6a224c1036e019e51e3fce8131 0 226 1131 1092 2014-05-28T04:28:27Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] 842b9f1c155e77d86ad722afe818a95ff35724af 0 177 1133 1122 2014-05-28T04:29:14Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] e8034fda300c23ca84d3479f758a472fceb2b7c4 14 274 1134 2014-05-28T04:30:02Z Nic 2 Created page with "The following topics are part of the Getting Started Guide category." wikitext text/x-wiki The following topics are part of the Getting Started Guide category. dc11ab18a906ae2d7d9942b66be79af7720b5158 14 275 1135 2014-05-28T04:30:23Z Nic 2 Created page with "The following topics are part of the How To Guides category." wikitext text/x-wiki The following topics are part of the How To Guides category. a650327a72f8e525689352f1f0d70e9843c3f3eb 8 82 1136 970 2014-05-28T04:37:36Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide ** Reports ** Features ** How To Guides ** Troubleshooting ** What's New * Accounting Addons ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 57dc726657b148148845f737b71d72a064647ed9 1137 1136 2014-05-28T04:38:11Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** Reports|Reports ** Features|Features ** How To Guides|How To Guides ** Troubleshooting|Troubleshooting ** What's New|What's New * Accounting Addons ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 4b4c3233b5ec990859cb9df27997e964bca5495f 1138 1137 2014-05-28T04:38:31Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Features|Features ** Troubleshooting|Troubleshooting ** What's New|What's New * Accounting Addons ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 2b8102b2851048272d4c38ee0dc4634ae8a5d893 1139 1138 2014-05-28T04:39:01Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES ca952c5ccf5227f2dd947fc4d3d0c2ee259cf3cf 0 271 1140 1108 2014-05-28T04:41:10Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Accounts === * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] a888b460828897c6defa2b19bb87ac467831bac4 0 212 1141 826 2014-05-28T04:42:44Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports :[[Monthly Profit and Loss Report]] :[[Monthly Balance Sheet Report]] 20f5efc0ce152f11b57fe9e886dae2ed563f9c17 1142 1141 2014-05-28T04:42:53Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] e1b5f89a5c2fe6a7585656ab366a0f2a99736103 1143 1142 2014-05-28T04:43:32Z Nic 2 wikitext text/x-wiki [[Category:Reports]] The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] 010b1f0bd1e83181bd4afe825278c6b9d4a04887 1144 1143 2014-05-28T04:43:54Z Nic 2 wikitext text/x-wiki [[Category:Reports]] The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == Related Topics == * [[Reports]] b8afb9e5a863b548c04e405dd9982d88e718ec28 1167 1144 2014-05-28T05:55:20Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 7742ff7a68122d3a4e2abf679e10a7fd0c9b9d62 14 276 1146 2014-05-28T04:44:42Z Nic 2 Created page with "The following page lists all topics associated with the '''Reports''' category." wikitext text/x-wiki The following page lists all topics associated with the '''Reports''' category. 70c366be174c2f8e7a8d0d233ca0d3ae3b495d63 1147 1146 2014-05-28T04:45:23Z Nic 2 wikitext text/x-wiki The following page lists all topics associated with the [[Reports]] category. 5dacbe00d1b20f94c9ae4dae9e33989cf161befe 6 277 1148 2014-05-28T04:53:45Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1154 1148 2014-05-28T05:45:16Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyProfitAndLossReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1155 1154 2014-05-28T05:45:35Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyProfitAndLossReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1156 1155 2014-05-28T05:46:14Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyProfitAndLossReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1157 1156 2014-05-28T05:46:36Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyProfitAndLossReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 278 1149 2014-05-28T04:53:58Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1151 1149 2014-05-28T05:41:57Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyBalanceSheetReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1152 1151 2014-05-28T05:42:32Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyBalanceSheetReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 213 1150 829 2014-05-28T05:38:38Z Nic 2 wikitext text/x-wiki ==Overview== The Monthly Profit and Loss report displays up to 12 months of data across the page and profit and loss accounts down the page. c6888f2bdf6b2d83e93d93e9ffa76e702164e977 1153 1150 2014-05-28T05:45:02Z Nic 2 wikitext text/x-wiki ==Overview== [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and profit and loss accounts down the page. <br clear=all /> == Related Topics == * [[Monthly Reports]] 107770fea68ce13d56e228be4e2ea1467951ecb6 1158 1153 2014-05-28T05:47:10Z Nic 2 wikitext text/x-wiki [[Category:Reports]] ==Overview== [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and profit and loss accounts down the page. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] c78696bf84106505859bdb4b0a27e89090d176bd 1159 1158 2014-05-28T05:48:46Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. By changing the selected [[Period|period]], the number of columns will change. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] 9dfcc3bd11f3cfd93e70680bcf9bc3d55e8c65c0 1160 1159 2014-05-28T05:49:40Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The report will display from the first month of your financial year. However, you can control the number of columns displayed on the report by changing the selected [[Period|period]]. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] e0481b164f1e94a83f00081341d1e7d1013eee4c 1161 1160 2014-05-28T05:50:03Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The report will display from the first month of your financial year. However, you can control the number of columns displayed on the report by changing the selected [[Periods|period]]. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] ad0e6cb593c122ad75e4bdf9472b6fa36fe9f3cb 1165 1161 2014-05-28T05:54:22Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The report will display from the first month of your financial year. However, you can control the number of columns displayed on the report by changing the selected [[Periods|period]]. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] e532b8b911df193c1820e1b1005ebe88bce4e9e6 1169 1165 2014-05-28T06:11:46Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to use this report == You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. == How to find this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss Report'''. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] f422406f8e4cb8b791af78c6f3d69c69275aa461 1170 1169 2014-05-28T06:12:09Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss Report'''. == How to use this report == You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 797fa03019a4648cef19fe4ca728374d1b966202 1171 1170 2014-05-28T06:12:46Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] dac01f5e1b86b2981c34573c264c5ad7114c52c0 0 279 1162 2014-05-28T05:51:38Z Nic 2 Created page with "[[Category:Reports]] == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 1..." wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. The report will display from the first month of your financial year. However, you can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts) <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] 6bceb221e3a6e961078cda846b16fd997a47b241 1163 1162 2014-05-28T05:51:56Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. The report will display from the first month of your financial year. You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts) <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] 4eeb6611eb27ad8d8327e16e6d0162ef12763041 1164 1163 2014-05-28T05:53:23Z Nic 2 wikitext text/x-wiki [[Category:Reports]] == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. The report will display from the first month of your financial year. You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). This can be changed by [[Customising Reports|customising the report]], selecting the '''Options''' tab, selecting the '''Display As''' item and choosing either Movement and Balance. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] 2ca3cf72eaa180550dc0d3e349afa0ddf2b97875 1166 1164 2014-05-28T05:55:07Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. The report will display from the first month of your financial year. You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). This can be changed by [[Customising Reports|customising the report]], selecting the '''Options''' tab, selecting the '''Display As''' item and choosing either Movement and Balance. <br clear=all /> == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 4cc85ffd04a2458da61a266dcd416ac0c04c7090 1172 1166 2014-05-28T06:13:51Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Balance Sheet Report'''. == How to use this report == You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). This can be changed by [[Customising Reports|customising the report]], selecting the '''Options''' tab, selecting the '''Display As''' item and choosing either Movement and Balance. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 8bc4cb598c45187797f257970b6d42bb0a8eb105 0 279 1173 1172 2014-05-28T06:15:21Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Balance Sheet Report'''. == How to use this report == You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). To change the data displayed on this report, follow these steps. # Click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''Display As''' item; # Choose either Movement or Balance. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] d07fece04b544b10ab1f533fb0c781233b9ca512 0 212 1174 1167 2014-05-28T06:15:54Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == How to view these reports == To view these reports, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''. == Related Topics == * [[Reports]] [[Category:Reports]] 74b524434c801d599c69b21fdab3cd3363ddfc9a 1175 1174 2014-05-28T06:16:03Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == How to view these reports == To view these reports, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''. == Related Topics == * [[Reports]] [[Category:Reports]] 7dc891960452de1974a964344446ef9244da3596 1176 1175 2014-05-28T06:17:53Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports: * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == How to view these reports == To view these reports, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''. == Related Topics == * [[Reports]] [[Category:Reports]] fe6bd224ca96df8dbe831e6a4dd0f308e1980f5a 1195 1176 2014-05-28T06:38:36Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports: * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] f2b5a34ed49a7fa067b2e47e2d08e41aee0ead0f 0 280 1177 2014-05-28T06:18:35Z Nic 2 Created page with "== Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]]..." wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]] == How to view these reports == To view these reports, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''. == Related Topics == * [[Reports]] [[Category:Reports]] 311bcf4e4a0469172b3f208f3264b326740d9688 1184 1177 2014-05-28T06:27:14Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]] == How to view these reports == To view these reports, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''. == Additional Reports == There are other additional Profit and Loss reports not included in this report pack: * [[Monthly Profit and Loss Report]] == Related Topics == * [[Reports]] [[Category:Reports]] f366a79414daf9612e88a60152b01c29f79fb3ea 1185 1184 2014-05-28T06:27:32Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]] == Additional Reports == There are other additional Profit and Loss reports not included in this report pack: * [[Monthly Profit and Loss Report]] == Related Topics == * [[Reports]] [[Category:Reports]] f4340d9603004a36e13927126f8f96f05159c51c 1201 1185 2014-05-28T06:47:02Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]] == Additional Reports == There are other additional Profit and Loss reports not included in this report pack: * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 1e813eeb0ba38ba461b2b44ddedd122924cd803f 1202 1201 2014-05-28T06:47:21Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis]] * [[Profit and Loss Statement]] * [[Budget Variance by Month]] == Additional Reports == There are other additional Profit and Loss reports not included in this report pack: * [[Monthly Profit and Loss Report]] * [[Monthly Forecast]] report * [[Rolling Forecast]] report == Related Topics == * [[Reports]] [[Category:Reports]] 25e9bd8ac034b6ab6b2c03527e28ea372813593e 1203 1202 2014-05-28T06:47:57Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss reports not included in this report pack: * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 44fa775068e5bf961ffc93ad4623053719a98f94 0 281 1178 2014-05-28T06:23:56Z Nic 2 Created page with "== Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actuals]] versus [[Budgets]] or..." wikitext text/x-wiki == Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actuals]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce: * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average To do so, simply click on the [[Editing the layouts of reports|Layout]] button. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 3fa00220ba3a820ccc42a9f9afc6df1c4dcdaa28 1179 1178 2014-05-28T06:24:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actuals]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce: * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average To do so, simply click on the [[Editing the layout of reports|Layout]] button. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 04099e22facbd382aa875d559a9d78048f09649e 1181 1179 2014-05-28T06:25:14Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce: * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average To do so, simply click on the [[Editing the layout of reports|Layout]] button. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 770df7d4b488a39567b7a7ef80a52c71105a9306 1182 1181 2014-05-28T06:26:06Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, simply click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] d056f73069d49a055585ff7bde520cfd68f4f57a 1183 1182 2014-05-28T06:26:33Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, simply click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 97e15ab6301b54997f17bd1aef2e4a3a26fd08c1 1190 1183 2014-05-28T06:32:59Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, simply click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 598624c2625dccb3b471ed36e01f20a45dfd2ffb 1204 1190 2014-05-28T06:48:34Z Nic 2 Nic moved page [[Budget Analysis]] to [[Budget Analysis Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, simply click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 598624c2625dccb3b471ed36e01f20a45dfd2ffb 6 282 1180 2014-05-28T06:25:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1189 1180 2014-05-28T06:32:51Z Nic 2 Nic moved page [[File:BudgetAnalysisReport.png]] to [[File:ProfitAndLossBudgetAnalysisReport.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 283 1186 2014-05-28T06:30:58Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 284 1187 2014-05-28T06:31:03Z Nic 2 Created page with "== Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Budget variance by Month report allows you to compare [[Actual..." wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Budget variance by Month report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] for multiple periods (months, quarters, half-years). It displays figures for the periods across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Variance by Month''' report. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] a17bd4ac7139454dfbbfa0dc4b81567bd479fd1c 1188 1187 2014-05-28T06:31:31Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Budget variance by Month report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] for multiple periods (months, quarters, half-years). It displays figures for the periods across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Variance by Month''' report. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 887a9f05624ce09c9a4c8219cfc8cb96dda052c7 1205 1188 2014-05-28T06:49:08Z Nic 2 Nic moved page [[Budget Variance by Month]] to [[Budget Variance by Month Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Budget variance by Month report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] for multiple periods (months, quarters, half-years). It displays figures for the periods across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Variance by Month''' report. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 887a9f05624ce09c9a4c8219cfc8cb96dda052c7 0 285 1191 2014-05-28T06:35:03Z Nic 2 Created page with "== Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Profit and Loss Statement report allows you compare your figur..." wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Profit and Loss Statement report allows you compare your figures as a percentage of sales. It displays figures for the period and year-to-date period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Profit and Loss Statement'''. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] efdd4528a31bcf042129914e263b48aadf0910b6 1192 1191 2014-05-28T06:35:27Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossStatement.png|300px|thumb|right|Profit and Loss Statement]] The Profit and Loss Statement report allows you compare your figures as a percentage of sales. It displays figures for the period and year-to-date period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Profit and Loss Statement'''. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] [[Category:Reports]] 19de1ca01ffc2be4628066ae7a9be01b4fe1a14d 6 286 1193 2014-05-28T06:36:10Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 287 1194 2014-05-28T06:38:22Z Nic 2 Created page with "== Overview == The standard Forecast Reports pack contains the following reports: * [[Monthly Forecast]] * [[Rolling Forecast]] == Additional Reports == The [[Budget Analy..." wikitext text/x-wiki == Overview == The standard Forecast Reports pack contains the following reports: * [[Monthly Forecast]] * [[Rolling Forecast]] == Additional Reports == The [[Budget Analysis]] report does include forecast columns comparison. == Related Topics == * [[Reports]] [[Category:Reports]] c0a74c268ca9c982700f040e7a2d7834b2dfe085 1208 1194 2014-05-28T06:50:38Z Nic 2 wikitext text/x-wiki == Overview == The standard Forecast Reports pack contains the following reports: * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] == Additional Reports == The [[Budget Analysis Report]] report does include forecast columns comparison. == Related Topics == * [[Reports]] [[Category:Reports]] eb61cc9a41413275fc47bc50ce096d5a73ad5e7f 1209 1208 2014-05-28T06:50:46Z Nic 2 wikitext text/x-wiki == Overview == The standard Forecast Reports pack contains the following reports: * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] == Additional Reports == The [[Budget Analysis Report]] does include forecast columns comparison. == Related Topics == * [[Reports]] [[Category:Reports]] 353dd4e8620077b61958ea79d458269cbe1a6612 0 288 1196 2014-05-28T06:41:49Z Nic 2 Created page with "== Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Acc..." wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] [[Category:Reports]] 36ca11f973370400fe7bf2f7f1bf76425e00183c 1206 1196 2014-05-28T06:49:34Z Nic 2 Nic moved page [[Monthly Forecast]] to [[Monthly Forecast Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] [[Category:Reports]] 36ca11f973370400fe7bf2f7f1bf76425e00183c 6 289 1197 2014-05-28T06:42:48Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1198 1197 2014-05-28T06:42:59Z Nic 2 Nic uploaded a new version of &quot;[[File:MonthlyForecastReport.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 290 1199 2014-05-28T06:45:52Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 291 1200 2014-05-28T06:45:56Z Nic 2 Created page with "== Overview == [[File:RollingForecastReport.png|300px|thumb|right|Rolling Forecast Report]] The Rolling Forecast report displays 24 months of data across the page and [[Acc..." wikitext text/x-wiki == Overview == [[File:RollingForecastReport.png|300px|thumb|right|Rolling Forecast Report]] The Rolling Forecast report displays 24 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The first 6 columns will always display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Rolling Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected '''Actuals To''' [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] [[Category:Reports]] 8e7adbd7b4f2dfc9a1cac9671b37780ce5b3dcef 1207 1200 2014-05-28T06:49:55Z Nic 2 Nic moved page [[Rolling Forecast]] to [[Rolling Forecast Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:RollingForecastReport.png|300px|thumb|right|Rolling Forecast Report]] The Rolling Forecast report displays 24 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The first 6 columns will always display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Rolling Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected '''Actuals To''' [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] [[Category:Reports]] 8e7adbd7b4f2dfc9a1cac9671b37780ce5b3dcef 0 292 1210 2014-05-28T23:05:31Z Nic 2 Created page with "== Overview == The standard Job Reports pack contains the following reports: * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]..." wikitext text/x-wiki == Overview == The standard Job Reports pack contains the following reports: * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 95dad864f3ddc2216e70803ac6394e6f9a4bf211 1211 1210 2014-05-28T23:06:21Z Nic 2 wikitext text/x-wiki == Overview == The standard Job Reports pack contains the following reports: * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] == Tip == Did you know that all reports within BudgetLink can be used to produce job reports. Simply use the [[Customise Report|customise button]] and select the relevant job. == Related Topics == * [[Reports]] [[Category:Reports]] ae2a943e79f43233760d50461fff1016c3d5c55c 1212 1211 2014-05-28T23:06:34Z Nic 2 wikitext text/x-wiki == Overview == The standard Job Reports pack contains the following reports: * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] == Tip == Did you know that all reports within BudgetLink can be used to produce job reports. Simply use the [[Customising Reports|customise button]] and select the relevant job. == Related Topics == * [[Reports]] [[Category:Reports]] bb544fd6a3b59765ec9273e84b3525f6dded4187 0 293 1213 2014-05-28T23:12:30Z Nic 2 Created page with "== Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [Actual]] and [[Variance]] across the page an..." wikitext text/x-wiki == Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [Actual]] and [[Variance]] across the page and [[Jobs]] down the page broken down by [[Account Classifications]]. It allows you to quickly and easily see how each job is progressing compared to it's budget. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 55f2b5d702c108b76970f706d34ba17afc7f9007 1214 1213 2014-05-28T23:12:42Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [Actual]] and [[Variance]] across the page and [[Jobs]] down the page broken down by [[Account Classifications]]. It allows you to quickly and easily see how each job is progressing compared to it's budget. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] 9ed503562356ce0db020f6b89ac7d8591fd380ff 1216 1214 2014-05-28T23:14:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [[Actual]] and [[Variance]] across the page and [[Jobs]] down the page broken down by [[Account Classifications]]. It allows you to quickly and easily see how each job is progressing compared to it's budget. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] d24883c2183cf62cb0310c164b231aa40fc8f412 6 294 1215 2014-05-28T23:13:25Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 295 1217 2014-05-28T23:16:47Z Nic 2 Created page with "== Overview == [[File:JobSummaryWithTotalsReport.png|300px|thumb|right|Job Summary with Totals Report]] The Job Summary with Totals report displays [[Jobs]] and [[Budgets]]..." wikitext text/x-wiki == Overview == [[File:JobSummaryWithTotalsReport.png|300px|thumb|right|Job Summary with Totals Report]] The Job Summary with Totals report displays [[Jobs]] and [[Budgets]], [[Actual]] and [[Variance]] down the page and [[Account Classifications]] across the page. It allows you to quickly and easily see how each job is progressing compared to it's budget. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary with Totals'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] abebd38fb18791d59e0db902263c690830c1fb82 1222 1217 2014-05-28T23:22:34Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryWithTotalsReport.png|300px|thumb|right|Job Summary with Totals Report]] The Job Summary with Totals report displays [[Jobs]] and [[Budgets]], [[Actual]] and [[Variance]] down the page and [[Account Classifications]] across the page. It allows you to quickly and easily see how each job is progressing compared to it's budget. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary with Totals'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] c8c224e16491895774d0afa65b452d96dd19cbbb 6 296 1218 2014-05-28T23:17:20Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 297 1219 2014-05-28T23:19:44Z Nic 2 Created page with "== Overview == [[File:ProfitAndLossByJobReport.png|300px|thumb|right|Profit and Loss by Job Report]] The Profit and Loss by Job report displays your [[Accounts|profit and l..." wikitext text/x-wiki == Overview == [[File:ProfitAndLossByJobReport.png|300px|thumb|right|Profit and Loss by Job Report]] The Profit and Loss by Job report displays your [[Accounts|profit and loss accounts]] down the page and your [[Jobs]] across the page. It allows you to quickly get a detail view of your business broken down by jobs. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Profit and Loss by Job'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] 02c37b9be250c4f766422226174a680f2a357102 1221 1219 2014-05-28T23:22:17Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossByJobReport.png|300px|thumb|right|Profit and Loss by Job Report]] The Profit and Loss by Job report displays your [[Accounts|profit and loss accounts]] down the page and your [[Jobs]] across the page. It allows you to quickly get a detail view of your business broken down by jobs. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Profit and Loss by Job'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] 8e4b703a85fdaa08819ae3b2f2d47bd85ff35040 6 298 1220 2014-05-28T23:21:25Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 293 1223 1216 2014-05-28T23:22:36Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [[Actual]] and [[Variance]] across the page and [[Jobs]] down the page broken down by [[Account Classifications]]. It allows you to quickly and easily see how each job is progressing compared to it's budget. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Customising Reports]] * [[Job Reports]] [[Category:Reports]] 2bc1afe929fb4874b830816507f47fbad3fb3d6c 1264 1223 2014-05-29T00:21:39Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryReport.png|300px|thumb|right|Job Summary Report]] The Job Summary report displays [[Budgets]], [[Actual]] and [[Variance]] across the page and [[Jobs]] down the page broken down by [[Account Classifications]]. It allows you to quickly and easily see how each job is progressing compared to it's budget. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Job Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 2ba0b6abf9d2f135723c3562e365e9b3cf554e40 0 280 1224 1203 2014-05-28T23:25:19Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss based reports not included in this report pack but which are installed by default. * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 09ac1a53c3c5213da6f76303399e0297df173402 1242 1224 2014-05-28T23:46:43Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss based reports not included in this report pack but which are installed by default. * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Profit and Loss Forecast Chart]] * [[Net Profit Chart]] * [[Trend Analysis Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 493822289e25503bdc5eb43d8e4baccb2189c276 0 299 1225 2014-05-28T23:27:54Z Nic 2 Created page with "== Overview == The standard Charts pack contains the following reports: * [[Profit and Loss Forecast Chart]] * [[Balance Sheet Forecast Chart]] * [[Net Profit Chart]] * [[Tr..." wikitext text/x-wiki == Overview == The standard Charts pack contains the following reports: * [[Profit and Loss Forecast Chart]] * [[Balance Sheet Forecast Chart]] * [[Net Profit Chart]] * [[Trend Analysis Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] [[Category:Charts]] b54428429bf01e59d7ca12e7794a84e9f0a04748 14 300 1226 2014-05-28T23:28:15Z Nic 2 Created page with "The following page lists all topics associated with the [[Charts]] category." wikitext text/x-wiki The following page lists all topics associated with the [[Charts]] category. d1da45633813dc9e00eacf137a57c91cb05bf1ad 0 301 1227 2014-05-28T23:32:52Z Nic 2 Created page with "== Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the pa..." wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Customising Reports]] * [[Monthly Reports]] [[Category:Reports]] 92bd2e2c875ca976d8033d1c51ac65ef6a4603db 1229 1227 2014-05-28T23:34:23Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Customising Reports]] * [[Charts]] [[Category:Reports]] 55e8c85a9c2cd4d33fd2462630d416fb31d6520d 1230 1229 2014-05-28T23:34:40Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] 274e3e8b7d11bf4f057e1268065d295aec801890 1233 1230 2014-05-28T23:38:40Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] a095ade0edb0847329a95fbd46b5554e3600e932 1239 1233 2014-05-28T23:45:01Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. The darker colours represent actuals while the lighter colours represent budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] 2bcc85d8c3bce1143c4eea29997a4cb6166b193d 1241 1239 2014-05-28T23:45:48Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. The darker colours represent actuals while the lighter colours represent budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this chart == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] 255616ae387db04007a51190831179b9eec22830 1267 1241 2014-05-29T00:22:07Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossForecastChart.png|300px|thumb|right|Profit and Loss Forecast Chart]] The Profit and Loss Forecast chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for both [[Actual]] and [[Budget]] This chart will display the actual movement in your profit and loss up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. The darker colours represent actuals while the lighter colours represent budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Profit and Loss Forecast Chart'''. == How to use this chart == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] [[Category:Charts]] dedbc23bf8f38622346fba4df7d6650dc1608308 6 302 1228 2014-05-28T23:33:18Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 303 1231 2014-05-28T23:36:58Z Nic 2 Created page with "== Overview == [[File:BalanceSheetForecastChart.png|300px|thumb|right|Balance Sheet Forecast Chart]] The Balance Sheet Forecast chart displays the months across the page an..." wikitext text/x-wiki == Overview == [[File:BalanceSheetForecastChart.png|300px|thumb|right|Balance Sheet Forecast Chart]] The Balance Sheet Forecast chart displays the months across the page and charts [[Assets]], [[Liabilities]] and [[Equity]] for both [[Actual]] and [[Budget]] This chart will display the actual balance in your balance sheet up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Balance Sheet Forecast Chart'''. == How to use this report == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] 5e68e56593696a78da9818a42745c3f2e8f331fa 1238 1231 2014-05-28T23:44:54Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetForecastChart.png|300px|thumb|right|Balance Sheet Forecast Chart]] The Balance Sheet Forecast chart displays the months across the page and charts [[Assets]], [[Liabilities]] and [[Equity]] for both [[Actual]] and [[Budget]] This chart will display the actual balance in your balance sheet up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. The darker colours represent actuals while the lighter colours represent budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Balance Sheet Forecast Chart'''. == How to use this chart == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] e29d562af22323558062107a053d4a1982795ec5 1268 1238 2014-05-29T00:22:14Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetForecastChart.png|300px|thumb|right|Balance Sheet Forecast Chart]] The Balance Sheet Forecast chart displays the months across the page and charts [[Assets]], [[Liabilities]] and [[Equity]] for both [[Actual]] and [[Budget]] This chart will display the actual balance in your balance sheet up to the month selected. The remaining months will be based on budgets. Lastly, some trend lines are included to display the expected actual trend. The darker colours represent actuals while the lighter colours represent budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Balance Sheet Forecast Chart'''. == How to use this chart == You can control when [[Actual]] values end and where [[Budgets|budget values]] begin by changing the selected [[Periods|period]]. You can also control how the trend lines are calculated. == Related Topics == * [[Charts]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] [[Category:Charts]] f4a579530ab99818ed4af7635266c41e94b41c48 6 304 1232 2014-05-28T23:37:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 305 1234 2014-05-28T23:40:57Z Nic 2 Created page with "== Overview == [[File:NetProfitChart.png|300px|thumb|right|Net Profit Chart]] The Net Profit Chart displays the months across the page and charts the [[Net Profit]] figure ..." wikitext text/x-wiki == Overview == [[File:NetProfitChart.png|300px|thumb|right|Net Profit Chart]] The Net Profit Chart displays the months across the page and charts the [[Net Profit]] figure for both [[Actual]] and [[Budgets]]. This chart also includes an annual budget horizontal line to show when actuals exceed the budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Net Profit Chart'''. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] 7d56d9749b0c324b783f298e4b1fd53b64d3f700 1269 1234 2014-05-29T00:22:21Z Nic 2 wikitext text/x-wiki == Overview == [[File:NetProfitChart.png|300px|thumb|right|Net Profit Chart]] The Net Profit Chart displays the months across the page and charts the [[Net Profit]] figure for both [[Actual]] and [[Budgets]]. This chart also includes an annual budget horizontal line to show when actuals exceed the budgets. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Net Profit Chart'''. == Related Topics == * [[Charts]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] [[Category:Charts]] 6ad90fae791d22a620998c0c7c425a866979623a 6 306 1235 2014-05-28T23:41:24Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 307 1236 2014-05-28T23:43:35Z Nic 2 Created page with "== Overview == [[File:TrendAnalysisChart.png|300px|thumb|right|Trend Analysis Chart]] The Trend Analysis Chart displays the months across the page and charts [[Income]], [[..." wikitext text/x-wiki == Overview == [[File:TrendAnalysisChart.png|300px|thumb|right|Trend Analysis Chart]] The Trend Analysis Chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for the [[Versions|Version]] selected. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Trend Analysis Chart'''. == How to use this report == You can control the number of months included on the chart by changing the selected [[Periods|period]]. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] d56434487f6fda5893818dfda8b9a5f77ec92396 1240 1236 2014-05-28T23:45:35Z Nic 2 wikitext text/x-wiki == Overview == [[File:TrendAnalysisChart.png|300px|thumb|right|Trend Analysis Chart]] The Trend Analysis Chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for the [[Versions|Version]] selected. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Trend Analysis Chart'''. == How to use this chart == You can control the number of months included on the chart by changing the selected [[Periods|period]]. == Related Topics == * [[Charts]] * [[Customising Reports]] [[Category:Reports]] [[Category:Charts]] 0d35f888db20b4eabce054f6ae71bab1fc4b1aff 1270 1240 2014-05-29T00:22:30Z Nic 2 wikitext text/x-wiki == Overview == [[File:TrendAnalysisChart.png|300px|thumb|right|Trend Analysis Chart]] The Trend Analysis Chart displays the months across the page and charts [[Income]], [[Expenses]] and [[Net Profit]] for the [[Versions|Version]] selected. == How to view this chart == To view this chart, follow these steps. # From the '''Menu''', click on '''16. Charts'''; # Click on '''Trend Analysis Chart'''. == How to use this chart == You can control the number of months included on the chart by changing the selected [[Periods|period]]. == Related Topics == * [[Charts]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] [[Category:Charts]] 772c42a0bab65a55db91971f608ae817b3e9971f 6 308 1237 2014-05-28T23:44:05Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 309 1243 2014-05-29T00:07:46Z Nic 2 Created page with "== Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Var..." wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Related Topics == * [[Reports]] [[Category:Reports]] dba4b04f2d0bb1028f98b93bbbd5d8b8fc5d3088 1246 1243 2014-05-29T00:12:02Z Nic 2 wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Additional Reports == There are other additional balance sheet based reports not included in this report pack but which are installed by default. * [[Monthly Balance Sheet Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Balance Sheet Forecast Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] b7fb60c6416f2714211881facafa60411c4d1e6d 0 310 1244 2014-05-29T00:10:19Z Nic 2 Created page with "== Overview == [[File:BalanceSheetStatement.png|300px|thumb|right|Balance Sheet Statement]] The Balance Sheet Statement report displays the [[Accounts|balance sheet account..." wikitext text/x-wiki == Overview == [[File:BalanceSheetStatement.png|300px|thumb|right|Balance Sheet Statement]] The Balance Sheet Statement report displays the [[Accounts|balance sheet accounts]] down the page and a [[Periods|single period]] across the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Statement'''. == Related Topics == * [[Customising Reports]] * [[Balance Sheet Reports]] [[Category:Reports]] 636bd9ddc2c18364d4cd4b11f84d9aeab080be23 1256 1244 2014-05-29T00:19:28Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetStatement.png|300px|thumb|right|Balance Sheet Statement]] The Balance Sheet Statement report displays the [[Accounts|balance sheet accounts]] down the page and a [[Periods|single period]] across the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Statement'''. == Related Topics == * [[Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] b8bab2acc60ead4e38f19b537dd2550927be7ff6 6 311 1245 2014-05-29T00:10:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 312 1247 2014-05-29T00:14:11Z Nic 2 Created page with "== Overview == [[File:BalanceSheetAnalysisReport.png|300px|thumb|right|Balance Sheet Analysis Report]] The Balance Sheet Analysis Report displays the [[Accounts|balance she..." wikitext text/x-wiki == Overview == [[File:BalanceSheetAnalysisReport.png|300px|thumb|right|Balance Sheet Analysis Report]] The Balance Sheet Analysis Report displays the [[Accounts|balance sheet accounts]] down the page and various [[Periods|periods]] across the page. By default, it can perform the following comparisons: * Last Month Comparison; * Last Year Comparison. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Analysis'''. == Related Topics == * [[Customising Reports]] * [[Balance Sheet Reports]] [[Category:Reports]] b7b24ff3e65eeecf10c5a747829ff1d44a3fa0d7 1255 1247 2014-05-29T00:19:21Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetAnalysisReport.png|300px|thumb|right|Balance Sheet Analysis Report]] The Balance Sheet Analysis Report displays the [[Accounts|balance sheet accounts]] down the page and various [[Periods|periods]] across the page. By default, it can perform the following comparisons: * Last Month Comparison; * Last Year Comparison. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Analysis'''. == Related Topics == * [[Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 0117f451b007ecb39ca4e5c83dd72fbc0e7722b7 6 313 1248 2014-05-29T00:14:38Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 314 1249 2014-05-29T00:16:40Z Nic 2 Created page with "== Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance she..." wikitext text/x-wiki == Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance sheet accounts]] down the page and up to 12 [Periods|periods]] across the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Variance Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Customising Reports]] * [[Balance Sheet Reports]] [[Category:Reports]] 450827f5c50c547ebe541411457746066b52c7ef 1251 1249 2014-05-29T00:18:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance sheet accounts]] down the page and up to 12 [[Periods|periods]] across the page. It allows you to compare [[Actuals]] versus [[Budgets]] for each [[Periods|period]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Variance Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Customising Reports]] * [[Balance Sheet Reports]] [[Category:Reports]] 7004ea90b6a24dd85ce249adaf405e9e464d7e1f 1252 1251 2014-05-29T00:18:22Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance sheet accounts]] down the page and up to 12 [[Periods|periods]] across the page. It allows you to compare [[Actuals]] versus [[Budgets]] for each [[Periods|period]] and includes [[Variance]] and [[Variance Percentage]] columns. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Variance Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Customising Reports]] * [[Balance Sheet Reports]] [[Category:Reports]] c2551eff39cc2e7533b131648fdd6beccccf8eca 1253 1252 2014-05-29T00:18:51Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance sheet accounts]] down the page and up to 12 [[Periods|periods]] across the page. It allows you to compare [[Actuals]] versus [[Budgets]] for each [[Periods|period]] and includes [[Variance]] and [[Variance Percentage]] columns. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Variance Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] [[Category:Reports]] 4aca22d347d4c502d8b183e07b664fba63ad64d3 1254 1253 2014-05-29T00:19:04Z Nic 2 wikitext text/x-wiki == Overview == [[File:BalanceSheetVarianceReport.png|300px|thumb|right|Balance Sheet Variance Report]] The Balance Sheet Variance Report displays the [[Accounts|balance sheet accounts]] down the page and up to 12 [[Periods|periods]] across the page. It allows you to compare [[Actuals]] versus [[Budgets]] for each [[Periods|period]] and includes [[Variance]] and [[Variance Percentage]] columns. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''17. Balance Sheet Report'''; # Click on '''Balance Sheet Variance Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 088c2299f53f1354ba6ce11cbe056cfe8ef67de3 6 315 1250 2014-05-29T00:17:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 213 1257 1171 2014-05-29T00:19:39Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Monthly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] a8c342333773ea29ae78dbbd565196e95466600a 0 279 1258 1173 2014-05-29T00:20:56Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyBalanceSheetReport.png|300px|thumb|right|Monthly Balance Sheet Report]] The Monthly Balance Sheet Report displays up to 12 months of data across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Balance Sheet Report'''. == How to use this report == You can control the number of columns displayed on the report by changing the selected [[Periods|period]]. The report can either display Balance figures or Movement figures (e.g. changes in your balance sheet accounts). To change the data displayed on this report, follow these steps. # Click on the '''Customise''' button; # Select the '''Options''' tab; # Select the '''Display As''' item; # Choose either Movement or Balance. == Related Topics == * [[Monthly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] e3601623431c2554f9991dfd31dbfa74ffbba5de 0 281 1259 1204 2014-05-29T00:21:04Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, simply click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 24ec28c8f9ba8a7fdd8ec58dc700f1184fc07653 0 285 1260 1192 2014-05-29T00:21:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossStatement.png|300px|thumb|right|Profit and Loss Statement]] The Profit and Loss Statement report allows you compare your figures as a percentage of sales. It displays figures for the period and year-to-date period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Profit and Loss Statement'''. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] c2c8fcf865d4f4e70d66ef6019f335b0a76c0842 0 284 1261 1205 2014-05-29T00:21:18Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetVarianceByMonth.png|300px|thumb|right|Budget Variance by Month]] The Budget variance by Month report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] for multiple periods (months, quarters, half-years). It displays figures for the periods across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Variance by Month''' report. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 34e118e01c813897f1bbcb342e2593430c270a16 0 288 1262 1206 2014-05-29T00:21:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ddfda286f11bd660f05c9497be82907dad7cc4ef 0 291 1263 1207 2014-05-29T00:21:31Z Nic 2 wikitext text/x-wiki == Overview == [[File:RollingForecastReport.png|300px|thumb|right|Rolling Forecast Report]] The Rolling Forecast report displays 24 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The first 6 columns will always display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Rolling Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected '''Actuals To''' [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 326d7cc51703484747015f14905a048a0ebaad9a 0 295 1265 1222 2014-05-29T00:21:47Z Nic 2 wikitext text/x-wiki == Overview == [[File:JobSummaryWithTotalsReport.png|300px|thumb|right|Job Summary with Totals Report]] The Job Summary with Totals report displays [[Jobs]] and [[Budgets]], [[Actual]] and [[Variance]] down the page and [[Account Classifications]] across the page. It allows you to quickly and easily see how each job is progressing compared to it's budget. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Job Summary with Totals'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Job Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 52a5c918f2de40b2d29830d23ccdd8b52976b63a 0 297 1266 1221 2014-05-29T00:21:57Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProfitAndLossByJobReport.png|300px|thumb|right|Profit and Loss by Job Report]] The Profit and Loss by Job report displays your [[Accounts|profit and loss accounts]] down the page and your [[Jobs]] across the page. It allows you to quickly get a detail view of your business broken down by jobs. To keep the report concise, only jobs which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Job Reports'''; # Click on '''Profit and Loss by Job'''. == How to use this report == You can control the jobs included on the report using the [[Customising Reports|customise button]] and selecting the header job with which to report. To do so, follow these steps. # Click on the '''Customise''' button; # Click the '''Job Options''' tab; # Click the '''Job Header''' item and select the parent job; # Click the '''Job Level''' and choose the level at which to run the report; # Click the '''Inactive Jobs''' item and choose whether to include inactive jobs or not; # Click the '''Header Jobs''' item and choose whether to include header jobs or not. == Related Topics == * [[Job Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 871f2b8d06eddf88cb10f8b4495e5a7597650395 0 316 1271 2014-05-29T00:25:23Z Nic 2 Created page with "== Overview == The standard Yearly Reports pack contains the following reports: * [[Yearly Profit and Loss Report]] * [[Yearly Balance Sheet Report]] == Related Topics == *..." wikitext text/x-wiki == Overview == The standard Yearly Reports pack contains the following reports: * [[Yearly Profit and Loss Report]] * [[Yearly Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 1354ee3d50c70a3e08faef4bc747961625a5d46a 0 317 1272 2014-05-29T00:28:44Z Nic 2 Created page with "== Overview == [[File:YearlyProfitAndLossReport.png|300px|thumb|right|Yearly Profit and Loss Report]] The Yearly Profit and Loss report displays multiple [[Financial Years]..." wikitext text/x-wiki == Overview == [[File:YearlyProfitAndLossReport.png|300px|thumb|right|Yearly Profit and Loss Report]] The Yearly Profit and Loss report displays multiple [[Financial Years]] across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''18. Yearly Reports'''; # Click on '''Yearly Profit and Loss Report'''. == How to use this report == To control the years displayed on the report, follow these steps. # Click on the '''Customise''' button; # Click on the '''Filters''' tab; # Click on the '''Start Year''' entry and choose the first year to include on the report; # Click on the '''End Year''' entry and choose the last year to include on the report; # Click '''OK''' to view the report. == Related Topics == * [[Yearly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] fcaed696ec9ae2b8c68746ec8ef15ff4ca35ac81 6 318 1273 2014-05-29T00:29:11Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 319 1274 2014-05-29T00:30:36Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 320 1275 2014-05-29T00:30:39Z Nic 2 Created page with "== Overview == [[File:YearlyBalanceSheetReport.png|300px|thumb|right|Yearly Balance Sheet Report]] The Yearly Balance Sheet Report displays multiple [[Financial Years]] acr..." wikitext text/x-wiki == Overview == [[File:YearlyBalanceSheetReport.png|300px|thumb|right|Yearly Balance Sheet Report]] The Yearly Balance Sheet Report displays multiple [[Financial Years]] across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''18. Yearly Reports'''; # Click on '''Yearly Balance Sheet Report'''. == How to use this report == To control the years displayed on the report, follow these steps. # Click on the '''Customise''' button; # Click on the '''Filters''' tab; # Click on the '''Start Year''' entry and choose the first year to include on the report; # Click on the '''End Year''' entry and choose the last year to include on the report; # Click '''OK''' to view the report. == Related Topics == * [[Yearly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] e637f0bd3df9c077b81d8bac6e77705e7b44d346 0 309 1276 1246 2014-05-29T00:31:20Z Nic 2 wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Additional Reports == There are other additional balance sheet based reports not included in this report pack but which are installed by default. * [[Monthly Balance Sheet Report]] * [[Yearly Balance Sheet Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Balance Sheet Forecast Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 8ade142f8f1a93020673be6b2da588cc9094e485 1286 1276 2014-05-29T00:55:13Z Nic 2 wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Additional Reports == There are other additional balance sheet based reports not included in this report pack but which are installed by default. * [[Monthly Balance Sheet Report]] * [[Yearly Balance Sheet Report]] * [[Multi Company Accrual Balance Sheet]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Balance Sheet Forecast Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 7a75ca80f15b0dc5b785634028099c0f0ddbb7e3 1294 1286 2014-05-29T01:44:56Z Nic 2 wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Additional Reports == There are other additional balance sheet based reports not included in this report pack but which are installed by default. * [[Monthly Balance Sheet Report]] * [[Yearly Balance Sheet Report]] * [[Multi Company Accrual Balance Sheet Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Balance Sheet Forecast Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 5527b909126f1ea9cee1bf49828cff99e74f444f 1300 1294 2014-05-29T01:47:20Z Nic 2 wikitext text/x-wiki == Overview == The standard Balance Sheet report pack contains the following reports: * [[Balance Sheet Statement]] * [[Balance Sheet Analysis Report]] * [[Balance Sheet Variance Report]] == Additional Reports == There are other additional balance sheet based reports not included in this report pack but which are installed by default. * [[Monthly Balance Sheet Report]] * [[Yearly Balance Sheet Report]] * [[Multi Company Accrual Balance Sheet Report]] * [[Multi Company Cash Balance Sheet Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Balance Sheet Forecast Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 0bb0b62da063311f3c0c1667ba546845a57c50f7 0 280 1277 1242 2014-05-29T00:31:22Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss based reports not included in this report pack but which are installed by default. * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] * [[Yearly Profit and Loss Report]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Profit and Loss Forecast Chart]] * [[Net Profit Chart]] * [[Trend Analysis Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] baeabccdea948566035305dd6fcfdf0a1d9bb118 1285 1277 2014-05-29T00:55:03Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss based reports not included in this report pack but which are installed by default. * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] * [[Yearly Profit and Loss Report]] * [[Multi Company Accrual Income Statement]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Profit and Loss Forecast Chart]] * [[Net Profit Chart]] * [[Trend Analysis Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 11de789bc496b5bf2911968c5c5c1ad1349e92bc 1299 1285 2014-05-29T01:47:11Z Nic 2 wikitext text/x-wiki == Overview == The standard Profit and Loss Reports pack contains the following reports: * [[Budget Analysis Report]] * [[Profit and Loss Statement]] * [[Budget Variance by Month Report]] == Additional Reports == There are other additional Profit and Loss based reports not included in this report pack but which are installed by default. * [[Monthly Profit and Loss Report]] * [[Monthly Forecast Report]] * [[Rolling Forecast Report]] * [[Job Summary Report]] * [[Job Summary with Totals Report]] * [[Profit and Loss by Job Report]] * [[Yearly Profit and Loss Report]] * [[Multi Company Accrual Income Statement]] * [[Multi Company Cash Income Statement]] == Additional Charts == There are also additional charts not included in this report pack but which are installed by default. * [[Profit and Loss Forecast Chart]] * [[Net Profit Chart]] * [[Trend Analysis Chart]] == Related Topics == * [[Reports]] [[Category:Reports]] 2d6b06e0823e186993c496fa03cc30d1897560c3 0 273 1278 1168 2014-05-29T00:35:27Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] 79873feabf7001e022841291a5cd884f49dd5cc1 0 321 1279 2014-05-29T00:36:48Z Nic 2 Created page with "== Overview == The standard Multi Company Income Statements and Balance Sheet Reports pack contains the following reports: * [[Accrual Income Statement]] * [[Accrual Balance..." wikitext text/x-wiki == Overview == The standard Multi Company Income Statements and Balance Sheet Reports pack contains the following reports: * [[Accrual Income Statement]] * [[Accrual Balance Sheet]] == Related Topics == * [[Reports]] [[Category:Reports]] 7647cf6082eefd7847f626b98327d243c3a976a1 1280 1279 2014-05-29T00:49:07Z Nic 2 wikitext text/x-wiki == Overview == The standard Multi Company Income Statements and Balance Sheet Reports pack contains the following reports: * [[Multi Company Accrual Income Statement]] * [[Multi Company Accrual Balance Sheet]] == Related Topics == * [[Reports]] [[Category:Reports]] dcd879ce3d900d14ac5ee02e7339fd84c12c11e8 1293 1280 2014-05-29T01:44:42Z Nic 2 wikitext text/x-wiki == Overview == The standard Multi Company Income Statements and Balance Sheet Reports pack contains the following reports: * [[Multi Company Accrual Income Statement]] * [[Multi Company Accrual Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 910d8382f096fa8d02d5d490ab24ba9ca9dfaf14 1311 1293 2014-05-29T01:57:36Z Nic 2 wikitext text/x-wiki == Overview == The standard Multi Company Income Statements and Balance Sheet Reports pack contains the following reports: * [[Multi Company Accrual Income Statement]] * [[Multi Company Accrual Balance Sheet Report]] Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == Related Topics == * [[Reports]] [[Category:Reports]] d151af03cb33967b245c8a21f1becc20c4f57caa 0 322 1281 2014-05-29T00:52:05Z Nic 2 Created page with "== Overview == [[File:MultiCompanyAccrualIncomeStatement.png|300px|thumb|right|Multi Company Accrual Income Statement]] The Multi Company Accrual Income Statement report di..." wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualIncomeStatement.png|300px|thumb|right|Multi Company Accrual Income Statement]] The Multi Company Accrual Income Statement report displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''14. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 7cac63fc2224ed0a55236072eb6c0e65b93e2b42 1289 1281 2014-05-29T01:42:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualIncomeStatement.png|300px|thumb|right|Multi Company Accrual Income Statement]] The Multi Company Accrual Income Statement report displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] b592291e8924e8f89a946a73595f4b06a298aaae 1313 1289 2014-05-29T01:58:55Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualIncomeStatement.png|300px|thumb|right|Multi Company Accrual Income Statement]] The Multi Company Accrual Income Statement report allows you to report on multiple companies and displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 3d5ca8c9d0bbe38b79c2d09e0169798973836b36 1317 1313 2014-05-29T01:59:47Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualIncomeStatement.png|300px|thumb|right|Multi Company Accrual Income Statement]] The Multi Company Accrual Income Statement report allows you to report on multiple companies. It displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 33f13bb638b79e3771f9a19ac81d48f26d107581 6 323 1282 2014-05-29T00:53:04Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 324 1283 2014-05-29T00:54:02Z Nic 2 Created page with "== Overview == [[File:MultiCompanyAccrualBalanceSheetReport.png|300px|thumb|right|Multi Company Accrual Balance Sheet Report]] The Multi Company Accrual Balance Sheet Repor..." wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualBalanceSheetReport.png|300px|thumb|right|Multi Company Accrual Balance Sheet Report]] The Multi Company Accrual Balance Sheet Report displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''14. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 5cf1683f3b4d9de72bdf45946d1ce4939ff02d96 1290 1283 2014-05-29T01:42:22Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualBalanceSheetReport.png|300px|thumb|right|Multi Company Accrual Balance Sheet Report]] The Multi Company Accrual Balance Sheet Report displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] a103851cbca1d79e1fa5892a06d02578a0e4a4e1 1292 1290 2014-05-29T01:44:29Z Nic 2 Nic moved page [[Multi Company Accrual Balance Sheet]] to [[Multi Company Accrual Balance Sheet Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualBalanceSheetReport.png|300px|thumb|right|Multi Company Accrual Balance Sheet Report]] The Multi Company Accrual Balance Sheet Report displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] a103851cbca1d79e1fa5892a06d02578a0e4a4e1 1316 1292 2014-05-29T01:59:46Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyAccrualBalanceSheetReport.png|300px|thumb|right|Multi Company Accrual Balance Sheet Report]] The Multi Company Accrual Balance Sheet Report allows you to report on multiple companies. It displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''24. Multi Company Income Statement and Balance Sheet Reports'''; # Click on '''Accrual Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] d7bd7208ee8f883d2d5e4f2de6a38af35c0f5c40 6 325 1284 2014-05-29T00:54:16Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 326 1287 2014-05-29T01:00:21Z Nic 2 Created page with "== Overview == The standard Multi Company Cash Flow Statement Reports pack contains the following reports: * [[Multi Company Cash Income Statement]] * [[Multi Company Cash B..." wikitext text/x-wiki == Overview == The standard Multi Company Cash Flow Statement Reports pack contains the following reports: * [[Multi Company Cash Income Statement]] * [[Multi Company Cash Balance Sheet]] == Related Topics == * [[Reports]] [[Category:Reports]] 37470e2ee53d209b0c45e0cbb619ff783f4d3bdc 1298 1287 2014-05-29T01:46:48Z Nic 2 wikitext text/x-wiki == Overview == The standard Multi Company Cash Flow Statement Reports pack contains the following reports: * [[Multi Company Cash Income Statement]] * [[Multi Company Cash Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] eb0b2781925f06dc33f8b278ba8046172c1b3722 1312 1298 2014-05-29T01:57:49Z Nic 2 wikitext text/x-wiki == Overview == The standard Multi Company Cash Flow Statement Reports pack contains the following reports: * [[Multi Company Cash Income Statement]] * [[Multi Company Cash Balance Sheet Report]] Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == Related Topics == * [[Reports]] [[Category:Reports]] 7e69d61de35bcc7aec07f9eb2575b6876fc4536d 0 327 1288 2014-05-29T01:41:48Z Nic 2 Created page with "== Overview == [[File:MultiCompanyCashIncomeStatement.png|300px|thumb|right|Multi Company Cash Income Statement]] The Multi Company Cash Income Statement report displays [[..." wikitext text/x-wiki == Overview == [[File:MultiCompanyCashIncomeStatement.png|300px|thumb|right|Multi Company Cash Income Statement]] The Multi Company Cash Income Statement report displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Income Statement]] in that the values are displayed to show the net effect on your bank balance. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 12eee79e89016e2e1e7efe390fef15e194aa9c2f 1296 1288 2014-05-29T01:46:14Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyCashIncomeStatementReport.png|300px|thumb|right|Multi Company Cash Income Statement]] The Multi Company Cash Income Statement report displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Income Statement]] in that the values are displayed to show the net effect on your bank balance. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 03b2c3203969659cbfaf961758c8704ac90a6e2d 1315 1296 2014-05-29T01:59:43Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyCashIncomeStatementReport.png|300px|thumb|right|Multi Company Cash Income Statement]] The Multi Company Cash Income Statement report allows you to report on multiple companies. It displays [[Companies]] across the page and [[Accounts|profit and loss accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Income Statement]] in that the values are displayed to show the net effect on your bank balance. Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Income Statement'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 7c80325f5353aa195ed9620dfcc56dd110395ca4 0 328 1291 2014-05-29T01:44:01Z Nic 2 Created page with "== Overview == [[File:MultiCompanyCashBalanceSheetReport.png|300px|thumb|right|Multi Company Cash Balance Sheet Report]] The Multi Company Cash Balance Sheet Report display..." wikitext text/x-wiki == Overview == [[File:MultiCompanyCashBalanceSheetReport.png|300px|thumb|right|Multi Company Cash Balance Sheet Report]] The Multi Company Cash Balance Sheet Report displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Balance Sheet Report]] in that the values are displayed to show the net effect on your bank balance. As such, your bank accounts are excluded from the reports and instead, the opening bank balance and closing bank balance is displayed at the bottom of the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 19e9a1af1b14d73f20467653475d64cde9ec498e 1297 1291 2014-05-29T01:46:39Z Nic 2 Nic moved page [[Multi Company Cash Balance Sheet]] to [[Multi Company Cash Balance Sheet Report]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:MultiCompanyCashBalanceSheetReport.png|300px|thumb|right|Multi Company Cash Balance Sheet Report]] The Multi Company Cash Balance Sheet Report displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Balance Sheet Report]] in that the values are displayed to show the net effect on your bank balance. As such, your bank accounts are excluded from the reports and instead, the opening bank balance and closing bank balance is displayed at the bottom of the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 19e9a1af1b14d73f20467653475d64cde9ec498e 1314 1297 2014-05-29T01:59:42Z Nic 2 wikitext text/x-wiki == Overview == [[File:MultiCompanyCashBalanceSheetReport.png|300px|thumb|right|Multi Company Cash Balance Sheet Report]] The Multi Company Cash Balance Sheet Report allows you to report on multiple companies. It displays [[Companies]] across the page and [[Accounts|balance sheet accounts]] down the page. It displays slightly differently to the [[Multi Company Accrual Balance Sheet Report]] in that the values are displayed to show the net effect on your bank balance. As such, your bank accounts are excluded from the reports and instead, the opening bank balance and closing bank balance is displayed at the bottom of the report. Note that all reports can be used to report multiple companies using the [[Consolidated Company]] and [[Company Groups]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''25. Multi Company Cash Flow Statement Reports'''; # Click on '''Cash Balance Sheet'''. == How to use this report == You can control the order of the data files by using the [[Manage Data Files]] dialogue. For more information, see [[How to order the companies on reports]]. == Related Topics == * [[Multi Company Cash Flow Statement Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 53956a5d34c5a20649fd35d5eca44de7d15eff01 6 329 1295 2014-05-29T01:45:37Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 212 1301 1195 2014-05-29T01:48:40Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports: * [[Cash Income Statement]] * [[Cash Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] fdbda4107555044bd551aad2e2bafee993f9e847 1302 1301 2014-05-29T01:49:18Z Nic 2 wikitext text/x-wiki == Overview == The standard Monthly Reports pack contains the following reports: * [[Monthly Profit and Loss Report]] * [[Monthly Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] f2b5a34ed49a7fa067b2e47e2d08e41aee0ead0f 0 330 1303 2014-05-29T01:49:20Z Nic 2 Created page with "== Overview == The standard Cash Flow Reports pack contains the following reports: * [[Cash Income Statement]] * [[Cash Balance Sheet Report]] == Related Topics == * [[Repo..." wikitext text/x-wiki == Overview == The standard Cash Flow Reports pack contains the following reports: * [[Cash Income Statement]] * [[Cash Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 15a0d8568f5efdfd893deafbee3a920a763761a3 1310 1303 2014-05-29T01:56:31Z Nic 2 wikitext text/x-wiki == Overview == The standard Cash Flow Reports pack contains the following reports: * [[Cash Income Statement]] * [[Cash Balance Sheet Report]] == Additional Reports == The following additional standard reports are also available to produce cash flow reports. * [[Multi Company Cash Income Statement]] * [[Multi Company Cash Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 0636e3efbbe04266b4ee6e9ca200c65e8a173f5f 0 331 1304 2014-05-29T01:51:49Z Nic 2 Created page with "== Overview == [[File:CashIncomeStatementReport.png|300px|thumb|right|Cash Income Statement]] The Cash Income Statement report displays [[Periods]] across the page and [[Ac..." wikitext text/x-wiki == Overview == [[File:CashIncomeStatementReport.png|300px|thumb|right|Cash Income Statement]] The Cash Income Statement report displays [[Periods]] across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. Added to this, it also displays == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''14. Cash Flow Reports'''; # Click on '''Cash Income Statement'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Cash Flow Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 6f3887442072dede95d6a35e1dab4520180b00c0 1306 1304 2014-05-29T01:53:45Z Nic 2 wikitext text/x-wiki == Overview == [[File:CashIncomeStatementReport.png|300px|thumb|right|Cash Income Statement]] The Cash Income Statement report displays [[Periods]] across the page and [[Accounts|profit and loss accounts]] down the page. It displays slightly differently to the [[Monthly Profit and Loss Report]] in that the values are displayed to show the net effect on your bank balance. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''14. Cash Flow Reports'''; # Click on '''Cash Income Statement'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Cash Flow Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 1d8c2d3c3df0fe088aa8030117f63041984530a7 0 332 1305 2014-05-29T01:53:43Z Nic 2 Created page with "== Overview == [[File:CashBalanceSheetReport.png|300px|thumb|right|Cash Balance Sheet Report]] The Cash Balance Sheet Report displays [[Periods]] across the page and [[Acco..." wikitext text/x-wiki == Overview == [[File:CashBalanceSheetReport.png|300px|thumb|right|Cash Balance Sheet Report]] The Cash Balance Sheet Report displays [[Periods]] across the page and [[Accounts|balance sheet accounts]] down the page. It displays slightly differently to the [[Monthly Balance Sheet Report]] in that the values are displayed to show the net movement on your bank balance. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''14. Cash Flow Reports'''; # Click on '''Cash Balance Sheet'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Cash Flow Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ba61ba9a73044ffcaabf3024ca1543a3d3792358 6 333 1307 2014-05-29T01:54:38Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 334 1308 2014-05-29T01:54:54Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1309 1308 2014-05-29T01:55:20Z Nic 2 Nic moved page [[File:CashIncomeStatement.png]] to [[File:CashIncomeStatementReport.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 1318 1121 2014-05-29T02:00:34Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. == What's New == For information on what's new in BudgetLink, see the [[What's New]] page. __NOTOC__ 2eab576044131b1457706633bf31d71a8027389a 8 82 1319 1139 2014-05-29T02:01:08Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/solutions/solutions-by-product/budgetlink/budgetlink-download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 0d7c89a6cdfe1cfc09656d4931d38d0cccc5fe9f 0 177 1320 1133 2014-05-29T02:02:41Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 890325b1b5ab9e233ffbeee5da1cd19304c93567 1321 1320 2014-05-29T02:03:18Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. [[Category:Getting Started Guide]] [[Category:How To Guides]] 8e2a4daaffb7eeb054df65eb1084002da2a0062c 1322 1321 2014-05-29T02:03:58Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following page. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ef2fa725f93af9c7de9791f71072d00b8460c37a 0 177 1323 1322 2014-05-29T02:04:13Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[How to buy the BudgetLink - Ultimate Edition]] * [[How to license the BudgetLink - Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e3fb3a1d877c7a39941444e2dd0e98e262c99218 1326 1323 2014-05-29T02:12:43Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[How to buy the BudgetLink Ultimate Edition]] * [[How to license the BudgetLink Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] c8c2ca3468b9b419edeaaeb79db33f13668bb192 1333 1326 2014-05-29T06:29:28Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the ultimate edition. The following pages will assist you. * [[How to buy the BudgetLink Ultimate Edition]] * [[How to license the BudgetLink Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2aa4c748e3fc19bee0081cdfb978f2d72c0190cb 1336 1333 2014-05-29T06:32:25Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the ultimate edition. The following pages will assist you. * [[How to buy the BudgetLink Ultimate Edition]] * [[How to obtain a license of the BudgetLink Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 6dd8cfe6213647fbdac38887c92076277b443385 1343 1336 2014-05-29T06:41:47Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the ultimate edition. The following pages will assist you. * [[How to buy the BudgetLink Ultimate Edition]] * [[How to obtain a license of the BudgetLink Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b8dc6005befc74b782cee2e187d582e2da2d0411 1345 1343 2014-05-29T06:45:41Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to buy the BudgetLink Ultimate Edition]] * [[How to obtain a license of the BudgetLink Free Edition]] * [[How to request a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] d9eb1d20f94d6529e6a13204542b573deed28c88 0 166 1324 1129 2014-05-29T02:08:25Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == == Undertsanding the Quick Get Data process == == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] d1a30530afd472881680d97d010dccfad047694d 1325 1324 2014-05-29T02:08:40Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == == Understanding the Quick Get Data process == == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e8d5948de6f843a7002e0648904dbb77ece1b852 1331 1325 2014-05-29T06:25:00Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == The '''Full Get Data''' process ensures that all the data is retrieved from your accounting software. Whenever you want to see the latest changes made to your MYOB, QuickBooks or Xero data file, you should perform a full get data. == Understanding the Quick Get Data process == The '''Quick Get Data''' process is a cut down version of the full get data process which only retrieves the last queried information into Excel's memory. As such, it will not update any information from your accounting software. You should use the Quick Get Data only when you know the numbers you are looking at have not changed (e.g. viewing the figures in December 2013 when you are already in April 2014 and know the figures have been audited and not changed). == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ddce78c8573a32e0280fa9665fede41513331f34 1332 1331 2014-05-29T06:26:42Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == The '''Full Get Data''' process ensures that all the data is retrieved from your accounting software. Whenever you want to see the latest changes made to your MYOB, QuickBooks or Xero data file, you should perform a full get data. == Understanding the Quick Get Data process == The '''Quick Get Data''' process is a cut down version of the full get data process which only retrieves the last queried information into Excel's memory. As such, it will not update any information from your accounting software. You should use the Quick Get Data only when you know the numbers you are looking at have not changed (e.g. viewing the figures in December 2013 when you are already in April 2014 and know the figures have been audited and not changed). Another situation where the Quick Get Data is useful is if you've already performed a Full Get Data in the morning, closed the software and now want to run another report. == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 006fe412e4630e22c37eeb3644535c748329b32b 1364 1332 2014-05-30T00:19:07Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == The '''Full Get Data''' process ensures that all the data is retrieved from your accounting software. Whenever you want to see the latest changes made to your MYOB, QuickBooks or Xero data file, you should perform a full get data. == Understanding the Quick Get Data process == The '''Quick Get Data''' process is a cut down version of the full get data process which only retrieves the last queried information into Excel's memory. As such, it will not update any information from your accounting software. You should use the Quick Get Data only when you know the numbers you are looking at have not changed (e.g. viewing the figures in December 2013 when you are already in April 2014 and know the figures have been audited and not changed). Another situation where the Quick Get Data is useful is if you've already performed a Full Get Data in the morning, closed the software and now want to run another report. == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. The get data process can also be accessed from the Menu. To perform a Get Data, follow these steps. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e4712ad041ce9b8fde98c45181c1163a0c349e73 0 335 1327 2014-05-29T06:19:06Z Nic 2 Created page with "== Overview == BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Liv..." wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.9 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] b2b81332d2de865dce12b6bb76ec3108749151d1 0 272 1328 1116 2014-05-29T06:19:41Z Nic 2 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] 30b56d27f9a757cf922e98818e68e091a3534b3a 6 336 1329 2014-05-29T06:20:39Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 337 1330 2014-05-29T06:22:25Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 338 1334 2014-05-29T06:31:49Z Nic 2 Created page with "== Overview == Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. ..." wikitext text/x-wiki == Overview == Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; Once we receive payment, we will issue our your license key. To enter the license key into the software, see [[How to enter a license key]]. == Related Topics == * Getting Started Guide [[Category:Getting Started Guide]] [[Category:How To Guides]] 6ec4f26ab1f79929c1907c83af90ae6f4eeda13f 1335 1334 2014-05-29T06:32:00Z Nic 2 wikitext text/x-wiki == Overview == Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; Once we receive payment, we will issue our your license key. To enter the license key into the software, see [[How to enter a license key]]. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 34407bb802c80c63efbf264ac67ea8e879c336fd 1337 1335 2014-05-29T06:33:28Z Nic 2 wikitext text/x-wiki == Overview == Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; # Return to BudgetLink and click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive payment and your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a license key]]. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] bb32036ca73511bcd8ed5146b2af6ed28886bce4 1338 1337 2014-05-29T06:33:51Z Nic 2 wikitext text/x-wiki == Overview == Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; # Return to BudgetLink and click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive payment and your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 9473ef2b1bf78a0a908f17b83fa86a5d94f0631f 1342 1338 2014-05-29T06:40:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; # Return to BudgetLink and click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive payment and your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 18f218ae58f0eef65199a7f3e8c2f6737838017e 1360 1342 2014-05-30T00:05:17Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; # Return to BudgetLink and click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive payment and your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e26ea825d087db593077ea2bef80e35c5486ec70 0 339 1339 2014-05-29T06:37:58Z Nic 2 Created page with "== Overview == Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition..." wikitext text/x-wiki == Overview == Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users to request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b5774cf3c9e99a7989ed1e61d26803f7c41bd639 1341 1339 2014-05-29T06:40:16Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users to request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 66554fa612f479ac585a3ea4b89757fc2103854a 1359 1341 2014-05-30T00:05:02Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users to request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[Getting Started Guide]] * [[How to request a License Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 18ffa267bf96aa9489cf529bf1d6a1743bd51df6 1361 1359 2014-05-30T00:05:30Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users to request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 6f739ecd9c957c16620241078f1171dbc57e562b 1366 1361 2014-05-30T01:00:27Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 92eedf790118921832edc02a800ba3bbda18166d 1367 1366 2014-05-30T01:04:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Free Edition and are happy with it's feature set, you will need to obtain a license key. While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. This information allows us to keep you aware of any new features, updates and upgrades available. To obtain your BudgetLink Free Edition license key, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive your serial number details, we will issue our your license key. To enter the license key into the software, see [[How to enter a License Key]]. If you are happy with the software, we would love it if you make others aware of how great it is. This word-of-mouth is the only way we can ensure that the Free Edition remains free. == Related Topics == * [[How to request a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 546f47e9518b53fcfb80807d1c585bd172148cdd 6 340 1340 2014-05-29T06:39:39Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 1344 1318 2014-05-29T06:45:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ b3db516f499e29056277affcfd98f0d28a095d40 1350 1344 2014-05-29T23:31:40Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ ee9b2271ab6498daf5c4f6d76cb1a3280bcfe975 1351 1350 2014-05-29T23:32:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.42.2.104]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 211f61bdd467a838b29e71138439af6bb56f8adb 0 37 1346 343 2014-05-29T06:48:32Z Jeff 1 /* How to Customise Reports */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select a Tab at the top of the screen ie '''Filters'''; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == To be determined. 803cb466b58627f47091e06215ae122d5b395fd2 0 45 1347 1021 2014-05-29T23:11:27Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel2.png|300px|thumb|right|Menu]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data <br clear=all /> == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customising Reports|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] * [[Renaming Reports]] 3e5120d59bdbbe71d84d9e2f3c706035858d1984 1348 1347 2014-05-29T23:11:39Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel2.png|300px|thumb|right|Menu]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customising Reports|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] * [[Renaming Reports]] 6f4efa9f5878e7c0dd2b434f79b2bed804796dfb 1349 1348 2014-05-29T23:12:36Z Nic 2 wikitext text/x-wiki == Overview == [[File:MenuLevel2.png|300px|thumb|right|Menu]] BudgetLink provides an enhanced menu that allows users to navigate. The menu contains two styles of hyperlinks. At the first level, the hyperlinks allow you to select the report pack to run. A report pack is essentially a group of report that are similar in nature. At the second level, the hyperlinks allow you to choose the report you need to run. == How to display a report == To select a report, follow these instructions. # From the menu, click on the name of the report pack you wish to open; # Once the report pack is opened, click on the name of the report to display; # The report will refresh to display data == How to return to the menu from a report == Each report has a little blue back arrow in the upper left corner. Simply click this arrow to return to the menu. == How to automatically hide reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed. To do so, see [[How to automatically hide reports as you navigate through the Menu]]. == How to automatically close reports as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to automatically close reports as you navigate through the Menu]]. == How to leave reports open as you navigate through the Menu == By default, as you navigate through the reports and workbooks, Excel will open them as new workbooks and display them in the Windows Taskbar. You can change this behaviour so that only the current report is displayed and all other reports get closed. To do so, see [[How to leave reports open as you navigate through the Menu]]. == How does the Menu work == When BudgetLink starts the Menu.xls Workbook opens and activates the Worksheet call Menu. The Menu Worksheet has a Menu Table. The Menu Table displays a list of Workbooks saved in the saved in the [[BudgetLink System Folder]]. Each Workbook in the System Folder is a Report Pack or Input Pack. Upon clicking a Menu item, the selected Workbook opens and activates the Menu Worksheet in that Workbook. The Menu Table in that Menu Worksheet displays a list of Worksheets in that Workbook as a sub menu under the Report Pack. Upon clicking a Sub Menu item the selected Worksheet is activated. The Worksheet can also be selected by clicking on the Worksheet tabs in Excel == Notes == None. == Related Links == * [[How to customise the Menu]] * [[Customising Reports|How to change what data displays in a Report]] * [[Editing the layout of reports|How to change the what columns display in a Report]] * [[Renaming Reports]] a2affe57d4a878d311ef90e5eec20f6b71c6ba20 0 88 1352 1073 2014-05-29T23:32:26Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. 0d871fba0cede0127b29a15ae114cad4bfa1366b 8 82 1353 1319 2014-05-29T23:37:49Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/budgetlink/|BudgetLink Information ** http://accountingaddons.com.au/budgetlink/download/|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support/|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES ff27ed2132d8c5dd43b7a48ce4f0cdaff040020a 1354 1353 2014-05-29T23:49:22Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/budgetlink|BudgetLink Information ** http://accountingaddons.com.au/budgetlink/download|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES e7aa7ea632144163af3a2bdb3c310bc26e30e2ce 1355 1354 2014-05-29T23:50:17Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au//budgetlink|BudgetLink Information ** http://accountingaddons.com.au//budgetlink//download|Download BudgetLink ** http://accountingaddons.com.au//services//consulting-and-support|Get Support ** http://accountingaddons.com.au|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES fbb185ba3296d114deeb8b90e9b64ec57aec8668 1356 1355 2014-05-29T23:50:41Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au//budgetlink//|BudgetLink Information ** http://accountingaddons.com.au//budgetlink//download//|Download BudgetLink ** http://accountingaddons.com.au//services//consulting-and-support//|Get Support ** http://accountingaddons.com.au//|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 2756dbad6cdf3966b388997fc91dd21eb4397f53 1357 1356 2014-05-29T23:51:09Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/budgetlink|BudgetLink Information ** http://accountingaddons.com.au/budgetlink/download|Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support|Get Support ** http://accountingaddons.com.au/|Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES d82b1d387907e29d7295250342946f8b2901cc0d 1358 1357 2014-05-29T23:51:31Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/budgetlink |BudgetLink Information ** http://accountingaddons.com.au/budgetlink/download |Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support |Get Support ** http://accountingaddons.com.au |Visit Accounting Addons * BudgetLink Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES fc72d6d332a9b8c918d57f53cae45b6ce0f505c7 1365 1358 2014-05-30T00:58:47Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** http://accountingaddons.com.au/budgetlink |BudgetLink Information ** http://accountingaddons.com.au/budgetlink/download |Download BudgetLink ** http://accountingaddons.com.au/services/consulting-and-support |Get Support ** http://accountingaddons.com.au |Visit Accounting Addons * Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 9df6184dbcb3fa6d91c6067d27e9683549a4a962 0 84 1362 982 2014-05-30T00:13:39Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu, all of the reports within that section will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Publish]] * [[Customising Reports]] * [[How To Guides]] * [[Troubleshooting]] 0b3abcd7b7454f7363078acd4ef89d18b6056290 1363 1362 2014-05-30T00:14:00Z Nic 2 wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jops Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu, all of the reports within that section will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Publish]] * [[Customising Reports]] [[Category:Getting Started Guide]] [[Category:How To Guides]] dfcbd953423cfa8320e2e799f9612cb05e916a66 0 69 1368 839 2014-05-30T03:26:27Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] 977e9999170292b157d2cbf186e010023c3c892a 1369 1368 2014-05-30T03:26:55Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] [[Category:Troubleshooting]] edb3821ca958780ec018741196db86bdde43a29e 0 70 1370 1055 2014-05-30T03:28:39Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] cb6c2cbccc8c324941f04c6957a6a6e96cd299c6 14 341 1371 2014-05-30T04:13:09Z Nic 2 Created page with "The following topics are part of the Troubleshooting category." wikitext text/x-wiki The following topics are part of the Troubleshooting category. 9a18567425d949db58699983c140adad683d20de 0 79 1372 1065 2014-05-30T04:16:16Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it requires the 32-bit version of those products to be installed. The main reason for this is that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you try to run BudgetLink on a 64-bit version, you will receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you will need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. <br clear=all /> == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 3c8e4195fdbc00118542f1df18a43765bf2b0042 0 76 1373 351 2014-05-30T04:19:09Z Nic 2 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 69da835b88b733c8f1367c3da2f460f74df5f94e 0 105 1374 342 2014-05-30T04:26:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', click '''Enable Content'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 2b11bfababe5f00d56bfec1dfd793addcabdab4d 0 239 1375 936 2014-05-30T04:31:51Z Nic 2 wikitext text/x-wiki == Overview == [[File:ExcelProtectedViewWarning.png|300px|thumb|right|BudgetLink started in protected view]] When starting BudgetLink, it may be possible that Microsoft Excel starts in '''Protected View'''. This can occur depending on where BudgetLink was installed and how your machine is configured. Protected View can be identified by a yellow bar appearing in Excel as seen on the image on this page. When BudgetLink is started in protected view, the code will not run until authorised. To do so, simply click on the '''Enable Editing''' button in the yellow bar. === Notes === If the '''Enable Editing''' button is not available, we recommend you refer to Microsoft Knowledge base [http://office.microsoft.com/en-au/excel-help/what-is-protected-view-HA010355931.aspx Protected View in Microsoft Excel]. <br clear=all /> == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] ef55d60d00ac624bae2b1ca0bdd952df5fe83a80 0 73 1376 1019 2014-05-30T04:33:36Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] On some machines, some components of BudgetLink get disabled by Microsoft Excel. This is typically caused by some third-party addins interfering with the proper execution of BudgetLink. In general, this causes compile errors when BudgetLink starts. To resolve these compile errors, you must re-enable the addins. We recommend you first [[Adding a Trusted Location in Microsoft Excel|add a trusted location in Microsoft Excel]] before re-enabling any addins. == How to re-enable disabled items in Microsoft Excel 2010 or 2013 == [[File:DisabledItemsExcel2013.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2013]] To re-enable disabled items in Microsoft Excel 2010 or 2013, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the menu; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == How to re-enable disabled items in Microsoft Excel 2007 == [[File:DisabledItemsExcel2007.png|300px|thumb|right|Disabled Items screen in Microsoft Excel 2007]] To re-enable disabled items in Microsoft Excel 2007, please follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Addins''' entry in the list on the Excel Options dialogue; # Using the '''Manage''' dropdown, choose '''Disabled Items'''; # Click on the '''Go...''' button; # For each addin beginning with '''AddonsLink...''', select it and click '''Enable'''; # Click on the '''Close''' button of the Disabled Items dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; You should now be in a position to start BudgetLink. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 5ee80c54ad94e7e6e27908903f24e5d56756d573 0 223 1377 865 2014-05-30T04:33:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink performs the get data process primarily using a temporary folder located at '''C:\Temp\BudgetLink\'''. The purpose of this folder is to ensure the best performance when reading your data file. While the contents of this folder should be created during each get data process, some users experience problems when BudgetLink is installed on a terminal server. In such situation, the first user who runs the get data process will create the folder. Subsequent users will simply replace files within the folder. However, the get data process may fail if all users do not have Full Control over the folder. == How to grant permissions to the temporary folder == [[File:TempFolderProperties.png|300px|thumb|Right|BudgetLink Properties Dialogue]] [[File:TempFolderAdvancedSecuritySettings.png|300px|thumb|Right|Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderAddUsers.png|300px|thumb|Right|Edit Advanced Security Settings for BudgetLink Dialogue]] [[File:TempFolderFindUsers.png|300px|thumb|Right|Select User or Group Dialogue]] To grant the correct permissions for all users, follow these steps. # Using '''Windows Explorer''', navigate to '''C:\Temp\'''; # Right-click on the '''BudgetLink''' folder and choose '''Properties'''; # Select the '''Security''' tab and click on the '''Advanced''' button; # Click '''Change Permissions''' on the '''Advanced Security Settings for BudgetLink''' dialogue; # Click the '''Add...''' button, enter the word '''Users''', click on '''Check Names''', then click on OK; # Click '''Full Control''' under the '''Allow''' column; # Ensure the ''Apply these permissions to objects...''' checkbox at the bottom of the dialogue is unticked; # Click '''OK''' # Tick the '''Replace all child object permissions with inheritable permissions from this object''' checkbox then click '''OK'''. # Click '''Yes''' in the '''Windows Security''' confirmation dialogue; # Close all dialogues. Once these steps are complete, you can use BudgetLink and attempt to perform a [[Get Data|Full Get Data]]. == Related Links == * [[Troubleshooting Get Data Problems]] * [[Troubleshooting folder permissions]] [[Category:Troubleshooting]] 6be91482dc885cbf30b1280c9b9d059894a437cb 0 95 1378 1066 2014-05-30T04:34:01Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink System Folder|BudgetLink’s System folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. <br clear=all /> == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 2be6ff45b936a3aa5912f58c0faa94176e4c48e3 0 94 1379 1095 2014-05-30T04:35:44Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 17c6a16ed5cd2d8ed234dc574431ba7dcdcbfd91 1383 1379 2014-05-30T04:47:23Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file, many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 5327a22390c2a278c072e0d621642f9e527f1f2e 1405 1383 2014-06-17T02:16:57Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.9 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 95188af17359b6fb795b6a822b23b0abc380675f 0 241 1380 1047 2014-05-30T04:42:59Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.9 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 5d2df06875bd3255d379624080463e92d98e1927 0 132 1381 1046 2014-05-30T04:45:03Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. === Notes === * You must install the correct ODBC driver that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. * It may help to reinstall / repair the installation of the MYOB ODBC driver if you cannot get it to work correctly. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); [[Category:Troubleshooting]] f2c6c2a27baa6223ed20231c483b77ced329c811 1410 1381 2014-06-18T05:23:57Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); [[Category:Troubleshooting]] 43d3dc9cd5b4e5000915f690beae2e026076cf6c 1412 1410 2014-06-18T05:25:57Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 70178fc442b32afce0f87132dca951fa80a2fb29 1413 1412 2014-06-18T05:26:46Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Tesitng the MYOB ODBC driver using the TestConnection tool from MYOB]]. [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] aca9a95332f9cac987d18f5d46e901c69c54d62d 1414 1413 2014-06-18T05:27:17Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] cce8dc79c07defee0eba9f0bad7ec1be62a013ef 1416 1414 2014-06-18T05:28:53Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d3bc95158226bc29d2790583366f32aaaec58473 1418 1416 2014-06-18T05:30:00Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Installing the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Testing the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 625f701bfc76e944676bfbdf35de1125b4d0589f 1419 1418 2014-06-18T05:30:29Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Test the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 9c6c979b6ae150c0abdbc82b2a76019d816b3cda 0 179 1382 1067 2014-05-30T04:45:40Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight 19.9 or lower data file. == Re-installing the MYOB ODBC Driver == To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] f1691c3620f9740d3575959887287fd781e498df 0 216 1384 919 2014-05-30T04:47:45Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] cb32a4d48d810066ad3c344f9ae183a6ff0931f7 0 235 1385 923 2014-05-30T04:48:02Z Nic 2 wikitext text/x-wiki == Overview == Inserting subtotals is slow in Excel 2013. This is due to internal changes in the Excel 2013 platform and does not affect users of Excel 2007 or Excel 2010. We are currently investigating what can be done on our end to increase the time it takes to add subtotals to reports. We will release a fix when available. == Solutions == In the mean time, we recommend the following work-arounds: * Turn off subtotals unless absolutely necessary. * Change the account level instead if you need to produce totals (e.g. run your report at Account Level 2 or 3) * Use Excel 2007 or 2010 if available. == Related Topics == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] 2e72a539488a6766e65d5ad3f3eaf212b5370e2a 0 111 1386 1126 2014-05-30T05:48:04Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # Go to [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] c993ca0020bfdda5faf6ba8668c737d3962c21ca 0 93 1387 1127 2014-05-30T05:51:30Z Nic 2 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Prior to installing BudgetLink, you will need to download it. To do so, refer to the [[Downloading BudgetLink]] article. Once downloaded, follow these steps to install v. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 4213908e1092c9500d8cbad44142ce204a841987 0 86 1388 1128 2014-05-30T06:00:36Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 238e5bcaa7a468a10ae674bb3542239fcb8f3af6 1389 1388 2014-05-30T06:00:49Z Nic 2 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, you may need to browse to the installation folder if you do not have a shortcut on your desktop. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 5841b4cf342864d3e629cb317c042ab0f6d456a3 0 338 1390 1360 2014-05-30T06:08:44Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Buy''' button; # From your web browser, fill in your details and purchase the software via paypal; # Return to BudgetLink and click on the '''Request License Key''' button and send us an email with the serial number details of your installation. Once we receive payment and your serial number details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b48f6bbbf61d995b15b7e59d0a3f9bfa332eaf86 0 1 1391 1351 2014-06-04T02:16:24Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.42.4.106]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3a185ffa1cb1e6211841fcd3297ac2633266cae2 0 342 1392 2014-06-04T02:17:12Z Nic 2 Created page with "BudgetLink v3.42.2.106 was released on 04/06/2014. The main enhancements were related to upgrade == Enhancements == '''Reports''' * Updated job report pack so that the job f..." wikitext text/x-wiki BudgetLink v3.42.2.106 was released on 04/06/2014. The main enhancements were related to upgrade == Enhancements == '''Reports''' * Updated job report pack so that the job filter does not feed into it. Moved the Job filter into Job Options and renamed Job Header. '''Upgrade''' * Enhanced to turn off features not used for very old versions. == Related Topics == * [[BudgetLink version archive]] a38d1a767ab10a4d3525d20d107fc966627448e5 0 204 1393 1101 2014-06-04T02:17:33Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c592c09ba2969bf817ddb89da90e7b82b961878a 0 118 1394 1044 2014-06-04T03:46:07Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2014 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] fe694f3f1438ee7e34307cbe170752965d3abb2d 0 164 1395 758 2014-06-17T01:52:01Z Nic 2 wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with the data file hosted LOCALLY == If your data file is hosted on your local machine, it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with the data file hosted on a SERVER == If your data file is hosted on your local machine, it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running on the server to which you are trying to connect. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with the data file hosted in the CLOUD == it typically means that either the MYOB AccountRight Live API has not been installed, or it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Related Topics == * [[Troubleshooting Get Data Problems]] 42f90c79e20f26fc582101ed64a21d7f9a8570e3 1396 1395 2014-06-17T02:08:36Z Nic 2 wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with the data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with the data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with the data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] de2dda6ecdd09ad691f26c2cae0acf17a32e0ce7 1400 1396 2014-06-17T02:13:47Z Nic 2 wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] 39fc128a72b259a7ce0745b11751a6f8745ae02b 1406 1400 2014-06-17T03:53:29Z Nic 2 wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] c6f2fb381a99a8c681240797e51f031113ff03e8 0 343 1397 2014-06-17T02:12:05Z Nic 2 Created page with "== Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing their data file or performing a Get Data. To resolve these issues, fo..." wikitext text/x-wiki == Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the my.myob.com website; # Log in with the account with which you want to connect; Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] 6170046656fa8d1962b88d5a1bfde796aedb44e5 1398 1397 2014-06-17T02:12:52Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the my.myob.com website; # Log in with the account with which you want to connect. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] c24e71b9e362b53210b9857eb06911663a7b7777 1401 1398 2014-06-17T02:14:10Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the my.myob.com website; # Log in with the account with which you want to connect. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] d50b000a5ad0b6f08ee7e493107fff699764d21a 1403 1401 2014-06-17T02:15:09Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the [https://my.myob.com my.myob.com] website; # Log in with the account with which you want to connect. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] f2830f93a23837a9e922f118ba09f058d48dea0e 1407 1403 2014-06-17T03:53:37Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when not logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the [https://my.myob.com my.myob.com] website; # Log in with the account with which you want to connect. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] [[Category:Troubleshooting]] dece62238563edb209712b6c8c17f87c0dc258b2 0 344 1399 2014-06-17T02:13:07Z Nic 2 Created page with "== Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing their data file or performing a Get Data. To resolve these issues, follow..." wikitext text/x-wiki == Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the my.myob.com website; # Log in with the account with which you want to connect; # Log out of the my.myob.com website. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] dae97a6fc99f33c8133d67704979f94f2a04a67c 1402 1399 2014-06-17T02:14:16Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the my.myob.com website; # Log in with the account with which you want to connect; # Log out of the my.myob.com website. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] b5e86e6b08402fbbdc59fc80bc0a54470b9848ab 1404 1402 2014-06-17T02:15:20Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the [https://my.myob.com my.myob.com] website; # Log in with the account with which you want to connect; # Log out of the [https://my.myob.com my.myob.com] website. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] 6a6dbd8d0ed07577490a2b557535ec044d486624 1408 1404 2014-06-17T03:53:41Z Nic 2 wikitext text/x-wiki == Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; # Navigate to the [https://my.myob.com my.myob.com] website; # Log in with the account with which you want to connect; # Log out of the [https://my.myob.com my.myob.com] website. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] [[Category:Troubleshooting]] 895107692eca9eac11c3b27549a08b803b2400c4 0 117 1409 1041 2014-06-17T23:13:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] f210fe0d2872c24e0f38142e4654e858b1eae29e 0 345 1411 2014-06-18T05:25:28Z Nic 2 Created page with "== Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it..." wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] 8a0874a9a4b9f52e4c1b30c182e139db93ef7b89 1420 1411 2014-06-18T05:36:00Z Nic 2 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] 212fbab68e59687895b50b09d9ba66b724ac375f 0 346 1415 2014-06-18T05:27:57Z Nic 2 Created page with "== Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to tes..." wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 7993d1d7e6b0497e2b281dff2b9ab70980f661fc 1421 1415 2014-06-18T05:36:01Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 5f85b8467917c355d9fbbcec3b602e610e4f1a41 0 347 1417 2014-06-18T05:29:48Z Nic 2 Created page with "== Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running t..." wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 205dc983b58360153e2b569a99b1f458a891930c 1422 1417 2014-06-18T05:36:03Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This applies to MYOB AccountRight 19.9 or lower but does not apply to MYOB AccountRight Live 2014 or lower. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] cc57fe2f356a2fa7e415b25e12c148244a7fddc1 0 190 1423 1132 2014-06-23T04:30:43Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 3a8c17dddd2c0083029ed148f07ec79062bcc771 0 94 1424 1405 2014-06-23T22:13:01Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] c3299c87a93afe044957b3c54abfd08fdd4b22a7 0 119 1425 483 2014-06-23T22:13:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19.10 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight 19.10/ == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] == Related Topics == ed19f7cf42c18ba68faa8f0a894ee1c9cce46ee7 1430 1425 2014-06-23T22:15:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19.10 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight 19.10. == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] == Related Topics == 74deeb85ef125035c32524ffe8b6f972d50b948f 1438 1430 2014-06-23T22:18:40Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19.10 or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight 19.10. == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] == Related Topics == 5d29295e87b11afcab262c30bdf728e131969aaa 0 131 1426 951 2014-06-23T22:14:28Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB AccountRight 19.10 or lower]] data file. The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. While this driver is usually installed by MYOB at the same time as MYOB is installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] * [[MYOB and MYOB ODBC Driver version compatibility]] c56613f01b82bb7fdf4e09e2c270731df55d2f07 0 179 1427 1382 2014-06-23T22:14:38Z Nic 2 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight 19.10 or lower data file. == Re-installing the MYOB ODBC Driver == To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 1182f6242811b1fe1f6f91084b60120a90a62c86 0 345 1428 1420 2014-06-23T22:14:44Z Nic 2 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] 72d905911bcdd530edfa5153aa24ab0ff72a2d04 0 241 1429 1380 2014-06-23T22:14:55Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.10 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 98fb388845f091a96d871dd675cd59552a4e0564 0 346 1431 1421 2014-06-23T22:15:57Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 034040323b39cbfc2f194f0a6a0bf967cafba9fc 0 335 1432 1327 2014-06-23T22:16:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] 14cc54e462b86df1015e755c279e674764f1b80c 0 347 1433 1422 2014-06-23T22:16:11Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] cda28032e83541c235a56381eab55a9b8656732d 0 120 1434 989 2014-06-23T22:17:19Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.10 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 3885b9afc58f31d6594b91b0c7b49562e9775194 1435 1434 2014-06-23T22:17:46Z Nic 2 Nic moved page [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] to [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]]: New version of MYOB wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.10 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 3885b9afc58f31d6594b91b0c7b49562e9775194 0 348 1436 2014-06-23T22:17:47Z Nic 2 Nic moved page [[Connecting BudgetLink to MYOB AccountRight 19.9 or Lower]] to [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]]: New version of MYOB wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] 8d59e152b4e9f54328a107b189e5ab673f4a3ace 0 118 1437 1394 2014-06-23T22:18:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2014 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 1bba44042b3c14ee330554d38d954988ac5ac4cf 0 132 1439 1419 2014-06-23T22:18:52Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Test the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] a8b9faf0989ffff8b3406d7ac2109ccaf7bbadbb 0 196 1440 1040 2014-06-23T22:18:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 13c5c01576ed79ce996295a8dffe97d1ca8131f9 0 197 1441 755 2014-06-23T22:19:04Z Nic 2 wikitext text/x-wiki == Overview == The Sales [[Versions|version]] allows you to report on your sales data, by only looking at the sales information and nothing else. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Orders]] * [[Quotes]] 80ec521db626b6c4b81f2eedecf8c72b5e16fb8f 0 198 1442 756 2014-06-23T22:19:11Z Nic 2 wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to report on your orders data, by only looking at the sales orders and purchase orders information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming orders will be. == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 7a4088f63f0017c81f14eea257ee95c9d7b29f8c 0 199 1443 757 2014-06-23T22:19:16Z Nic 2 wikitext text/x-wiki == Overview == The Quotes [[Versions|version]] allows you to report on your quotes data, by only looking at the sales quotes and purchase quotes information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming quotes will be. == How to Guides == === How to control the timing (date) of your quotes === BudgetLink can determine the timing (date) of your quotes using the '''quote's date''' or the '''promised date'''. For more information, see [[How to control the timing of your quotes]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Orders]] 1536ec2ad4c2e1619af9a509cbc71009c6802a35 0 1 1444 1391 2014-06-23T22:56:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.42.7.109]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 8213c62441f011fc54414ec0b8d1f8d1a18af90d 1454 1444 2014-07-09T03:18:39Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.43.0.110]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d1283798bf527acd09c0061b41c81733b6fd6ffe 1458 1454 2014-07-21T00:18:01Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.44.0.111]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 215f3af30899ce2c637889f13efd1cc6bb10b5a6 0 204 1445 1393 2014-06-23T22:57:09Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ae2a724504c976a2de8a5950fb4b5a843c49d33b 1447 1445 2014-06-23T22:59:27Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 dc37f340c4241182f72e44cae26028f52ff74a41 1455 1447 2014-07-09T03:19:01Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6734b4532c114b6b42ea9c5d62f8fa38b415a6bc 1457 1455 2014-07-21T00:17:56Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.43.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f988632a41f406133e3957d50e43f9cc9617676e 0 349 1446 2014-06-23T22:58:36Z Nic 2 Created page with "BudgetLink v3.42.7.109 was released on 23/06/2014. The main enhancements were related to integrating with MYOB AccountRight Live 2014.3 and MYOB AccountRight Classic 19.10. =..." wikitext text/x-wiki BudgetLink v3.42.7.109 was released on 23/06/2014. The main enhancements were related to integrating with MYOB AccountRight Live 2014.3 and MYOB AccountRight Classic 19.10. == Enhancements == '''Get Data''' * Updated to handle MYOB AccountRight Classic 19.10. * Updated to handle MYOB AccountRight Live 2014.3 '''Startup''' * Enhanced to have Getting Started Guide be online based. * Enhanced to add AccountingAddons logo to startup page. '''Miscellaneous''' * Updated the settings workbook to ensure buttons are sized correctly. == Related Topics == * [[BudgetLink version archive]] 174880355eb99e22d251d71deb74c1d9433d7c81 0 350 1448 2014-06-23T23:00:06Z Nic 2 Created page with "BudgetLink v3.42.6.108 was released on 18/06/2014. == Enhancements == '''Reports''' * Updated the Profit and Loss report pack to fix formulas. == Related Topics == * [[Bud..." wikitext text/x-wiki BudgetLink v3.42.6.108 was released on 18/06/2014. == Enhancements == '''Reports''' * Updated the Profit and Loss report pack to fix formulas. == Related Topics == * [[BudgetLink version archive]] ac8aa3c4c17ef02c790a0fff804f772321755e5f 0 55 1449 1099 2014-06-24T00:43:29Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget]] - How to create additional budget versions (Ultimate Edition Only) [[Importing Budgets]] - How to import Budgets from existing Excel Workbooks [[Exporting Budget Data]] - How to export data ready from import into MYOB bf0fed46455f0dfa358b6d51b5deb46a2be89e67 0 351 1450 2014-06-24T00:54:17Z Jeff 1 Created page with "== Overview == Budgets can be captured at the Company level in MYOB If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text f..." wikitext text/x-wiki == Overview == Budgets can be captured at the Company level in MYOB If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text file ready for import into MYOB. == Exporting Budgets from BudgetLink == # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Export Budget Data'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Export Budget Data to MYOB''' dialogue, filter the budget data to be exported by choosing the Budget Version, Company and Financial Year and then click Export; # In the '''Export''' dialogue, choose the File Name and Path to save the Budget file as and click Export; # Once exported the '''Budget data has been exported''' message box will display. Click OK; # Open MYOB and import the budget data. Refer to MYOB help on how to import data; After importing, it is recommended that you review the imported budget data. You can do so by running a budget report in MYOB. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 1ca9d3dc817ac947eaeb2a0c1bb3e0d81bf69ef1 1451 1450 2014-06-24T00:59:46Z Jeff 1 wikitext text/x-wiki == Overview == Budgets can be captured at the Company level in MYOB If you are using BudgetLink as the source to capture your [[Budgets]] it is possible to export as a text file ready for import into MYOB. == Exporting Budget Data from BudgetLink == # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Export Budget Data'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Export Budget Data to MYOB''' dialogue, filter the budget data to be exported by choosing the Budget Version, Company and Financial Year and then click Export; # In the '''Export''' dialogue, choose the File Name and Path to save the Budget file as and click Export; # Once exported the '''Budget data has been exported''' message box will display. Click OK; == Importing the Budget Data into MYOB == # Start MYOB; # Refer to MYOB help documentation for version specific instructions on how to import the Budget data. After importing, it is recommended that you review the imported budget data. You can do so by running the Profit & Loss Multi-Period Budget report in MYOB. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] a6c39d7c5c7cdb8ac4f90367fdf65a48d3d916a0 0 163 1452 811 2014-07-01T23:51:18Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Given [[MYOB AccountRight Live]] is a new product, sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] ff7bee9eb0baa820f8b411f7c001fc2b2ad3e06b 1453 1452 2014-07-01T23:51:36Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] 3c6b26d2fa12440582cf726b6234f485a3fe30ef 0 352 1456 2014-07-09T03:21:42Z Nic 2 Created page with "BudgetLink v3.43.0.110 was released on 09/07/2014. == Enhancements == '''Account Hierarchies''' * First account hierarchy created will be called "Consolidation". '''Close''..." wikitext text/x-wiki BudgetLink v3.43.0.110 was released on 09/07/2014. == Enhancements == '''Account Hierarchies''' * First account hierarchy created will be called "Consolidation". '''Close''' * Fixed issue with closing in excel 2013 where it closed regardless when you answered no. '''Jobs''' * Fixed issue with retained earnings and jobs being disabled. In that case, the data is calculated against no job as opposed to consolidated job. '''Licensing''' * Updated wording for the free edition. '''MYOB AccountRight Live''' * Updated get data log to include cloud/server/local location for MYOX. * Enhanced browsing for data file to list the version number of the data file. == Related Topics == * [[BudgetLink version archive]] 7c637840068ac7f34028305a9ff436a541065493 0 353 1459 2014-07-21T00:18:38Z Nic 2 Created page with "BudgetLink v3.44.0.111 was released on 15/07/2014. == Enhancements == '''Fixes''' * Minor cosmetic fixes to some reports. == Related Topics == * [[BudgetLink version archi..." wikitext text/x-wiki BudgetLink v3.44.0.111 was released on 15/07/2014. == Enhancements == '''Fixes''' * Minor cosmetic fixes to some reports. == Related Topics == * [[BudgetLink version archive]] f680e0e3abb81fb888293259f24fb2e8001dbb98 1460 1459 2014-07-21T00:19:17Z Nic 2 wikitext text/x-wiki BudgetLink v3.44.0.111 was released on 15/07/2014. == Enhancements == '''Versions''' * Enhanced the sales data source to provide additional fields required for custom report. '''Fixes''' * Minor cosmetic fixes to some reports. == Related Topics == * [[BudgetLink version archive]] 6484a3ee02a17c1e83c5ac8e27fd560203167c2a 0 288 1461 1262 2014-07-21T03:41:45Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] * [[Creating a forecast version manually]] [[Category:Reports]] f3350a016ca54f160211bffc439652c2aaf58080 1462 1461 2014-07-21T03:42:28Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] * [[Creating a manual forecast version]] [[Category:Reports]] 7cb66048b7cabc85ee3913ef567e7eaf0421902f 1463 1462 2014-07-21T03:42:59Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyForecastReport.png|300px|thumb|right|Monthly Forecast Report]] The Monthly Forecast report displays 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Some columns will display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Monthly Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected [[Periods|period]]. == Related Topics == * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] * [[Creating a forecast version manually]] [[Category:Reports]] f3350a016ca54f160211bffc439652c2aaf58080 0 354 1464 2014-07-21T03:52:43Z Nic 2 Created page with "== Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a f..." wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actuals values into the historical months; * Copying budget values into the future months; == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the ''' Add Version''' button; # Enter '''Forecast''' as the version name; # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. d17b2752873aff98a151625ccaddf1b8ca50bb05 1465 1464 2014-07-21T03:55:06Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months; * Copying budget values into the future months; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the ''' Add Version''' button; # Enter '''Forecast''' as the version name; # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months == To copy actuals into the historical months of the forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the '''Modify Data''' button; == Copying budget values into future months == To copy budget values into future months of the forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the '''Modify Data''' button; 471005492f42ca24557fecbb31a85bd70a0ebc7b 1466 1465 2014-07-21T03:56:48Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months; * Copying budget values into the future months; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months == To copy actuals into the historical months of the forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the '''Modify Data''' button; == Copying budget values into future months == To copy budget values into future months of the forecast version, follow these steps. # From the main menu, click on '''20. Budget Entry''' and then '''Version Control'''; # Click on the '''Version Control''' button; # Click on the '''Modify Data''' button; 981bcb898eff1b9a933c90b56fc1fb98d2d9be59 1468 1466 2014-07-21T04:02:42Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months; * Copying budget values into the future months; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; == Copying budget values into future months == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; 1d8cfb5096af7d67cb47fd856906a022aa99216a 1469 1468 2014-07-21T04:03:12Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months of the forecast version; * Copying budget values into the future months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; == Copying budget values into future months of the forecast version == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; 8d723bc3ef7e0178f1dfa2fb3e87ba701e42ed05 1470 1469 2014-07-21T05:37:39Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months of the forecast version; * Copying budget values into the future months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. == Copying budget values into future months of the forecast version == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. == Related Topics == * [[Forecast Reports]] 249fb84d5db8338a301681e3e13c6f56b5fed1b4 1471 1470 2014-07-21T05:38:12Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months of the forecast version; * Copying budget values into the future months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. <br clear=all /> == Copying budget values into future months of the forecast version == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. <br clear=all /> == Related Topics == * [[Forecast Reports]] ff255b1b7d64b7c5ed5e52d5c3770ec565d27408 0 67 1467 178 2014-07-21T03:57:51Z Nic 2 wikitext text/x-wiki == Overview == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. == How to copy budget data from one version to another == [[File:CopyBudgetData.png|300px|thumb|right|Copying budget data from one version to another]] To copy budget data from one version to another, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''', '''Copy''' or '''Move''' the source data; # If using '''Copy''' or '''Move''' Click the '''To''' list and choose whether to '''Append''' or '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the source data and destination budget version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the destination budget version will be modified. # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; After modifying your budget data, it is recommended that you review the numbers. This can be done from the Budget Entry Screen. See [[Entering Budgets]] for more information. === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Moving Budgets]] * [[Clearing Budgets]] 7d44d42835ac250c768c7880d1fc28b865e29704 6 355 1472 2014-07-21T05:41:04Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 356 1473 2014-07-21T05:41:17Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 354 1474 1471 2014-07-21T05:42:06Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months of the forecast version; * Copying budget values into the future months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. <br clear=all /> == Copying budget values into future months of the forecast version == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. <br clear=all /> == Related Topics == * [[Forecast Reports]] 49b10bc6d917d710816abbc2eb242c0afc40bf85 1475 1474 2014-07-21T05:43:35Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying actual values into the historical months of the forecast version; * Copying budget values into the future months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. * You can also leave the '''Choose a specific category to modify''' unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you copy '''Consolidated''' into '''No Category'''. <br clear=all /> == Copying budget values into future months of the forecast version == To copy budget values into future months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific company to modify''' check box is selected and choose your company file in both the from and to dropdowns; # Ensure that the '''Choose a specific job to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Job'''; # Ensure that the '''Choose a specific category to modify''' check box is selected and choose to copy from '''Consolidated''' job into '''No Category'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also leave the '''Choose a specific job to modify''' unticked. This will process all your jobs one at a time but increases the amount of memory used. Unless you do job-based comparison, we recommend you copy '''Consolidated''' into '''No Job'''. * You can also leave the '''Choose a specific category to modify''' unticked. This will process all your categoryies one at a time but increases the amount of memory used. Unless you do category-based comparison, we recommend you copy '''Consolidated''' into '''No Category'''. <br clear=all /> == Related Topics == * [[Forecast Reports]] f149a55668145b0d30de3ca2698321e8ed8332d0 1476 1475 2014-07-21T05:48:17Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying budget values into all months of the forecast version; * Copying actual values into the historical months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying budget values into all months of the forecast version == We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is ticked and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is ticked and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is unticked; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Copying actual values into historical months of the forecast version == To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Related Topics == * [[Forecast Reports]] ef0cbff058b0451caf286aefadd790508d5b8c2a 1479 1476 2014-07-21T05:51:34Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying budget values into all months of the forecast version; * Copying actual values into the historical months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying budget values into all months of the forecast version == [[File:CopyBudgetDataIntoForecast.png|300px|thumb|right|Copying budget values into forecast version]] We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is ticked and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is ticked and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is unticked; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Copying actual values into historical months of the forecast version == [[File:CopyActualDataIntoForecast.png|300px|thumb|right|Copying actual values into forecast version]] To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Related Topics == * [[Forecast Reports]] 2e911992a7db6e355cd24a28bc3c7139b5a33b65 1482 1479 2014-07-21T05:53:53Z Nic 2 wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying budget values into all months of the forecast version; * Copying actual values into the historical months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying budget values into all months of the forecast version == [[File:CopyBudgetDataIntoForecast.png|300px|thumb|right|Copying budget values into forecast version]] We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is ticked and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is ticked and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is unticked; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Copying actual values into historical months of the forecast version == [[File:CopyActualDataIntoForecast.png|300px|thumb|right|Copying actual values into forecast version]] To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Related Topics == * [[Forecast Reports]] * [[How To Guides]] [[Category:How To Guides]] df11cc20ebf2570a25e22dbf8faec946adf38a9a 6 357 1477 2014-07-21T05:50:21Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 1480 1477 2014-07-21T05:52:22Z Nic 2 Nic moved page [[File:CopyActualIntoForecast.png]] to [[File:CopyActualDataIntoForecast.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 358 1478 2014-07-21T05:50:36Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 359 1481 2014-07-21T05:52:22Z Nic 2 Nic moved page [[File:CopyActualIntoForecast.png]] to [[File:CopyActualDataIntoForecast.png]] wikitext text/x-wiki #REDIRECT [[File:CopyActualDataIntoForecast.png]] 56e6ef2490db88dcdff1d0925455b8b2089340ec 0 65 1483 185 2014-07-21T05:54:27Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink provides the following functions. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == Related Topics == * [[Budgets]] * [Creating a forecast version manually]] 561a2f52e6000fbc3682e74a9f5ab78a5f18cd51 1484 1483 2014-07-21T05:54:44Z Nic 2 wikitext text/x-wiki == Overview == To enable further budget analysis, additional versions of a [[Budgets|budget]] can be created including Forecast, Adjusted and Revised budgets (see [[Creating a New Budget]] for more information). To assist in managing your budget numbers, BudgetLink provides the following functions. * Copy Budgets * Move Budgets * Clear Budgets == How to copy budget values from one version to another == To assist in creating these additional budget versions, data can be copied from one version into another. [[Accruals|Actual]] data can also be copied allowing you to create a budget based on the previous year’s actual data. See the [[Copying Budgets]] guide for more information. == How to move budget values from one version to another == If you've entered or imported your budgets against the wrong dimension, BudgetLink has the facility to move your numbers in bulk. See the [[Moving Budgets]] guide for more information. == How to clear budgets == If you've entered or imported the incorrect values into your budget and would rather start again, BudgetLink has the facility to clear your numbers in bulk. See [[Clearing Budgets]] for more information. == Related Topics == * [[Budgets]] * [[Creating a forecast version manually]] 2d23ea2f691c29fdf4b526ba851b41292ce2969f 0 291 1485 1263 2014-07-21T05:55:09Z Nic 2 wikitext text/x-wiki == Overview == [[File:RollingForecastReport.png|300px|thumb|right|Rolling Forecast Report]] The Rolling Forecast report displays 24 months of data across the page and [[Accounts|profit and loss accounts]] down the page. The first 6 columns will always display [[Actual]] data while others will display [[Budgets|Budget]] data. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''13. Forecast Reports'''; # Click on '''Rolling Forecast'''. == How to use this report == You can control when actual values end and when budget values begin by changing the selected '''Actuals To''' [[Periods|period]]. == Related Topics == * [[Creating a forecast version manually]] * [[Forecast Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 0766d30b0e5a6cbc44183d6bd61bf86ad738b416 0 117 1486 1409 2014-08-03T23:29:29Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] cf60d750190bebc2525504a3a71a6c2389c74f70 1490 1486 2014-08-04T23:46:35Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Error messages when connecting to MYOB AccountRigth Live == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[MYOB AccountRight Live Error Message: The data file was denied access]] * [[MYOB AccountRight Live Error Message: The data file could not be found]] * [[MYOB AccountRight Live Error Message: The data file path not specified]] * [[MYOB AccountRight Live Error Message: The data file must be upgraded]] * [[MYOB AccountRight Live Error Message: The MY.MYOB login is invalid]] * [[MYOB AccountRight Live Error Message: The server name not specified]] * [[MYOB AccountRight Live Error Message: The API is not installed on local machine or server]] * [[MYOB AccountRight Live Error Message: The API is not installed on cloud]] * [[MYOB AccountRight Live Error Message: The API limits have been reached]] * [[MYOB AccountRight Live Error Message: The API request is invalid]] * [[MYOB AccountRight Live Error Message: The application is not authorised to connect to the API]] * [[MYOB AccountRight Live Error Message: The item could not be found]] * [[MYOB AccountRight Live Error Message: The item to update or delete has been modified by another user]] * [[MYOB AccountRight Live Error Message: The API is corrupt and must be reinstalled]] == Related Topics == * [[Changing how BudgetLink connects to your data file]] 9fc2a45130e946015acfcffbc16d5b14949893ef 1491 1490 2014-08-04T23:50:59Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Error messages when connecting to MYOB AccountRigth Live == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on local machine or server]] * [[The MYOB AccountRight Live API is not installed on cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The was updated by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Changing how BudgetLink connects to your data file]] 5d7c96fbb8c55ee393d8cddfa3cd820bcb2ecd56 1506 1491 2014-08-05T00:02:49Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Error messages when connecting to MYOB AccountRigth Live == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The was updated by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Changing how BudgetLink connects to your data file]] 8f4fbfca09e05684c408ccad85876a109c49a0d4 1514 1506 2014-08-05T00:09:29Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2014 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2014 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2014 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 85c1355b22f0f32f36a3563b2d3bb83b001097c2 0 360 1487 2014-08-04T06:21:47Z Nic 2 Created page with "# REDIRECTS [[Customising Reports]]" wikitext text/x-wiki # REDIRECTS [[Customising Reports]] fa861490da370b839bdc98cde79768e498d8f6bd 1488 1487 2014-08-04T06:21:56Z Nic 2 wikitext text/x-wiki # REDIRECT [[Customising Reports]] 92cf743e3e52858fc7afcf854c4f0d6ec1f87738 1489 1488 2014-08-04T06:22:50Z Nic 2 Redirected page to [[Customising Reports]] wikitext text/x-wiki #REDIRECT [[Customising Reports]] 97552fc0f4f2b4c82efa01d718fc83b552581e48 0 361 1492 2014-08-04T23:52:49Z Nic 2 Created page with "This error typically occurs when the wrong user name and password is used to connect to the MYOB AccountRight live data file. When entering the connection details, it is impo..." wikitext text/x-wiki This error typically occurs when the wrong user name and password is used to connect to the MYOB AccountRight live data file. When entering the connection details, it is important to enter the '''data file's''' user name and password as entered within MYOB. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. d21fe0844269eb7ab2d0d3ed57d2c58a5ce18b8f 1495 1492 2014-08-04T23:55:25Z Nic 2 wikitext text/x-wiki This error typically occurs when the wrong user name and password is used to connect to the MYOB AccountRight live data file. When entering the connection details, it is important to enter the '''data file's''' user name and password as entered within MYOB. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 27ee2969083d16f8902df4ec35c47979573f7694 0 362 1493 2014-08-04T23:54:15Z Nic 2 Created page with "This error typically indicates that either the data file has been renamed or moved. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection informat..." wikitext text/x-wiki This error typically indicates that either the data file has been renamed or moved. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. cbd5400a6594252cbf2e74a5bfac325dcc1343f0 1496 1493 2014-08-04T23:55:33Z Nic 2 wikitext text/x-wiki This error typically indicates that either the data file has been renamed or moved. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] fde70cff6f3d3d7b9763adb32a9601c4f7d6922b 0 363 1494 2014-08-04T23:54:34Z Nic 2 Created page with "This error typically indicates that either the data file has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to..." wikitext text/x-wiki This error typically indicates that either the data file has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. 361f8ca66f8c10033d4ee3f87bfd3d90feb66810 1497 1494 2014-08-04T23:55:38Z Nic 2 wikitext text/x-wiki This error typically indicates that either the data file has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 797f9d4ac5480c72be45f1502970e93f22803a38 1500 1497 2014-08-04T23:57:29Z Nic 2 wikitext text/x-wiki This error typically indicates that either the data file path has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] a82cb8e8071f2717b411d9707c89b0814ad4c570 0 364 1498 2014-08-04T23:55:44Z Nic 2 Created page with "This error typically indicates that either the data file has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to..." wikitext text/x-wiki This error typically indicates that either the data file has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 797f9d4ac5480c72be45f1502970e93f22803a38 1499 1498 2014-08-04T23:57:03Z Nic 2 wikitext text/x-wiki This error typically indicates that the data file must be upgraded to the latest version in order to connect to it. [[Category:Troubleshooting]] 74a1d80255632004ba9464cdeedde8d17706949b 0 365 1501 2014-08-04T23:58:08Z Nic 2 Created page with "This error typically indicates that either the data file '''server name''' has not been entered when first setting up the connection. When connecting to a data file that sits..." wikitext text/x-wiki This error typically indicates that either the data file '''server name''' has not been entered when first setting up the connection. When connecting to a data file that sits on another machine, the '''server name''' is used to find this machine. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 079c732e42adbc424af0ab745860a913e5efc70f 0 366 1502 2014-08-04T23:59:09Z Nic 2 Created page with "This error typically indicates that either the MY.MYOB login that was used to originally setup the connect is now invalid. You will need to browse to the data file again in or..." wikitext text/x-wiki This error typically indicates that either the MY.MYOB login that was used to originally setup the connect is now invalid. You will need to browse to the data file again in order to correct this. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 59db0f50e0a1d9911af5092a31f2b256ac00b9d6 0 367 1503 2014-08-05T00:01:23Z Nic 2 Created page with "This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if ..." wikitext text/x-wiki This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if this fixes your issue. If this does not help, refer to the following articles. * [[Installing the MYOB AccountRight Live API]] * [[rting the MYOB AccountRight Live services]] [[Category:Troubleshooting]] 7544c98edd2cf897e351ca5fb2f2555b5a99cb6f 1504 1503 2014-08-05T00:01:37Z Nic 2 wikitext text/x-wiki This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if this fixes your issue. If this does not help, refer to the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] [[Category:Troubleshooting]] e59cf973c91431477a3502808b112d920948be62 1507 1504 2014-08-05T00:03:01Z Nic 2 Nic moved page [[The MYOB AccountRight Live API is not installed on local machine or server]] to [[The MYOB AccountRight Live API is not installed on the local machine or server]] without leaving a redirect wikitext text/x-wiki This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if this fixes your issue. If this does not help, refer to the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] [[Category:Troubleshooting]] e59cf973c91431477a3502808b112d920948be62 0 368 1505 2014-08-05T00:02:00Z Nic 2 Created page with "This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if ..." wikitext text/x-wiki This error typically occurs when the MYOB AccountRight Live API is not installed or is corrupt. You may try starting MYOB first prior to [[Get Data|getting data]] and see if this fixes your issue. If this does not help, refer to the following articles. * [[Uninstalling the MYOB AccountRight Live API]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] [[Category:Troubleshooting]] ec56a7f9ea7302c3a92607670ebcbce91e9fb113 0 369 1508 2014-08-05T00:04:54Z Nic 2 Created page with "This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. It may be that the MYOB servers are down, being upgraded or have been upgraded. Conta..." wikitext text/x-wiki This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. It may be that the MYOB servers are down, being upgraded or have been upgraded. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 0f89430b5a0e62054709567944298e567db43a8f 0 370 1509 2014-08-05T00:05:43Z Nic 2 Created page with "This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. It may be that your version of BudgetLink does not support your version of MYOB. Cont..." wikitext text/x-wiki This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. It may be that your version of BudgetLink does not support your version of MYOB. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] e67776eedc2af4f4085688f4e044b478f0227b3d 0 371 1510 2014-08-05T00:05:54Z Nic 2 Created page with "This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem..." wikitext text/x-wiki This error typically indicates a major issue with BudgetLink and MYOB AccountRight Live. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] fb1212dc31333c692e753332f44c05a29e625217 0 372 1511 2014-08-05T00:06:50Z Nic 2 Created page with "This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addon..." wikitext text/x-wiki This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 288ba1a83ad52f42ed3259355a2e3681a53aa265 0 373 1512 2014-08-05T00:06:53Z Nic 2 Created page with "This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addon..." wikitext text/x-wiki This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 288ba1a83ad52f42ed3259355a2e3681a53aa265 0 374 1513 2014-08-05T00:08:27Z Nic 2 Created page with "This error typically occurs when the MYOB AccountRight Live is upgraded in the cloud. MYOB currently only supports the latest three versions of the API for use in the cloud. ..." wikitext text/x-wiki This error typically occurs when the MYOB AccountRight Live is upgraded in the cloud. MYOB currently only supports the latest three versions of the API for use in the cloud. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 2ac8386f81ac4c657ebe6377da0594afabb0bb21 0 94 1515 1424 2014-08-05T00:09:48Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The was updated by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] f00337452db45fde220bdf1ca2a0790107a9a14b 0 375 1516 2014-08-05T00:11:22Z Nic 2 Redirected page to [[Access was denied to the MYOB AccountRight Live data file]] wikitext text/x-wiki #REDIRECT [[Access was denied to the MYOB AccountRight Live data file]] e4011e509d92564fb33424776e021af1663d111c 0 376 1517 2014-08-05T00:11:51Z Nic 2 Redirected page to [[The MYOB AccountRight Live data file could not be found]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live data file could not be found]] 72c1eede70d29f89a2248b21f4f930d340d24fe1 0 377 1518 2014-08-05T00:12:14Z Nic 2 Redirected page to [[The MYOB AccountRight Live data file path is not entered]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live data file path is not entered]] 34af55f997f0e8b0e20281ee912119823a0287d8 0 378 1519 2014-08-05T00:12:38Z Nic 2 Redirected page to [[The MYOB AccountRight Live data file must be upgraded]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live data file must be upgraded]] 35af1c6ac335bd29370769270b1cfa0bfa8e1564 0 379 1520 2014-08-05T00:12:56Z Nic 2 Redirected page to [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] wikitext text/x-wiki #REDIRECT [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] 3988a8af5a8c96087adefafc5f53bf43b27b276a 0 380 1521 2014-08-05T00:13:18Z Nic 2 Redirected page to [[The MYOB AccountRight Live server name is not entered]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live server name is not entered]] 616c8309ed8d3fa4bacbd4023a5ad588c62e97f6 0 381 1522 2014-08-05T00:13:40Z Nic 2 Redirected page to [[The MYOB AccountRight Live API is not installed on the local machine or server]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API is not installed on the local machine or server]] 0108fba99cadd5827922667b9b4912de8224e832 0 382 1523 2014-08-05T00:14:02Z Nic 2 Redirected page to [[The MYOB AccountRight Live API is not installed on the cloud]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API is not installed on the cloud]] 739e5fc41c113b9835e8bc6d7ef3b7cff5ed3aa7 0 383 1524 2014-08-05T00:15:22Z Nic 2 Redirected page to [[The MYOB AccountRight Live API request is invalid]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API request is invalid]] 92f310a3db2c83715370faf9cc7b2327fb10f503 0 384 1525 2014-08-05T00:15:45Z Nic 2 Redirected page to [[The application is not authorised to connect to the MYOB AccountRight Live API]] wikitext text/x-wiki #REDIRECT [[The application is not authorised to connect to the MYOB AccountRight Live API]] 8ec07e71310c4f5bc7dd8aa42227068e6ab21cd7 1527 1525 2014-08-05T00:16:29Z Nic 2 Redirected page to [[The MYOB AccountRight Live API limits have been reached]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API limits have been reached]] 84f584f8665fa1145ac2c340f1639de1c3f3c0df 0 385 1526 2014-08-05T00:16:12Z Nic 2 Redirected page to [[The application is not authorised to connect to the MYOB AccountRight Live API]] wikitext text/x-wiki #REDIRECT [[The application is not authorised to connect to the MYOB AccountRight Live API]] 8ec07e71310c4f5bc7dd8aa42227068e6ab21cd7 0 386 1528 2014-08-05T00:16:49Z Nic 2 Redirected page to [[The item could not be found within the MYOB AccountRight Live data file]] wikitext text/x-wiki #REDIRECT [[The item could not be found within the MYOB AccountRight Live data file]] b8a8aa9250b9d9d9b25003f4fe9e08c3dba8a460 0 387 1529 2014-08-05T00:17:09Z Nic 2 Created page with "#REIDRECT [[The was updated by another user within the MYOB AccountRight Live data file]]" wikitext text/x-wiki #REIDRECT [[The was updated by another user within the MYOB AccountRight Live data file]] dff74f3fa3bfc3e98e8a06126925299df8dfb51d 1530 1529 2014-08-05T00:17:24Z Nic 2 Redirected page to [[The was updated by another user within the MYOB AccountRight Live data file]] wikitext text/x-wiki #REDIRECT [[The was updated by another user within the MYOB AccountRight Live data file]] a2fbde488f772ead1ceb81b437855da72817733a 1535 1530 2014-08-05T00:19:01Z Nic 2 Redirected page to [[The item was updated by another user within the MYOB AccountRight Live data file]] wikitext text/x-wiki #REDIRECT [[The item was updated by another user within the MYOB AccountRight Live data file]] b10a65431ef38a51aada577b9c63d57326f49336 0 388 1531 2014-08-05T00:17:41Z Nic 2 Redirected page to [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] 13e748842baf370ec114a7d12ff9a65ea2331adb 1537 1531 2014-08-05T00:20:09Z Nic 2 Redirected page to [[The item was removed by another user within the MYOB AccountRight Live data file]] wikitext text/x-wiki #REDIRECT [[The item was removed by another user within the MYOB AccountRight Live data file]] 3f5b9e750ab4b36f8c32447c2da9a4768f22eeaf 0 94 1532 1515 2014-08-05T00:18:25Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 864997b6d8caac4802bb8f2e313bb6255f7a778e 1549 1532 2014-08-07T05:13:06Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0ea512fb1db7f95445498568e06a83b712a47819 1552 1549 2014-08-07T06:22:30Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 24b8e8492d0f06444597b5c6bbdf44f1b9efda6f 0 373 1533 1512 2014-08-05T00:18:54Z Nic 2 Nic moved page [[The was updated by another user within the MYOB AccountRight Live data file]] to [[The item was updated by another user within the MYOB AccountRight Live data file]] wikitext text/x-wiki This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 288ba1a83ad52f42ed3259355a2e3681a53aa265 0 390 1536 2014-08-05T00:19:35Z Nic 2 Created page with "This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addon..." wikitext text/x-wiki This error should not occur for BudgetLink as it relates to other actions that our other products may do. Contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] if the problem persists. [[Category:Troubleshooting]] 288ba1a83ad52f42ed3259355a2e3681a53aa265 0 391 1538 2014-08-05T00:20:25Z Nic 2 Redirected page to [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] 13e748842baf370ec114a7d12ff9a65ea2331adb 0 204 1539 1457 2014-08-05T22:59:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.45.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b98ce7a9f82c3750e6485c2fd724eace87c60624 1545 1539 2014-08-05T23:03:12Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 2a691e865509804f8061fc9e318af55d49de5824 1572 1545 2014-08-13T00:31:55Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e6b6601bbaa7bd8f533281cdb1b9ba434b68f656 0 353 1540 1460 2014-08-05T22:59:48Z Nic 2 Nic moved page [[BudgetLink v3.43.0.111]] to [[BudgetLink v3.44.0.111]] without leaving a redirect wikitext text/x-wiki BudgetLink v3.44.0.111 was released on 15/07/2014. == Enhancements == '''Versions''' * Enhanced the sales data source to provide additional fields required for custom report. '''Fixes''' * Minor cosmetic fixes to some reports. == Related Topics == * [[BudgetLink version archive]] 6484a3ee02a17c1e83c5ac8e27fd560203167c2a 0 392 1541 2014-08-05T23:02:00Z Nic 2 Created page with "BudgetLink v3.45.0.113 was released on 5/08/2014. The main enhancement were to make it work in both 32-bit and 64-bit versions of Excel. == Enhancements == '''Architecture''..." wikitext text/x-wiki BudgetLink v3.45.0.113 was released on 5/08/2014. The main enhancement were to make it work in both 32-bit and 64-bit versions of Excel. == Enhancements == '''Architecture''' Made 64-bit compliant. '''MYOB AccountRight Live''' New error message when identifying that the user used the my.myob username to connect to the data file. ''MYOB AccountRight Classic''' Added MYOHK0901 ODBC driver for Hong Kong. '''Customise Reports''' Added instructions to customise dialogue. Added help button to customise dialogue. == Related Topics == * [[BudgetLink version archive]] da67d2ed533c3c8b335db79c6d4cd1686064f1bd 1542 1541 2014-08-05T23:02:21Z Nic 2 wikitext text/x-wiki BudgetLink v3.45.0.113 was released on 5/08/2014. The main enhancement were to make it work in both 32-bit and 64-bit versions of Excel. == Enhancements == '''Architecture''' * Made 64-bit compliant. '''MYOB AccountRight Live''' * New error message when identifying that the user used the my.myob username to connect to the data file. '''MYOB AccountRight Classic''' * Added MYOHK0901 ODBC driver for Hong Kong. '''Customise Reports''' * Added instructions to customise dialogue. * Added help button to customise dialogue. == Related Topics == * [[BudgetLink version archive]] d392fedcdf0af2c5f63c8f5a19684685a91596d4 1546 1542 2014-08-05T23:03:21Z Nic 2 Nic moved page [[BudgetLink v3.45.0.113]] to [[BudgetLink v3.46.0.113]] without leaving a redirect wikitext text/x-wiki BudgetLink v3.45.0.113 was released on 5/08/2014. The main enhancement were to make it work in both 32-bit and 64-bit versions of Excel. == Enhancements == '''Architecture''' * Made 64-bit compliant. '''MYOB AccountRight Live''' * New error message when identifying that the user used the my.myob username to connect to the data file. '''MYOB AccountRight Classic''' * Added MYOHK0901 ODBC driver for Hong Kong. '''Customise Reports''' * Added instructions to customise dialogue. * Added help button to customise dialogue. == Related Topics == * [[BudgetLink version archive]] d392fedcdf0af2c5f63c8f5a19684685a91596d4 1547 1546 2014-08-05T23:05:05Z Nic 2 wikitext text/x-wiki BudgetLink v3.46.0.113 was released on 5/08/2014. The main enhancement were to make it work in both 32-bit and 64-bit versions of Excel. == Enhancements == '''Architecture''' * Made 64-bit compliant. '''MYOB AccountRight Live''' * New error message when identifying that the user used the my.myob username to connect to the data file. '''MYOB AccountRight Classic''' * Added MYOHK0901 ODBC driver for Hong Kong. '''Customise Reports''' * Added instructions to customise dialogue. * Added help button to customise dialogue. == Related Topics == * [[BudgetLink version archive]] d2ea647b4ca99f843e8b03b009ab48c29da15077 0 1 1543 1458 2014-08-05T23:02:47Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.45.0.113]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2c9294e7bb3b2653870e8765026434e540ccb7ef 1544 1543 2014-08-05T23:03:03Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.46.0.113]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ f5dfb47d7ba8faeb7de8b647702c12a64a05f05a 1571 1544 2014-08-13T00:31:38Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.47.0.114]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ ac718c666ce24e0f78a5fee4f25ec30a1287c987 0 79 1548 1372 2014-08-06T01:02:35Z Nic 2 wikitext text/x-wiki == IMPORTANT NOTE== '''THIS ARTICLE ONLY APPLIES TO EXCELREPORTLINK OLDER THAN V3.46.0.113''' == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it used to require the 32-bit version of those products to be installed. The main reason for this was that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you tried to run BudgetLink on a 64-bit version, you would receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you may need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. <br clear=all /> == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] e1079bbe54a04165747288df079bee996376f09f 0 393 1550 2014-08-07T06:20:22Z Nic 2 Created page with "== Overview == If BudgetLink fails to connect to your MYOB data file, it may be that you need to have your MYOB data file open in order for it to get data. This applies only..." wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that you need to have your MYOB data file open in order for it to get data. This applies only to those who have the MYOB data file on their local machine and does not apply to everyone. To resolve, simply follow these steps. # Start MYOB and open your data file; # Then start BudgetLink and run the '''Full Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 2954c2f4e6ac160ac40e23e158e83eac9e732a43 1554 1550 2014-08-07T06:24:04Z Nic 2 Nic moved page [[Starting the MYOB AccountRight Live software]] to [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that you need to have your MYOB data file open in order for it to get data. This applies only to those who have the MYOB data file on their local machine and does not apply to everyone. To resolve, simply follow these steps. # Start MYOB and open your data file; # Then start BudgetLink and run the '''Full Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 2954c2f4e6ac160ac40e23e158e83eac9e732a43 0 162 1551 1094 2014-08-07T06:22:21Z Nic 2 Nic moved page [[Installing the MYOB AccountRight Live API]] to [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] without leaving a redirect wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] 6978ee57ad9ab709b4437f68c00d5df39d29d885 1553 1551 2014-08-07T06:23:18Z Nic 2 Nic moved page [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] to [[Installing the MYOB AccountRight Live API]] without leaving a redirect wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] 6978ee57ad9ab709b4437f68c00d5df39d29d885 0 395 1556 2014-08-11T01:25:10Z Nic 2 Created page with "== Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are ..." wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition''' == How to change the numbers of financial years available in BudgetLink == # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. == Related Topics == * [[Financial Years]] [[Category:Troubleshooting]] ff33fb10e02e98d825c843948152c8c130d58db8 1557 1556 2014-08-11T01:25:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''. == How to change the numbers of financial years available in BudgetLink == # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. == Related Topics == * [[Financial Years]] [[Category:Troubleshooting]] 5d6d4e78248eb3e6b802b0e0de61644c67ea2e7b 1559 1557 2014-08-11T01:27:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] [[Category:Troubleshooting]] 560b35715fa77d7b760750ff3b9ce81163a9ed72 1562 1559 2014-08-11T01:29:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] [[Category:Troubleshooting]] [[Category:How To]] 0d6d2a79599570150b06e023d1f4169c91658277 1564 1562 2014-08-11T01:30:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of financial years but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] [[Category:How To]] c4f66064bfce28e718cdb030af3814a7bf874cab 1565 1564 2014-08-11T01:31:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of [[Financial Years|financial years]] but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is capped at 3 financial years and these steps do not apply. You will need to upgrade to BudgetLink Ultimate Edition'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] b84e9a0b570e50448180d7ca9355665c5f2efda7 1566 1565 2014-08-11T01:34:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report against any number of [[Financial Years|financial years]] but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. To change the number of financial years you can report on, follow these steps. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to upgrade to BudgetLink Ultimate Edition to report on more years.'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 7ac8ca6fc90587b0a05348826af8ba54c92ff56e 1567 1566 2014-08-11T01:35:48Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to upgrade to BudgetLink Ultimate Edition to report on more years.'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] dc910a438f7707f36d30ec4104f95088b2ff6334 1568 1567 2014-08-11T01:37:17Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to upgrade to BudgetLink Ultimate Edition to be able to configure this setting.'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] bc86b8fe1a838b11c7a7278849f2392f1ed424ae 1569 1568 2014-08-11T01:47:09Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.'''. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] de126262cd8beeb24006ebdd5f364159cbb713ba 1570 1569 2014-08-11T01:48:00Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 357bd45bf59f35290323e1928e4bdc07c553b82f 6 396 1558 2014-08-11T01:26:45Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 1560 1140 2014-08-11T01:28:46Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] === Accounts === * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] 174d0318ff0ca62b3fb752c318c042ea6f3eaa46 1561 1560 2014-08-11T01:29:17Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] 30a66758595d76764e31c5b6dfd501fa0255e3b4 14 397 1563 2014-08-11T01:30:25Z Nic 2 Created page with "This page lists all topics belonging to the How To Guides." wikitext text/x-wiki This page lists all topics belonging to the How To Guides. 510c70779c5f8457630b1fbd6bc5df0adf12ae84 0 398 1573 2014-08-13T00:33:24Z Nic 2 Created page with "BudgetLink v3.47.0.114 was released on 13/08/2014. == Enhancements == '''Accruals''' * Added Accruals by Categories for MYOB AccountRight Live. '''Licensing''' * Fixed iss..." wikitext text/x-wiki BudgetLink v3.47.0.114 was released on 13/08/2014. == Enhancements == '''Accruals''' * Added Accruals by Categories for MYOB AccountRight Live. '''Licensing''' * Fixed issue with upgrade and licensing. Upgrade should not count as license. '''Menu''' * Added request support button to menu. == Related Topics == * [[BudgetLink version archive]] 66c3c452c369088729609ae755ce6899199a07c8 1574 1573 2014-08-13T00:33:33Z Nic 2 wikitext text/x-wiki BudgetLink v3.47.0.114 was released on 13/08/2014. == Enhancements == '''Accruals''' * Added Accruals by Categories for MYOB AccountRight Live. '''Licensing''' * Fixed issue with upgrade and licensing. Upgrade should not count as license. '''Menu''' * Added request support button to menu. == Related Topics == * [[BudgetLink version archive]] 01930060c8c3ad39ec66c95355359c9d5d9f26cd 0 399 1575 2014-08-13T00:40:51Z Nic 2 Created page with "BudgetLink provides multiple types of Accruals [[Version|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Version|version]] is available ..." wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Version|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Version|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Version|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Version|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Version|version]]. bb9f9543d13464e17db3d4fa52ccd9e8e3ce3566 1576 1575 2014-08-13T00:41:34Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Version|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Version|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Version|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Version|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Version|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] c4545c5865c5ef477f42543f29e73a4bb4097dae 1577 1576 2014-08-13T00:42:05Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] ecb894018b64ba7afa15f86de898c00bd21c9094 1578 1577 2014-08-13T00:42:42Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. This version is only available in the BudgetLink Ultimate Edition. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] df8ac237d1316dcff7f11066ef68fc4fd30ebec7 1579 1578 2014-08-13T00:43:27Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. This version is only available in the BudgetLink Ultimate Edition. To enable this version, see [[How to enable the Accruals (Categories) version]]. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] efefbbe02a7cee2cd5e04aaf647bc90a475fdf92 1586 1579 2014-08-13T00:53:16Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' To enable this version, see [[How to enable the Accruals (Categories) version]]. === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] 25bd81f48ebea62bfd2870056076b9ee06eb7bf9 1587 1586 2014-08-13T00:54:50Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. To enable this version, see [[How to enable the Accruals (Categories) version]]. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] 6bb6c367e118f3ee66201fadef6eeccfa543c4b0 0 271 1580 1561 2014-08-13T00:44:22Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] 89c9224da18dc478f2c4c7070a5714f187e81cd3 1615 1580 2014-09-26T00:29:04Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] d0a02e516eb66455bd6d5f8cb6eb42c7a96570a0 1618 1615 2014-09-26T06:55:01Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] 9f053e91419a79d8cdb0eeec5cb7270f187cf3f1 0 400 1581 2014-08-13T00:48:10Z Nic 2 Created page with "== Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. This version is only available in BudgetLink U..." wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. This version is only available in BudgetLink Ultimate Edition. == How to enable the Accruals (Categories) version == To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administartion'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals (Category) version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] e16cc0784840d835b89242c6556cbabe7f2ae562 1583 1581 2014-08-13T00:51:21Z Nic 2 wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. This version is only available in BudgetLink Ultimate Edition. == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administartion'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals (Category) version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] c2d18aa4839ec12e54212e93bab6d2cad675d20b 1584 1583 2014-08-13T00:51:47Z Nic 2 wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. This version is only available in BudgetLink Ultimate Edition. == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administartion'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] b13f267f84b5eadbd71f7a88d12110daf7d920ba 1585 1584 2014-08-13T00:52:51Z Nic 2 wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administartion'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 7454c9b10aa34dfc245c0c5540a8892be6967a8d 6 401 1582 2014-08-13T00:50:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 1588 1571 2014-09-01T01:05:16Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.48.0.115]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ bb6d09fd17cf475663a0d206b2758ba8a12fad77 1592 1588 2014-09-09T05:39:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.49.0.116]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9e95325eb89fd9d4b780f05510870416ef2415c3 1624 1592 2014-09-30T02:04:00Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.50.0.117]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7f0bb837efe028ae96ea5af420f40bf3e99ec4c2 0 204 1589 1572 2014-09-01T01:05:40Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8bd432c1183907492500585f3821b518e99cb368 1593 1589 2014-09-09T05:39:36Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 fb039170f67592ba38d9cc5cc5ad3ec51004661a 1623 1593 2014-09-30T02:03:48Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 4bdc5dfb68ca2400d3221e4425c600364c151440 0 402 1590 2014-09-01T01:07:16Z Nic 2 Created page with "BudgetLink v3.48.0.115 was released on 01/09/2014. == Enhancements == '''Budget Entry''' * Enhanced to display messages when selecting header jobs or multiple jobs in budge..." wikitext text/x-wiki BudgetLink v3.48.0.115 was released on 01/09/2014. == Enhancements == '''Budget Entry''' * Enhanced to display messages when selecting header jobs or multiple jobs in budget entry screen. '''MYOB AccountEdge (MAC)''' * Enhanced to calculate balance sheet by job correctly for MYOB MAC. '''Options''' * Added additional validation messages when turning on Advanced Accruals and Balance Sheet by Job. '''Settings''' * Added warning message when changing the data file type that budgets may be lost. '''Algorithms''' * Enhanced autoexpand and subtotals algorithm to not show progress bar unless required. == Related Topics == * [[BudgetLink version archive]] dabe72f18c8c403e68fd223cc0140de341c83267 1591 1590 2014-09-01T01:07:27Z Nic 2 wikitext text/x-wiki BudgetLink v3.48.0.115 was released on 01/09/2014. == Enhancements == '''Budget Entry''' * Enhanced to display messages when selecting header jobs or multiple jobs in budget entry screen. '''MYOB AccountEdge (MAC)''' * Enhanced to calculate balance sheet by job correctly for MYOB MAC. '''Options''' * Added additional validation messages when turning on Advanced Accruals and Balance Sheet by Job. '''Settings''' * Added warning message when changing the data file type that budgets may be lost. '''Algorithms''' * Enhanced autoexpand and subtotals algorithm to not show progress bar unless required. == Related Topics == * [[BudgetLink version archive]] 44eed1260f857dd5f963039a9c324a6285ba0986 0 403 1594 2014-09-09T05:41:08Z Nic 2 Created page with "BudgetLink v3.49.0.116 was released on 09/09/2014. == Enhancements == '''Budget Import''' * Fixed issue when importing budgets to list the correct items that match the jobs..." wikitext text/x-wiki BudgetLink v3.49.0.116 was released on 09/09/2014. == Enhancements == '''Budget Import''' * Fixed issue when importing budgets to list the correct items that match the jobs of the company that is selected. '''Drop Box''' * Enhanced to work in a dropbox folder. '''Licensing''' * Enhanced licensing to not require a transfer key during the trial period. * Enhanced licensing to handle subscription and purchased keys in parallel to each other nicely. '''Version Control''' * Fixed issue when multiple budgets are flagged as "manual" opening balance. == Related Topics == * [[BudgetLink version archive]] f0d416b852069b87feffd60395f7b8eb6e003b82 0 120 1595 1435 2014-09-12T01:34:16Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.10 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 813a829d9c399d5bc4b5ca17111871e969654d42 1596 1595 2014-09-12T01:35:02Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 19.10 or prior''' as the '''Data File Type'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 3885b9afc58f31d6594b91b0c7b49562e9775194 0 110 1597 747 2014-09-12T01:35:09Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == 8ec77145f239115a99cf0b960e42e820700669aa 0 404 1598 2014-09-19T00:22:11Z Nic 2 Created page with "#REDIRECT [Importing Budgets]" wikitext text/x-wiki #REDIRECT [Importing Budgets] 7b733f06ea5af3acb780235efcd7547743117cd6 1599 1598 2014-09-19T00:22:26Z Nic 2 wikitext text/x-wiki #REDIRECTS [Importing Budgets] 5d1014e5d528ce915b896088c5e9e755acedf1ca 1600 1599 2014-09-19T00:23:16Z Nic 2 Redirected page to [[Importing Budgets]] wikitext text/x-wiki #REDIRECT [[Importing Budgets]] 9cc3ee6017764052f1727aee0beac771764d14ad 0 405 1601 2014-09-19T00:24:00Z Nic 2 Redirected page to [[Importing Budgets]] wikitext text/x-wiki #REDIRECT [[Importing Budgets]] 9cc3ee6017764052f1727aee0beac771764d14ad 0 406 1602 2014-09-19T00:24:51Z Nic 2 Redirected page to [[Importing Budgets]] wikitext text/x-wiki #REDIRECT [[Importing Budgets]] 9cc3ee6017764052f1727aee0beac771764d14ad 0 57 1603 995 2014-09-19T00:36:06Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. == Importing Budgets from a Budget Template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] e816515be6095dfb75271b8482b500359e83d8ba 0 106 1604 348 2014-09-19T00:36:48Z Nic 2 wikitext text/x-wiki == Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets|Importing Budgets from a Budget Template]] for more information. To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data. == How to create a budget template == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Template]] To create a budget template, follow these steps. # From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry'''; # Click the '''Customise''' button and select the ''budget version''' and the ''financial year'''; # Click '''OK''' to refresh the Budget Entry screen; # Click the '''Create Template''' button; # To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK'''; # Select the categories or jobs if prompted and click '''OK'''; # Once the templates have been created, click '''OK'''; You can then save or email the template to your managers to fill in and [[Importing Budgets|import]] them into BudgetLink once they are returned to you. === Notes === * When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs. * Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only. == Relates Topics == None. 8bc7610bf6441a2276f0acbb27f22b4a939cc99b 0 251 1605 998 2014-09-19T00:37:11Z Nic 2 wikitext text/x-wiki == Overview == When importing budgets from a '''Budget Template''' or a '''Budget Builder Template''', you have the option to use the '''Clear and Update''' action prior to importing. This option ensures that all values for the given '''Version''', '''Company''' and '''Financial Year''' will be cleared. Other versions, companies and/or financial years will be unaffected. Be aware that this will essentially remove all values in all [[Accounts]], [[Jobs]] and [[Categories]] prior to importing irrespective of what is chosen to be imported. === Notes === * This option is not available when importing budgets manually. == Related Topics == * [[Importing Budgets]] 65a65799ace0033887b834d935729f221fefd5ca 0 115 1606 854 2014-09-22T23:58:06Z Jeff 1 /* Notes */ wikitext text/x-wiki === Notes === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If installing multiple [[BudgetLink Intances]], then we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number] -[Instance Name ie Company]'. The Instance Name should help you identify the purpose of the different instance. * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override the existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 00cba127d71570674cb9284ceb257550c8fb2b32 1607 1606 2014-09-22T23:58:41Z Jeff 1 /* Notes */ wikitext text/x-wiki === Notes === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If installing [[Multiple BudgetLink Intances]], then we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number] -[Instance Name ie Company]'. The Instance Name should help you identify the purpose of the different instance. * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override the existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 78d16fb792ca72f4831918a5aa83fe118d90991f 0 407 1608 2014-09-23T00:03:09Z Jeff 1 Created page with " If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of Bud..." wikitext text/x-wiki If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to the different data file The benefits are that the Get data speed is faster as less data is being pulled. A separate instance is effectively a copy of the BudgetLink folder and files configured differently Your BudgetLink license grants you unlimited BudgetLink instances on the one computer 15daf0d85f938659868ca7ca4de171cdd54a902b 1609 1608 2014-09-23T00:04:31Z Jeff 1 wikitext text/x-wiki If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to the different data file The benefits are that the Get data speed is faster as less data is being pulled. A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. Your BudgetLink license grants you unlimited BudgetLink instances on the one computer 441cef8d0a91e8042f33582ab24982d7fad0fda4 1610 1609 2014-09-23T00:05:02Z Jeff 1 wikitext text/x-wiki If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file The benefits are that the Get data speed is faster as less data is being pulled. A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. Your BudgetLink license grants you unlimited BudgetLink instances on the one computer 41c2600e3d496839148ec78aea24a542e0ceb970 1611 1610 2014-09-23T00:07:17Z Jeff 1 wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * The benefits are that the Get data speed is faster as less data is being pulled. * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer === Related === [[Installing BudgetLink]] e93721e9b48b4889c126c0135839b473b1bbb755 1612 1611 2014-09-23T00:07:31Z Jeff 1 /* Related */ wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * The benefits are that the Get data speed is faster as less data is being pulled. * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer === Related === [[Installing BudgetLink]] 194b43512e08dcafe596be771dfdc49a3111b5e9 1613 1612 2014-09-23T00:08:21Z Jeff 1 wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * The benefits are that the Get data speed is faster as less data is being pulled. * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] 298113ba77cdcf3461e569f2cd5a6016fb836524 1614 1613 2014-09-23T00:08:40Z Jeff 1 wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * The benefits are that the Get data speed is faster as less data is being pulled. * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] 080ff4d97e77654f05cd995bf1ca8812aeebc970 0 408 1616 2014-09-26T00:37:04Z Jeff 1 Created page with "== Overview == Upon creating multiple data file connections, BudgetLink will automatically attempt to consolidate them. If you don't want BudgetLink to consolidate data file..." wikitext text/x-wiki == Overview == Upon creating multiple data file connections, BudgetLink will automatically attempt to consolidate them. If you don't want BudgetLink to consolidate data files then follow the steps below # From the BudgetLink Menu click '''30. Settings'''; # Click '''Options and Administration'''; # Click the '''Company''' option on the left-hand side; # Tick the '''Disable Consolidated Company''' option. <br clear=all /> == Related Topics == * [[How-To Guides]] 056215d857761bc8b36779a9c329123d07be38f1 1617 1616 2014-09-26T00:37:28Z Jeff 1 wikitext text/x-wiki == Overview == Upon creating multiple data file connections, BudgetLink will automatically attempt to consolidate them. If you don't want BudgetLink to consolidate data files then follow the steps below # From the BudgetLink Menu click '''30. Settings'''; # Click '''Options and Administration'''; # Click the '''Company''' option on the left-hand side; # Tick the '''Disable Consolidated Company''' option. <br clear=all /> d05f2075af005c4abbd606fc391a6e93f06241d2 0 409 1619 2014-09-26T07:00:14Z Jeff 1 Created page with " Cash based data pulls transactions from detailed tables in MYOB and will increase the Get Data time. To limit the impact on the Get data process Cash data base been disabled..." wikitext text/x-wiki Cash based data pulls transactions from detailed tables in MYOB and will increase the Get Data time. To limit the impact on the Get data process Cash data base been disabled by default To enable Cash Data see [[Actuals - Cash]] cca080c33750344d784c7702d3cbd9ccd13ac4ee 1620 1619 2014-09-26T07:00:48Z Jeff 1 wikitext text/x-wiki === Overview === Cash based data pulls transactions from detailed tables in MYOB and will increase the Get Data time. To limit the impact on the Get data process Cash data base been disabled by default To enable Cash Data see [[Actuals - Cash]] 8e09a559372c3caf5895a48ebdb4ad405c2934b5 1621 1620 2014-09-26T07:01:28Z Jeff 1 wikitext text/x-wiki === Overview === *Cash based data pulls transactions from detailed tables in MYOB and will increase the Get Data time. *To limit the impact on the Get data process Cash data base been disabled by default. *To enable Cash Data see [[Actuals - Cash]] 765d34ae21b4d9c2d415ef5b7ff22dee4a83a394 1622 1621 2014-09-26T07:02:00Z Jeff 1 /* Overview */ wikitext text/x-wiki === Overview === *Cash based data pulls transactions from detailed tables in MYOB and will increase the Get Data time. *To limit the impact on the Get data process Cash data has been disabled by default. *To enable Cash Data see [[Actuals - Cash]] e96971d045acca66b4a951567ef11980bfb65061 0 410 1625 2014-09-30T02:08:09Z Nic 2 Created page with "BudgetLink v3.50.0.117 was released on 30/09/2014. == Enhancements == '''Budget Import''' * Enhance budget import to warn when multiple columns and rows get selected. * Enh..." wikitext text/x-wiki BudgetLink v3.50.0.117 was released on 30/09/2014. == Enhancements == '''Budget Import''' * Enhance budget import to warn when multiple columns and rows get selected. * Enhanced budget import dialogue to have help button. '''Get Data''' * Enhanced get data validation to detect duplicate (case insensitive). * Enhanced get data validation to detect commas in job number. * Enhance get data process to retain last known data file type and repair budgets and account hierarchies. '''Manage Data Files''' * Enhanced manage data files dialogue to prompt to disable account hierarchies when removing all but one data file. * Updated captions for MYOX data file to be 2014.4 or prior. * Added file extension to MYOB Classic and MYOB Live data file type dropdowns. * Added warning message when trying to connect MYOX data file using MYOB classic connection. ''Minor Enhancements'' * Added validation message when using enabling/disabling data using double click. * Options dialogue now has running count of periods to allocate. '''Startup''' * Enhanced to prompt to add a trusted location on startup. == Related Topics == * [[BudgetLink version archive]] 970a18de5cf66972f2f50da8abe13c17445b3e35 0 271 1626 1618 2014-10-01T06:56:12Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] f32cffc8413c6c8a4cb941e0f18ecb67cdd0cd40 0 272 1627 1328 2014-10-03T02:38:33Z Jeff 1 /* Advanced Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Security]] 993e93f14a9fc88ba2132f4da6544e6f3cb8ad4e 0 216 1628 1384 2014-10-09T03:27:36Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Display Issues == If you experience display issues when using reports, consult the following guides. * [[Rows and columns are not displaying correctly in Excel]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 572d5e0775d2c6e2cbfff79b797aa2bede7f71f7 1629 1628 2014-10-09T03:27:56Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Display Issues == If you experience display issues when using reports, consult the following guides. * [[Rows and columns are not displaying correctly in Excel]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0078357f3df0fa3570d381702f1ed7c285f94209 6 411 1630 2014-10-09T04:05:04Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 412 1631 2014-10-09T04:05:53Z Nic 2 Created page with "[[File:ReportWithMissingRows.png|300px|thumb|right|Report with missing rows]] On some versions of Excel 2007, 2010 and 2013, users can experience display issues where entire ..." wikitext text/x-wiki [[File:ReportWithMissingRows.png|300px|thumb|right|Report with missing rows]] On some versions of Excel 2007, 2010 and 2013, users can experience display issues where entire rows or columns are not displaying correctly or at all. This typically occurs on older reports. To correct this issue, you will need to follow these steps. # Close BudgetLink; # Navigate to the '''BudgetLink System Folder''' on your machine; # Open the report in excel; # Via the ribbon, click on the File button and then Save As; # Choose to save the file as a '''Excel Macro-Enabled Workbook (*.xlsm)'''; # Click the '''Save''' button; # Reopen '''BudgetLink'''. <br clear=all /> == Related Topics == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] 5ec24511a1f91db6bb67aab6f1b1b31828496d73 1632 1631 2014-10-09T04:06:38Z Nic 2 wikitext text/x-wiki [[File:ReportWithMissingRows.png|300px|thumb|right|Report with missing rows]] On some versions of Excel 2007, 2010 and 2013, users can experience display issues where entire rows or columns are not displaying correctly or at all. This typically occurs on older reports. To correct this issue, you will need to follow these steps. # Close BudgetLink; # Navigate to the '''BudgetLink System Folder''' on your machine; # Open the report in excel; # Via the ribbon, click on the '''File''' or '''Office''' button and then '''Save As'''; # Choose to save the file as a '''Excel Macro-Enabled Workbook (*.xlsm)'''; # Click the '''Save''' button; # Reopen '''BudgetLink'''. <br clear=all /> == Related Topics == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] ff5b695ebbb9d826cb43f9cb930318db79105e7a 1633 1632 2014-10-09T04:07:00Z Nic 2 wikitext text/x-wiki [[File:ReportWithMissingRows.png|300px|thumb|right|Report with missing rows]] On some versions of Excel 2007, 2010 and 2013, users can experience display issues where entire rows or columns are not displaying correctly or at all. This typically occurs on older reports. To correct this issue, you will need to follow these steps. # Close BudgetLink; # Navigate to the '''BudgetLink System Folder''' on your machine; # Open the report in Excel; # Via the ribbon, click on the '''File''' or '''Office''' button and then '''Save As'''; # Choose to save the file as a '''Excel Macro-Enabled Workbook (*.xlsm)'''; # Click the '''Save''' button; # Reopen '''BudgetLink'''. <br clear=all /> == Related Topics == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] 1e80d7a880816bf45464dea8eacc75ad385adf96 0 413 1634 2014-10-13T05:44:32Z Nic 2 Redirected page to [[Editing the layout of reports]] wikitext text/x-wiki #REDIRECT [[Editing the layout of reports]] 6113878db25a651ae011d8c52565cfb56bf6d0cd 0 414 1635 2014-10-13T21:45:09Z Nic 2 Created page with "#CREATE [[Monthly Profit and Loss Report]]" wikitext text/x-wiki #CREATE [[Monthly Profit and Loss Report]] 50cc7c7a6476864ba8fa5b85ed60fd8959cc5dbd 1636 1635 2014-10-13T21:45:21Z Nic 2 Redirected page to [[Monthly Profit and Loss Report]] wikitext text/x-wiki #REDIRECT [[Monthly Profit and Loss Report]] bb28a66bf4c1a74cacbfb87b9391ab39774e2b3a 0 415 1637 2014-10-13T21:48:37Z Nic 2 Redirected page to [[Monthly Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Monthly Balance Sheet Report]] aabd3f70cbe7a01c5fbce34ac309082958336deb 0 416 1638 2014-10-13T21:56:32Z Nic 2 Redirected page to [[Budget Analysis Report]] wikitext text/x-wiki #REDIRECT [[Budget Analysis Report]] dacd74cd515e7a6f30fec74365da86bfc618fad6 0 417 1639 2014-10-13T21:56:54Z Nic 2 Redirected page to [[Profit and Loss Statement]] wikitext text/x-wiki #REDIRECT [[Profit and Loss Statement]] a850cdfdb70c614150a3bd125a60dbbe130e2c95 0 418 1640 2014-10-13T21:57:31Z Nic 2 Redirected page to [[Budget Variance by Month Report]] wikitext text/x-wiki #REDIRECT [[Budget Variance by Month Report]] 9721a32132fc5cdaacf6204cfeb7b9c9149b2746 0 419 1641 2014-10-13T22:01:41Z Nic 2 Redirected page to [[Monthly Forecast Report]] wikitext text/x-wiki #REDIRECT [[Monthly Forecast Report]] 94dbfa9a685f71fe9bb2103d3638a159fd05088e 0 420 1642 2014-10-13T22:02:02Z Nic 2 Redirected page to [[Rolling Forecast Report]] wikitext text/x-wiki #REDIRECT [[Rolling Forecast Report]] 4e93377b1acb975b87346dbd8c14cd7e439ee1e6 0 421 1643 2014-10-13T22:09:58Z Nic 2 Redirected page to [[Cash Income Statement]] wikitext text/x-wiki #REDIRECT [[Cash Income Statement]] 6b03f41bb6f5b2fc6c57774a5b250b0d28ccfb7d 0 422 1644 2014-10-13T22:10:25Z Nic 2 Redirected page to [[Cash Balance Sheet Statement]] wikitext text/x-wiki #REDIRECT [[Cash Balance Sheet Statement]] d16601b78972f9a74f84b5a21f2dacfcbe49d644 1645 1644 2014-10-13T22:10:47Z Nic 2 Redirected page to [[Cash Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Cash Balance Sheet Report]] 5f06d2f8ce013d51dba564548759d3a6618b94ef 0 423 1646 2014-10-13T22:21:52Z Nic 2 Redirected page to [[Job Summary Report]] wikitext text/x-wiki #REDIRECT [[Job Summary Report]] 1b7a84e3fbbfaf36858e07f4081b4f2cf811813e 0 424 1647 2014-10-13T22:22:14Z Nic 2 Redirected page to [[Job Summary with Totals Report]] wikitext text/x-wiki #REDIRECT [[Job Summary with Totals Report]] 9d0618d70758935189dfa831138b1626c1874ffd 0 425 1648 2014-10-13T22:22:45Z Nic 2 Redirected page to [[Profit and Loss by Job Report]] wikitext text/x-wiki #REDIRECT [[Profit and Loss by Job Report]] eaf6a3a51862397c7c14c3f5c8b5c9963b651542 0 426 1649 2014-10-13T22:31:38Z Nic 2 Redirected page to [[Profit and Loss Forecast Chart]] wikitext text/x-wiki #REDIRECT [[Profit and Loss Forecast Chart]] 8b399cafc84c2d914cb28f98a0ed86449fbb317a 0 427 1650 2014-10-13T22:31:58Z Nic 2 Redirected page to [[Balance Sheet Forecast Chart]] wikitext text/x-wiki #REDIRECT [[Balance Sheet Forecast Chart]] fe6a0344416ad4924a60fb5d0feb5076483b3d2d 0 428 1651 2014-10-13T22:32:17Z Nic 2 Redirected page to [[Net Profit Chart]] wikitext text/x-wiki #REDIRECT [[Net Profit Chart]] 360de4506490e62b62eacd9a7f546b8bb7d1ffc0 0 429 1652 2014-10-13T22:32:40Z Nic 2 Redirected page to [[Trend Analysis Chart]] wikitext text/x-wiki #REDIRECT [[Trend Analysis Chart]] d02e1843def295cf7a641629524c9b24a8d5a0ca 0 430 1653 2014-10-13T22:40:39Z Nic 2 Redirected page to [[Balance Sheet Statement]] wikitext text/x-wiki #REDIRECT [[Balance Sheet Statement]] 4f3a654b3cddb4c79bec8e77506b4d6303c61e24 0 431 1654 2014-10-13T22:40:59Z Nic 2 Redirected page to [[Balance Sheet Analysis Report]] wikitext text/x-wiki #REDIRECT [[Balance Sheet Analysis Report]] 70b23d7ec1ad731b2b70bca5bda64af267a8f987 0 432 1655 2014-10-13T22:41:20Z Nic 2 Redirected page to [[Balance Sheet Variance Report]] wikitext text/x-wiki #REDIRECT [[Balance Sheet Variance Report]] a221b677f7644313f9acbc356f56e9b989c016ed 0 433 1656 2014-10-13T22:46:21Z Nic 2 Redirected page to [[Yearly Profit And Loss Report]] wikitext text/x-wiki #REDIRECT [[Yearly Profit And Loss Report]] 663268d04426fa08d7753b3131c5a44e4c66939d 1657 1656 2014-10-13T22:46:34Z Nic 2 Redirected page to [[Yearly Profit and Loss Report]] wikitext text/x-wiki #REDIRECT [[Yearly Profit and Loss Report]] 5a281374d9327d322151155d0211b647fb4f3b61 0 434 1658 2014-10-13T22:46:53Z Nic 2 Redirected page to [[Yearly Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Yearly Balance Sheet Report]] d8bde333d10144381e53abd757b58291a6baefbb 0 435 1659 2014-10-13T22:54:15Z Nic 2 Redirected page to [[Budget Entry]] wikitext text/x-wiki #REDIRECT [[Budget Entry]] e00263cd0c18f9dfcaaad1a738990fe8349c49bd 1660 1659 2014-10-13T22:54:48Z Nic 2 Redirected page to [[Entering Budgets]] wikitext text/x-wiki #REDIRECT [[Entering Budgets]] 13361be8aa317c64e2cfff09cdd4de9643cd0891 0 436 1661 2014-10-13T22:55:11Z Nic 2 Redirected page to [[Entering Budgets]] wikitext text/x-wiki #REDIRECT [[Entering Budgets]] 13361be8aa317c64e2cfff09cdd4de9643cd0891 0 437 1662 2014-10-13T22:59:52Z Nic 2 Redirected page to [[Multi Company Accrual Income Statement]] wikitext text/x-wiki #REDIRECT [[Multi Company Accrual Income Statement]] d8af565d348599d0c4c716cbc4ab791ef5d2f229 0 438 1663 2014-10-13T23:00:19Z Nic 2 Redirected page to [[Multi Company Accrual Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Multi Company Accrual Balance Sheet Report]] 69d946ef37624d63d09f7102b30559909aa5e9b7 0 439 1664 2014-10-13T23:04:49Z Nic 2 Redirected page to [[Multi Company Cash Income Statement]] wikitext text/x-wiki #REDIRECT [[Multi Company Cash Income Statement]] d89d788ac1740d34757b1956139b5f4cf9bcd0eb 0 440 1665 2014-10-13T23:05:12Z Nic 2 Redirected page to [[Multi Company Cash Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Multi Company Cash Balance Sheet Report]] af1265900f37ab652d679170c591c49f024f57d2 6 441 1666 2014-10-13T23:07:18Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 273 1667 1278 2014-10-13T23:12:57Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] 2e4864971418a9e2fd0eb973e6cbbc979686e433 0 442 1668 2014-10-13T23:13:58Z Nic 2 Created page with "== Overview == The Project Analysis reports pack contains the following reports: * [[Project Analysis Report]] == Related Topics == * [[Reports]] [[Category:Reports]]" wikitext text/x-wiki == Overview == The Project Analysis reports pack contains the following reports: * [[Project Analysis Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 9c57be8f7548d59e276f101e5d85842835f48fbc 0 213 1669 1257 2014-10-13T23:16:06Z Nic 2 wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] b34ddea86f020ed8d5e5c7dd956200eca3c31c7e 1672 1669 2014-10-13T23:17:14Z Nic 2 Undo revision 1669 by [[Special:Contributions/Nic|Nic]] ([[User talk:Nic|talk]]) wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Monthly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] a8c342333773ea29ae78dbbd565196e95466600a 0 443 1670 2014-10-13T23:16:28Z Nic 2 Redirected page to [[Project Analysis Report]] wikitext text/x-wiki #REDIRECT [[Project Analysis Report]] 355b2f237eaefc75ee9b4be35c231b5d5535b062 0 444 1671 2014-10-13T23:16:53Z Nic 2 Created page with "== Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays various financial metric..." wikitext text/x-wiki == Overview == [[File:MonthlyProfitAndLossReport.png|300px|thumb|right|Monthly Profit and Loss Report]] The Monthly Profit and Loss report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] b34ddea86f020ed8d5e5c7dd956200eca3c31c7e 1673 1671 2014-10-13T23:18:07Z Nic 2 wikitext text/x-wiki == Overview == [[File:Project Analysis Report.png|300px|thumb|right|Project Analysis Report]] The Project Analysis report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 392bee5d66dc562f6e9312528cccd0821169d1c7 1674 1673 2014-10-13T23:21:47Z Nic 2 wikitext text/x-wiki == Overview == [[File:Project Analysis Report.png|300px|thumb|right|Project Analysis Report]] The Project Analysis report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == How to use this report == This report allows you to see '''Quoted Amounts''', '''Orders''', '''Actuals''' and '''Budgets''' which in turns allow you to see how a specific job is tracking. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ebb7fddcd0b645b11f7ec15d7dabb971a4586da3 0 444 1675 1674 2014-10-13T23:22:24Z Nic 2 wikitext text/x-wiki == Overview == [[File:Project Analysis Report.png|300px|thumb|right|Project Analysis Report]] The Project Analysis report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == How to use this report == This report allows you to see [[Quotes|Quoted Amounts]], [[Orders]], [[Actuals]] and [[Budgets]] which in turns allow you to see how a specific job is tracking. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] a92e3b8f7fc417e08669c61254b7112ee68b6559 1677 1675 2014-10-13T23:25:58Z Nic 2 wikitext text/x-wiki == Overview == [[File:ProjectAnalysisReport.png|300px|thumb|right|Project Analysis Report]] The Project Analysis report displays various financial metrics across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''28. Project Analysis'''; # Click on '''Project Analysis''' report. == How to use this report == This report allows you to see [[Quotes|Quoted Amounts]], [[Orders]], [[Actuals]] and [[Budgets]] which in turns allow you to see how a specific job is tracking. == Related Topics == * [[Project Analysis Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 23f35560f03fc27e12c8bbaa629a679a20546e33 6 445 1676 2014-10-13T23:25:36Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 273 1678 1667 2014-10-13T23:42:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] 219f2f83bde69923c3ba79dd84ef93a63cb52ae8 1687 1678 2014-10-13T23:57:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Monthly Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] ffa5af90c2b257e73f71fe7f44619ff0f09b5b00 1688 1687 2014-10-13T23:57:57Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == == Related Topics == * [[Features]] [[Category:Reports]] 219f2f83bde69923c3ba79dd84ef93a63cb52ae8 0 446 1679 2014-10-13T23:42:50Z Nic 2 Created page with "== Overview == The Weekly Reports pack contains the following reports: * [[Weekly Profit and Loss Report]] * [[Weekly Balance Sheet Report]] == Related Topics == * [[Report..." wikitext text/x-wiki == Overview == The Weekly Reports pack contains the following reports: * [[Weekly Profit and Loss Report]] * [[Weekly Balance Sheet Report]] == Related Topics == * [[Reports]] [[Category:Reports]] 6bc782235c49819e3437f9eaa98c85b92e189455 0 447 1680 2014-10-13T23:44:18Z Nic 2 Created page with "== Overview == [[File:WeeklyProfitAndLossReport.png|300px|thumb|right|Weekly Profit and Loss Report]] The Weekly Profit and Loss report displays up to 53 weeks of data acro..." wikitext text/x-wiki == Overview == [[File:WeeklyProfitAndLossReport.png|300px|thumb|right|Weekly Profit and Loss Report]] The Weekly Profit and Loss report displays up to 53 weeks of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''19. Weekly Reports'''; # Click on '''Weekly Profit and Loss Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Weekly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] e1090aecd85694a0e14f8dcee6203db187ecd57f 0 448 1681 2014-10-13T23:44:58Z Nic 2 Created page with "== Overview == [[File:BalanceSheetReport.png|300px|thumb|right|Weekly Balance Sheet Report]] The Weekly Balance Sheet report displays up to 53 weeks of data across the page..." wikitext text/x-wiki == Overview == [[File:BalanceSheetReport.png|300px|thumb|right|Weekly Balance Sheet Report]] The Weekly Balance Sheet report displays up to 53 weeks of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''19. Weekly Reports'''; # Click on '''Weekly Balance Sheet Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Weekly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ee4032046d10c421a6fe8917909c013883054380 1682 1681 2014-10-13T23:45:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:WeeklyBalanceSheetReport.png|300px|thumb|right|Weekly Balance Sheet Report]] The Weekly Balance Sheet report displays up to 53 weeks of data across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''19. Weekly Reports'''; # Click on '''Weekly Balance Sheet Report'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Weekly Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] f469d3078354bceb0d134dd39f017e3dc6e7fb33 0 449 1683 2014-10-13T23:47:33Z Nic 2 Redirected page to [[Weekly Profit and Loss Report]] wikitext text/x-wiki #REDIRECT [[Weekly Profit and Loss Report]] 256f268d7d42d1a95cd0d5779b0220a296e2deb3 0 450 1684 2014-10-13T23:47:55Z Nic 2 Redirected page to [[Weekly Balance Sheet Report]] wikitext text/x-wiki #REDIRECT [[Weekly Balance Sheet Report]] 8a3da4a47fab6e677344b7590f0c408c79ced0c1 6 451 1685 2014-10-13T23:48:33Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 452 1686 2014-10-13T23:48:51Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 330 1689 1310 2014-10-14T00:00:03Z Nic 2 wikitext text/x-wiki == Overview == The standard Cash Flow Reports pack contains the following reports: * [[Cash Income Statement]] * [[Cash Balance Sheet Report]] == Additional Reports == The following additional standard reports are also available to produce cash flow reports. * [[Multi Company Cash Income Statement]] * [[Multi Company Cash Balance Sheet Report]] * [[Monthly Cash Flow Statement]] == Related Topics == * [[Reports]] [[Category:Reports]] e6439f1e2ac179893f1d7d5c33446a572f986b1b 0 453 1690 2014-10-14T00:09:32Z Nic 2 Created page with "== Overview == [[File:MonthlyCashFlowStatement.png|300px|thumb|right|Monthly Cash Flow Statement]] The Monthly Cash Flow Statement report displays up to 12 months of data a..." wikitext text/x-wiki == Overview == [[File:MonthlyCashFlowStatement.png|300px|thumb|right|Monthly Cash Flow Statement]] The Monthly Cash Flow Statement report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Rather than display your original chart of accounts, it instead display a [[Account Hierarchies|cash flow hierarchy]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''29. Monthly Cash Flow Statement Report'''; # Click on '''Monthly Cash Flow Statement'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Cash Flow Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 995355ca7dfd09a58b3e1322c42cc2b88654d08d 6 454 1691 2014-10-14T00:10:08Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 455 1692 2014-10-14T00:10:41Z Nic 2 Redirected page to [[Monthly Cash Flow Statement]] wikitext text/x-wiki #REDIRECT [[Monthly Cash Flow Statement]] 39d29eca7cfd829d2d461e9b295d93f249a60aed 0 456 1693 2014-10-14T05:03:14Z Nic 2 Redirected page to [[Entering Budgets]] wikitext text/x-wiki #REDIRECT [[Entering Budgets]] 13361be8aa317c64e2cfff09cdd4de9643cd0891 0 457 1694 2014-10-14T05:03:29Z Nic 2 Redirected page to [[Entering Budgets]] wikitext text/x-wiki #REDIRECT [[Entering Budgets]] 13361be8aa317c64e2cfff09cdd4de9643cd0891 0 204 1695 1623 2014-10-16T23:18:33Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.52.0.119]] released on 17/09/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 eb2658cc1e377698da69fec2cc633efff3d3c1bb 1696 1695 2014-10-16T23:18:46Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 14d7def1622d2dd2820963fc52c6ea45f86ec6dc 1723 1696 2014-11-03T03:32:17Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ccd0852286f1d40e2a6cd4038a77ae708090498e 0 1 1697 1624 2014-10-16T23:18:52Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.52.0.119]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ dbbe8f37202d8424a0c1280a6847e96cbef9630d 1722 1697 2014-11-03T03:31:54Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.53.0.120]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 46f264d9f87bfe370ce9beba8434b3987877d1c6 0 458 1698 2014-10-16T23:22:37Z Nic 2 Created page with "BudgetLink v3.52.0.119 was released on 17/10/2014. The main goal was to expose the possibilities available within the BudgetLink Free Edition and BudgetLink Ultimate Edition. ..." wikitext text/x-wiki BudgetLink v3.52.0.119 was released on 17/10/2014. The main goal was to expose the possibilities available within the BudgetLink Free Edition and BudgetLink Ultimate Edition. == Enhancements == '''Budgets''' * Restricted free edition users from restoring budgets. * Added weekly budget entry to standard BudgetLink. '''Customise Reports''' * Enhanced filters screen to have option to only show relevant filters or to show all filters. * Enhanced filters screen to block many advanced options unless licensed to customise reports. * Enhanced filters screen to show all periods at all times but have warning messages when unlicensed or disabled. * Enhanced filters screen to show all versions at all times but have warning messages when unlicensed or disabled. '''Get Data''' * BudgetLink Free Edition capped at 3 data files. * Enhanced get data progress dialogue to not lose focus. * Enhanced logging for MYOB AccountRight live to show errors during extract phase. '''Reports''' * Enhanced to have help buttons on each report. * Enhanced platform to prevent users from showing all rows if not licensed to customise reports. * Project Analysis report will be included in menu. '''Layout'''' * Enhanced platform to allow free edition users to access the screens behind the layout button but not save any options. * Enhanced platform to have help button behind the layout button. '''Licensing''' * Worked on the licensing workflow. '''Weekly Periods''' * Enhanced weekly calculations for Balance Sheets on a weekly basis (including the dreaded retained earnings corrections). == Related Topics == * [[BudgetLink version archive]] 3d7863accf1e175cc2eb22b92e5e2965a777b016 0 48 1699 180 2014-10-20T21:57:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. === Restoring a budget from a backup == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. For more information see [[Restoring Budgets from a Backup]]. == Notes == None. == Related Topics == * [[Versions]] 39fcf7d11f5864ee50db75e31adb5a85ef557c47 1700 1699 2014-10-20T21:57:49Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. === Restoring a budget from a backup === A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. For more information see [[Restoring Budgets from a Backup]]. == Notes == None. == Related Topics == * [[Versions]] 3a0f4128989d4620345100dda0363c1a4bd84318 0 459 1701 2014-10-20T22:02:21Z Nic 2 Created page with "== Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The res..." wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Browse to the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget - 141021 - 0901''''. You can use the [[Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. == Related Topics == * [[Budgets]] 8b795e4e4d9d6702fbc41d66b7ed6499537251cf 1702 1701 2014-10-20T22:03:32Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Browse to the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget - 141021 - 0901''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. == Related Topics == * [[Budgets]] b0547a9bc0637538046fe41b1604d662f921985b 1705 1702 2014-10-20T22:08:51Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Browse to the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. == Related Topics == * [[Budgets]] 6325ed43c06b1be3a74eca25c1b6fbdb1f463fcb 1706 1705 2014-10-20T22:09:58Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Click '''Browse''' and select the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. == Related Topics == * [[Budgets]] a2b2648d34df2d944ac29a55ea7b03a8882c29c8 1707 1706 2014-10-20T22:11:41Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == [[File:RestoreBudgets.png|300px|thumb|left|The Utilities screen.]] [[File:RestoreBudgetsSelectBackup.png|300px|thumb|left|The dialogue allowing you to select the backup with which to restore.]] [[File:RestoreBudgetsSelectVersion.png|300px|thumb|left|The dialogue allowing you to select the version to restore.]] To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Click '''Browse''' and select the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. <br clear=all /> == Related Topics == * [[Budgets]] c2afd7578064b4f64e4d70e8531090a97305a6e6 1710 1707 2014-10-20T22:12:32Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == [[File:RestoreBudgets.png|300px|thumb|right|The Utilities screen.]] [[File:RestoreBudgetsSelectBackup.png|300px|thumb|right|The dialogue allowing you to select the backup with which to restore.]] [[File:RestoreBudgetsSelectVersion.png|300px|thumb|right|The dialogue allowing you to select the version to restore.]] To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Click '''Browse''' and select the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. <br clear=all /> == Related Topics == * [[Budgets]] 2b02018ab1848b2697a269fb9ce02a45d4bd42c1 1712 1710 2014-10-20T22:13:16Z Nic 2 wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == [[File:RestoreBudgetsUtilities.png|300px|thumb|right|The Utilities screen.]] [[File:RestoreBudgetsSelectBackup.png|300px|thumb|right|The dialogue allowing you to select the backup with which to restore.]] [[File:RestoreBudgetsSelectVersion.png|300px|thumb|right|The dialogue allowing you to select the version to restore.]] To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Click '''Browse''' and select the backup of the BudgetLink Data.mdb file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. <br clear=all /> == Related Topics == * [[Budgets]] 55d95de0718b0d5a90f8048652ecfcf4328167c9 0 55 1703 1449 2014-10-20T22:04:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == [[Using Source Values to Build Budgets]] [[Adjusting Budgets]] == Related Topics == [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] [[Importing Budgets|How to import Budgets from existing Excel Workbooks]] [[Exporting Budget Data|How to export data ready from import into MYOB]] fa94e2eef183f99346bc00b8732f72a55fd2c105 1704 1703 2014-10-20T22:04:29Z Nic 2 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == * [[Using Source Values to Build Budgets]] * [[Adjusting Budgets]] == Related Topics == * [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] * [[Importing Budgets|How to import Budgets from existing Excel Workbooks]] * [[Exporting Budget Data|How to export data ready from import into MYOB]] c9597eed686eac5e56debada93e8e85d48ee6c88 6 460 1708 2014-10-20T22:12:01Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 461 1709 2014-10-20T22:12:20Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 462 1711 2014-10-20T22:13:06Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 1713 1626 2014-10-21T02:30:37Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Set-up == * [[How to transfer BudgetLink to another computer]] c362f43ae3e89b3749adb66a295db828c1b0d3a7 1714 1713 2014-10-21T02:30:56Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another computer]] 08372227e80868e202ec47581a494d05e4fcff1a 1716 1714 2014-10-21T02:47:08Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another computer]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 0f9cf26c69a978a2a33041c39bf9f76d5a3c67ad 1718 1716 2014-10-21T02:47:58Z Jeff 1 /* Transfers */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] f4f70c479bf7612e5ddd2a5f76620a5d958b58e8 1719 1718 2014-10-23T08:46:10Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] 15bbbe4cc94f7ad5d766093d26c995d5732ee6b8 0 464 1717 2014-10-21T02:47:39Z Jeff 1 Created page with "== Overview == BudgetLink is made up of Excel Workbooks with Macros and databases saved in a folder. Microsoft Excel is the application which BudgetLink runs within. Moving B..." wikitext text/x-wiki == Overview == BudgetLink is made up of Excel Workbooks with Macros and databases saved in a folder. Microsoft Excel is the application which BudgetLink runs within. Moving BudgetLink to another computer is a matter of moving the BudgetLink folder. Transfer keys are required if moving other computer. The process is the same if moving to another folder on the same computer. == How to move BudgetLink to another folder == # Locate the BudgetLink folder. The default path is C:\BudgetLink [Edition Name] [Version Number]; # Cut the Folder; # Paste into the new location. Note, we suggest preserving BudgetLink folder name so that the Edition and Version can be identified; # Start BudgetLink. Click on the BudgetLink.exe file within the BudgetLink folder. # If you want a short cut placed on your desktop then click yes when prompted # If you have moved BudgetLink to another Computer a Transfer Key form will appear. This will display for 14 days within which you must enter a transfer key to continue using using BudgetLink on that computer. Please note that fees may apply before a transfer key is issued. # Click Request transfer key and follow the prompts to generate and send an email. # A Transfer Key will be generated and returned within 24 hours d45827d706174e5e2e2681c647522f1d796e80b3 0 465 1720 2014-10-23T09:03:07Z Jeff 1 Created page with "== Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides ac..." wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == # Start BudgetLink; # From the Menu goto Settings > Data Files and click the Manage Data Files button; # Click Yes to backup the BudgetLink database; # Start BudgetLink. Click on the BudgetLink.exe file within the BudgetLink folder; # In the 'Manage Data Files' form, select your data file connection on the left and click the 'Edit Data File' button; # At 'Data File Type' change the selection from 'MYOB AccountRight 19.10 or prior to MYOB AccountRight Live 2014 or prior; d99334ddb8593add34da6be3b6c8ddf82024b6b7 1721 1720 2014-10-23T09:08:40Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight 19.10 or prior to MYOB AccountRight Live 2014 or prior; 57a44b26cb58884c58e1c38f21c7c05595c8d164 0 466 1724 2014-11-03T03:34:14Z Nic 2 Created page with "BudgetLink v3.53.0.120 was released on 03/11/2014. The main goal was to have a single download. == Enhancements == '''Licensing''' * Removed weekly periods from Ultimate Edi..." wikitext text/x-wiki BudgetLink v3.53.0.120 was released on 03/11/2014. The main goal was to have a single download. == Enhancements == '''Licensing''' * Removed weekly periods from Ultimate Edition. * Removed cash version from Ultimate Edition. * Removed multi-currency reporting from Ultimate Edition. * Reworked the licensing to allow single download. '''Filters''' * Fixed issue with selecting periods range due to BudgetLink Free Edition lockdown. '''Publishing''' * Fixed issue with publishing menu in excel 2013 where the menu is not included correctly. '''Company Groups''' * Fixed issue with company groups not saving correctly. '''Reports''' * Renamed the account hierarchy filter in the multi-company reports so as not to cross-polinate to other reports. '''Restore Budgets''' * Fixed issue with restoring budgets and failing due to companies not populated. == Related Topics == * [[BudgetLink version archive]] ff3bff8d85be0ed6f7c13f252df0bbfd402930fd 0 400 1725 1585 2014-11-06T23:21:23Z Nic 2 wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administartion'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 63e04cbaa9c77891e804b113db5683e9b088b662 0 70 1726 1370 2014-11-07T04:34:15Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer folder path being too long == If BudgetLink starts but complains about the installer folder path being too long, read the following guide. * [[Troubleshooting installation folder path]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 7b30a7d1b53c78fa33630349c4adc098b2621144 1729 1726 2014-11-07T04:38:08Z Nic 2 /* BudgetLink starts but complains about the installer folder path being too long */ wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer folder path being too long == If BudgetLink starts but complains about the installer folder path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 5643507c8cca9fec6677771157e78420ce85ccae 1733 1729 2014-11-07T04:48:05Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] b74046762411e960d6debbf247ad2a4b4f480f5c 1735 1733 2014-11-07T04:53:09Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] d388cb6c4ba035132cfa295ef51f2ca7c46b7bc7 0 467 1727 2014-11-07T04:37:06Z Nic 2 Created page with "== Overview == BudgetLink makes extensive use of Excel functionality. However, for it to run correctly, the installation folder path must be under 250 characters long. Any lo..." wikitext text/x-wiki == Overview == BudgetLink makes extensive use of Excel functionality. However, for it to run correctly, the installation folder path must be under 250 characters long. Any longer can cause problems with dependencies between the many Excel files. Should you receive a message stating that the installation path folder is too long, simply move the BudgetLink folder and all it's contents to a location close to the root directly. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 9eb31d88534c72c261b8b28dcd1e9b1b633bc37f 1728 1727 2014-11-07T04:37:52Z Nic 2 Nic moved page [[Troubleshooting installation folder path]] to [[Troubleshooting installation path is too long]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink makes extensive use of Excel functionality. However, for it to run correctly, the installation folder path must be under 250 characters long. Any longer can cause problems with dependencies between the many Excel files. Should you receive a message stating that the installation path folder is too long, simply move the BudgetLink folder and all it's contents to a location close to the root directly. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 9eb31d88534c72c261b8b28dcd1e9b1b633bc37f 1736 1728 2014-11-07T04:53:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] BudgetLink makes extensive use of Excel functionality. However, for it to run correctly, the installation folder path must be under 250 characters long. Any longer can cause problems with dependencies between the many Excel files. Should you receive a message stating that the installation path folder is too long, simply move the BudgetLink folder and all it's contents to a location close to the root directly. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 37f098a5bc7aef2c13f6fe4f8a0c2a3b802664ad 0 468 1730 2014-11-07T04:44:38Z Nic 2 Created page with "#REDIRECT [Troubleshooting installation path is too long]" wikitext text/x-wiki #REDIRECT [Troubleshooting installation path is too long] 25de501e0ff07e463df4e5115de28c92ea49bdbc 1731 1730 2014-11-07T04:44:50Z Nic 2 wikitext text/x-wiki #REDIRECTS [[Troubleshooting installation path is too long]] a69bc0e707da62002893e59404e0dbc8a971cb90 1732 1731 2014-11-07T04:44:57Z Nic 2 Redirected page to [[Troubleshooting installation path is too long]] wikitext text/x-wiki #REDIRECT [[Troubleshooting installation path is too long]] e00047c21d5d2e2370a231a6139d4a5993d788c7 6 469 1734 2014-11-07T04:52:26Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 400 1737 1725 2014-11-11T00:13:10Z Nic 2 wikitext text/x-wiki == Overview == The '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by categories. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] b03b283896e517cac1fdc306df5e30ce345d6434 0 271 1738 1719 2014-11-11T00:32:45Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] f47ca6beb86c76a01badf60689d6053add5e886f 0 470 1739 2014-11-11T00:33:31Z Nic 2 Created page with "== Overview == The '''Advanced Accruals''' version allows you to produce more detailed reports. It is disabled by default. '''Note that this version is only available in Bud..." wikitext text/x-wiki == Overview == The '''Advanced Accruals''' version allows you to produce more detailed reports. It is disabled by default. '''Note that this version is only available in BudgetLink Ultimate Edition.''' == How to enable the Advanced Accruals version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Advanced Accruals Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 98d0c10170ca6970f0814eb2b6886aa0a4d1295b 0 471 1740 2014-11-18T00:01:36Z Nic 2 Redirected page to [[Publishing Reports]] wikitext text/x-wiki #REDIRECT [[Publishing Reports]] 36d6ba6575ac6bb0bc92bfe06324db180acef7a8 0 472 1741 2014-11-18T00:02:04Z Nic 2 Redirected page to [[Creating a Publishing Script]] wikitext text/x-wiki #REDIRECT [[Creating a Publishing Script]] 904a9ebcce33bdc40472842c9c5ab8b0d5b42e52 0 1 1742 1722 2014-11-19T02:39:49Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.53.3.123]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 5563e6bb0ebfd977d1a918d956a48990891f764b 1761 1742 2014-12-12T00:45:34Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.53.5.125]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 751f57aceafc3e7f43e266b2783f7db4dacb6e97 0 204 1743 1723 2014-11-19T02:40:03Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 bc212ce0bba95b127e78fe1b5790691be3703346 1762 1743 2014-12-12T00:45:49Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 40ec9b001ba251247af854e96d5e75fc9c3583cf 0 473 1744 2014-11-19T02:42:10Z Nic 2 Created page with "BudgetLink v3.53.3.123 was released on 19/11/2014. == Enhancements == '''Multi Currency''' * Enhanced currency conversion to be enabled by default. * Enhanced currency conv..." wikitext text/x-wiki BudgetLink v3.53.3.123 was released on 19/11/2014. == Enhancements == '''Multi Currency''' * Enhanced currency conversion to be enabled by default. * Enhanced currency conversion algorithm to work correctly for consolidated company and company groups. * Enhanced currency conversion algorithm to work correctly for retained earnings. '''Licensing''' * Enhanced emails to show upgrade expiry date and transfer expiry date. * Enhanced Free Edition to only allow a single user. '''Minor Improvements''' * Add help button to path length message and pointed it to the wiki article. * Added help button to publish dialogues. '''Fixes''' * Default Cash Flow version will now be fully setup. == Related Topics == * [[BudgetLink version archive]] f191a1701472ecf3db23e0cecb138b01dbe93c4c 0 94 1745 1552 2014-11-19T03:07:16Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 11bcaac797de8decf7688bb85a7f6ca91b34915d 1768 1745 2014-12-19T04:05:42Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccoubtRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 3779adda244f20016ffb99b5d850541822c998bc 1769 1768 2014-12-19T04:07:12Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] f2fda8e71c4b51de171fd7695e602c3d0b4ffe58 0 129 1746 1045 2014-11-19T03:08:30Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[QuickBooks]] data file. == Connecting BudgetLink to QuickBooks == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To connect BudgetLink with QuickBooks, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Ensure you have your QuickBooks data file opened before hand. You will need to be logged into it as the administrator; # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''QuickBooks''' as the '''Data File Type'''; # Choose whether to '''Run QuickBooks and connect to data file''', '''Connect to QuickBooks data file in background''' OR '''Connect to QuickBooks data file already opened'''; # If using '''Run QuickBooks and connect to data file''' or '''Connect to QuickBooks data file in background''', click '''Browse''' to select the location of your data file; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use '''Connect to QuickBooks data file already opened''' to connect to your QuickBooks data file. In this way, you only need to ensure you open your data file before running the [[Get Data]] process. * The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with QuickBooks. It details how to set up the connection, how to authorise BudgetLink to connect to your data file, as well as how to correct duplicates in your [[Accounts|chart of accounts]] and [[Classes|class hierarchy]]. {{#ev:youtube|rieeAzaFg1I|560|left|BudgetLink Getting Started for QuickBooks}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 83cbe6d278665a41c66a58152463eb1b2dd15a1f 0 474 1747 2014-11-19T03:10:37Z Nic 2 Created page with "== Overview == In order for BudgetLink or other third-party tool to connect to a Reckon Accounts or QuickBooks data file, the application must be authorized. == Authorising ..." wikitext text/x-wiki == Overview == In order for BudgetLink or other third-party tool to connect to a Reckon Accounts or QuickBooks data file, the application must be authorized. == Authorising BudgetLink to connect to a Reckon Accounts data file == [[File:QuickBooksDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for QuickBooks]] [[File:QuickBooksAuthorisationDialogue.png|300px|thumb|right|QuickBooks - Application Certificate dialogue]] To authorize BudgetLink to connect to your Reckon Accounts or QuickBooks data file, follow these steps. # Start BudgetLink; # On the '''Get Data Options''' dialogue, click on '''Manage Data Files'''; # Select your '''Reckon Accounts''' data file in the list and click on '''Edit Data File'''; # Click '''Authorise QuickBooks Connection''' and answer '''Yes''' when prompted to authorise; # The '''QuickBooks - Application Certificate''' dialogue will display. Select '''Yes''' to always authorise BudgetLink to connect to this file' # Click '''Continue''' followed by '''Done'''; # Return to BudgetLink and click '''OK''' on the message; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The '''Authorise QuickBooks Connection''' only works when logged into your QuickBooks data file as an administrator. <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 50c4ba99f85a400ee160c65f3aac1c61a478d671 0 229 1748 896 2014-12-10T22:36:38Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder. *Custom reports are typically emailed as a zipped attachment. ==Procedure== To install the custom Report: #Save the zipped report/s file from the email #Unzip the Custom Report/s #Select all the Reports to install and click Copy #Open the BudgetLink\System folder and paste the files #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu e0d17e3008ecb82b1af1085179b93f235bbbff23 1749 1748 2014-12-10T22:40:42Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder. *Custom reports are typically emailed as a zipped attachment. ==Procedure== To install the custom Report: #Open the email containing the report file attachment #Save the attachment on your desktop #Locate the file on your Desktop #If zipped then unzip it #Select all the Reports to install and click Copy #Open the BudgetLink\System folder and paste the files #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 3f46f71037a3424b86a06f2db48025949e17fa7d 1750 1749 2014-12-10T22:45:42Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder. *Custom reports are typically emailed as a zipped attachment. ==Procedure== To install the custom Report: #Open the email containing the report file attachment #Save the attachment on your desktop #Locate the file on your Desktop #If zipped then unzip it #Select all the Reports to install and click Copy #Open the [[BudgetLink Folder]] #Open the \System folder and paste the file/s #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 2ae4e03e6c1c50806b7f8c90b0baed4812fec9d1 1766 1750 2014-12-19T01:21:00Z Jeff 1 wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder. *Custom reports are typically sent as a drop box download link in an email. ==Procedure== To install the custom Report: #Open the email containing the download link #Click on the link to view an image of the template in you web browser #Click '''Download''' and then choose '''Direct download''' #Click '''Show in folder''' #Locate the downloaded file and copy it #Open the [[BudgetLink Folder]] \System folder and paste the file into it #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 446541bcd8a763b7773b60a41b4878fda397cb48 1767 1766 2014-12-19T01:21:31Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== *BudgetLink reports are Excel Workbooks. *To install the report so that it appears in the BudgetLink Menu it must saved in the BudgetLink System folder. *Custom reports are typically sent as a drop box download link in an email. ==Procedure== To install the custom Report: #Open the email containing the download link #Click on the link to view an image of the template in you web browser #Click '''Download''' and then choose '''Direct download''' #Click '''Show in folder''' #Locate the downloaded file and copy it #Open the [[BudgetLink Folder]]\System folder and paste the file into it #Go to the BudgetLink Menu and click the 'Refresh Menu' button The new report/s should appear in the menu 3d5e905868a6ecfaac0e1bb5a066c491d968b200 0 190 1751 1423 2014-12-11T01:02:05Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; [[Request an Upgrade Key]] [[Enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 6402a9018ea05585c6904de53a90165cbbb24f12 1752 1751 2014-12-11T01:02:58Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; #[[Request an Upgrade Key]] #[[Enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] ef0dddfcf19dcc3dd6058cbdbe63ca4a2a433bf0 1756 1752 2014-12-11T01:25:40Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; #[[How to request an Upgrade Key]] #[[Enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 2c2e538e0062e980b3f3b3126796af6a93f2f74d 1758 1756 2014-12-11T01:26:10Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; #[[How to request an Upgrade Key]] #[[How to enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 99b79b9566ca693cf8fc10ecffee7aaf80f8b0d6 1759 1758 2014-12-11T01:26:42Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; For more details see #[[How to request an Upgrade Key]] #[[How to enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 73531ea744cda132c2930fc0c978b6f51e14ba7b 1760 1759 2014-12-11T01:27:05Z Jeff 1 /* Requesting and Entering Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 30 days. After which you will need to request your upgrade key and enter it into the software. === Requesting and Entering Upgrade Key === To request and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Request Upgrade Key''' or '''Enter Upgrade Key'''; For details see: #[[How to request an Upgrade Key]] #[[How to enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 8d3187115f684806113747e73611d98ad8e9119d 0 263 1754 1130 2014-12-11T01:24:27Z Jeff 1 /* Related */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number (generated from the software) is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== A License Key will be generated and emailed to you. ==Related== [[How to enter a License Key]] [[How to request an Upgrade Key]] be163d1530bdee8b992649de5f13a783ac1e6e23 1755 1754 2014-12-11T01:24:44Z Jeff 1 /* Related */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== If you have purchased the BudgetLink - Ultimate Edition or wish to keep using the Free Edition, the next step is to request a License Key. This support note will explain how to request it. The reason why this process is necessary is that the BudgetLink Serial number (generated from the software) is required to generate the License Key. ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To request the key: #Click the Request License Key button. A License Contact Details form will display #Complete the License Contact Details form and click OK. A blank email should then display. #Click Send in Outlook. If you use a different email client you will need to create a new email and copy and paste the content The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==What Next== A License Key will be generated and emailed to you. ==Related== *[[How to enter a License Key]] *[[How to request an Upgrade Key]] 1f93b438dac3d7ea59d98a4658b7e254716f565f 0 476 1757 2014-12-11T01:25:50Z Jeff 1 Created page with "[[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == After Running the Upgrade Process the next step is to Request an Upgrade Key == Request an Upgr..." wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == After Running the Upgrade Process the next step is to Request an Upgrade Key == Request an Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you to request an Upgrade Key. # Start BudgetLink; # In the Finalise Upgrade form click on '''Request Upgrade Key'''; # Follow any prompts to generate an email which includes the BudgetLink Serial Number; # Click Send == Related Topics == * [[Upgrading BudgetLink]] 8d56dfac7f62080735dbd58d3e508496f426ea3a 0 477 1763 2014-12-12T00:47:09Z Nic 2 Created page with "BudgetLink v3.53.5.125 was released on 12/12/2014. == Enhancements == '''MYOB AccountRight Live''' * Added option to control the timeout length when connecting to MYOB Acco..." wikitext text/x-wiki BudgetLink v3.53.5.125 was released on 12/12/2014. == Enhancements == '''MYOB AccountRight Live''' * Added option to control the timeout length when connecting to MYOB AccountRight live. * Added an option to control the number of records per page to download from MYOB AccountRight live. '''Licensing''' * Enhanced Get License Key to send user to website. == Related Topics == * [[BudgetLink version archive]] 77563241ed907a144287269e86efd7206e083b8a 0 478 1764 2014-12-15T01:32:22Z Jeff 1 Created page with "[[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == Once you have received your upgrade key the next step is to enter it == Enter an Upgrade Key ==..." wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == Once you have received your upgrade key the next step is to enter it == Enter an Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you to enter an Upgrade Key. # Start BudgetLink; # In the Finalise Upgrade form click on '''Enter Upgrade Key'''; # Open the Email containing your upgrade key and copy it; # Paste the Key into the Enter Upgrade Key form; # Click OK; == Related Topics == * [[Upgrading BudgetLink]] 5aa47d4c0697a3c47135032664c77c71e0ba55df 1765 1764 2014-12-15T01:34:39Z Jeff 1 /* Enter an Upgrade Key */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == Once you have received your upgrade key the next step is to enter it == Enter an Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you to enter an Upgrade Key. # Start BudgetLink; # In the Finalise Upgrade form click on '''Enter Upgrade Key'''; # Open the Email containing your upgrade key and copy it; # Paste the Key into the Enter Upgrade Key form; ## If paste does not work using your mouse then try typing ‘Ctrl-v” ## If that does not work they type the key # Click OK - If it worked the '''Registration Successful''' message will display; == Related Topics == * [[Upgrading BudgetLink]] f5bb91ce3d8389f0091bab1bc4c7e6ecde1f5e05 0 479 1770 2014-12-19T04:15:41Z Nic 2 Created page with "== Overview == If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using yo..." wikitext text/x-wiki == Overview == If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to http://machinename:8080/AccountRight/ (where machinename is the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] b4448c0b7d3e8278967b3b6a38de84db6262e177 1772 1770 2014-12-19T04:20:12Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to http://machinename:8080/AccountRight/ (where machinename is the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 3871c9aedd4d4dea02c1026dc0cc40dc5a5897fb 1773 1772 2014-12-19T04:21:04Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to http://machinename:8080/AccountRight/ (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 8af41d61b31d4949c1fec7203f2dbdaf4f467a39 1774 1773 2014-12-19T04:22:39Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] cc488a59920c820445dbdf7b815df82d7ddfd73b 6 480 1771 2014-12-19T04:19:06Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 162 1775 1553 2014-12-19T04:24:26Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] ea7c5d443157b251bc166da1e6c4a14bd150f5b6 1776 1775 2014-12-19T04:24:41Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 9c6a0fc40e7cde69d25648cc27ac497fc39803cb 0 393 1777 1554 2014-12-19T04:24:48Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that you need to have your MYOB data file open in order for it to get data. This applies only to those who have the MYOB data file on their local machine and does not apply to everyone. To resolve, simply follow these steps. # Start MYOB and open your data file; # Then start BudgetLink and run the '''Full Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] dba60547d7351d99e3d902c9ab2a4cddc3f7fec5 0 163 1778 1453 2014-12-19T04:24:54Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] de035098f90ada270d700cf0fb177fba2cbbe02e 0 164 1779 1406 2014-12-19T04:25:06Z Nic 2 wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] c476ea06ebbba119d2133fe208b62694800f85ca 0 1 1780 1761 2014-12-31T22:23:12Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v3.53.5.125]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9e19094ca2a119b92e19118144484af8bf63a979 1785 1780 2015-01-07T03:32:33Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.1.1.127]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 1bcf85fe0feb88fd46dd0bdbad6c24b2fd50c83c 0 464 1781 1717 2015-01-05T04:58:50Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is made up of Excel Workbooks with Macros and databases saved in a folder. Microsoft Excel is the application which BudgetLink runs within. Moving BudgetLink to another computer is a matter of moving the BudgetLink folder. Transfer keys are required if moving other computer. The process is the same if moving to another folder on the same computer. == How to move BudgetLink to another folder == # Locate the BudgetLink folder. The default path is C:\BudgetLink [Edition Name] [Version Number]; # Cut the Folder; # Paste into the new location. Note, we suggest preserving BudgetLink folder name so that the Edition and Version can be identified; # Start BudgetLink. Click on the BudgetLink.exe file within the BudgetLink folder. # If you want a short cut placed on your desktop then click yes when prompted # If you have moved BudgetLink to another Computer a Transfer Key form will appear. This will display for 14 days within which you must enter a transfer key to continue using using BudgetLink on that computer. Please note that fees may apply before a transfer key is issued. # Click Request/Buy Transfer Key and follow the prompts. # A Transfer Key will be generated and returned via email. Allow up to 48 hours turn around time # If you don't receive the transfer key email then first check your junk mail folder. If it has not arrived then contact us at registrations@accountingaddons.com.au fad7c72721d656ea15bf885a2b5006ddafd6147c 0 226 1782 1131 2015-01-06T00:54:05Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== [[How to request a License Key]] [[How to enter a Transfer Key]] 71f2e238da102bba69bfd953582e9ac6025a6470 1783 1782 2015-01-06T00:54:26Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== *[[How to request a License Key]] *[[How to enter a Transfer Key]] aeb618200bb03924914a6c100e25ffcebb82c278 0 481 1784 2015-01-06T00:58:29Z Jeff 1 Created page with "[[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== This support note will explain how to enter a Transfer Key into BudgetLink ==Procedure== Open th..." wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== This support note will explain how to enter a Transfer Key into BudgetLink ==Procedure== Open the Email containing your Transfer Key To enter the Transfer: # Start BudgetLink # When prompted click the "Enter Transfer Key' button # Copy the Key from above and paste it into the form ## If paste does not work using your mouse then try typing ‘Ctrl-v” ## If that does not work they type the key # Click OK # When entered correctly the ‘Registration Successful’ form will display. ==Related== d7f1d826eb91b97b79f24497968352a148320ea1 0 204 1786 1762 2015-01-07T03:33:06Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c3a8a3a88a852e6f0bd7ef7f26d71e748abe47be 0 482 1787 2015-01-07T03:40:54Z Nic 2 Created page with "BudgetLink v2015.1.1.127 was released on 07/01/2015. == Enhancements == '''MYOB AccountRight Live''' * Fixed get data issue relating to no job calculation when accountregist..." wikitext text/x-wiki BudgetLink v2015.1.1.127 was released on 07/01/2015. == Enhancements == '''MYOB AccountRight Live''' * Fixed get data issue relating to no job calculation when accountregister is 0 and job register has values. * Fixed issue when selecting MYOB AccountRight Live data file with trailing space and get data failing. '''XERO''' * Enhanced to calculate accruals by tracking categories for XERO. * Fixed issue to handle extended characters (e.g. é) for XERO. '''Licensing''' * Enhanced licensing to have random generated serial number except for transferkeys. '''Customisation Dialogue''' * Enhanced filter defs to handle integers, doubles, dates and strings more correctly. * Enhanced filter defs to default element correctly when only one element valid in standard dropdown list. '''Functions''' * Fix bug regarding supporting negative accounts and jobs in Movement or Balance function. * Enhanced projection function to work with period ranges. == Related Topics == * [[BudgetLink version archive]] d2fe56921f6928cb6b2274f258dfc0835dc9b9ba 0 245 1788 975 2015-01-08T22:44:08Z Nic 2 wikitext text/x-wiki == Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option of choosing which report to publish as well as for which jobs and categories. For more information, see [[Publishing Reports]]. == Publishing Scripts == If you tend to publish the same reports for the same jobs over and over, it is possible to setup a publish script. This allows you to pre-configure a series of publishing parameters that you repeatedly use. As such, you do not need to tick individual jobs. You can simply find the pre-configured publishing script and run it. For more information, see the following topics. * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] == Related Topics == * [[Troubleshooting Publishing Problems]] e7b6b1079cc4841fd96f3923ea738a74beaaab6e 1791 1788 2015-01-08T22:44:52Z Nic 2 wikitext text/x-wiki == Overview == The Publish functionality allows you to take a snapshot of a report as it currently stands. == Publishing Reports == When publishing, you have the option of choosing which report to publish as well as for which jobs and categories. For more information, see [[Publishing Reports]]. == Publishing Scripts == If you tend to publish the same reports for the same jobs over and over, it is possible to setup a publish script. This allows you to pre-configure a series of publishing parameters that you repeatedly use. As such, you do not need to tick individual jobs. You can simply find the pre-configured publishing script and run it. For more information, see the following topics. * [[Creating a Publishing Script]] * [[Editing a Publishing Script]] * [[Removing a Publishing Script]] * [[Running a Publishing Script]] == Related Topics == * [[Troubleshooting Publish Problems]] a451b9919abaed6c6e4d47b1dcf9ce0488b83571 0 69 1789 1369 2015-01-08T22:44:31Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publishing Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] [[Category:Troubleshooting]] c77bd47882b5c5e6011092349815a319d435ac2f 1790 1789 2015-01-08T22:44:44Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] [[Category:Troubleshooting]] b98bb71ebf7856485cf57ec6a2af028fe91df38d 0 483 1792 2015-01-08T22:48:06Z Nic 2 Created page with "== Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users,..." wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. [[Category:Troubleshooting]] 23e6ea0a647970f47317175149a080bd8db1d1d2 1793 1792 2015-01-08T22:50:46Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default Microsoft Excel file format]]. As a last resort, it may be worth considering reinstalling Microsoft Office. Please consult your IT Support provider. [[Category:Troubleshooting]] 73f256ef97b4ebb68eda2a471af9636e9be783e4 1799 1793 2015-01-08T22:59:27Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. As a last resort, it may be worth considering reinstalling Microsoft Office. Please consult your IT Support provider. [[Category:Troubleshooting]] f56fca490644578d3706684b3730859e7be95d09 1806 1799 2015-01-08T23:29:53Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === As a last resort, it may be worth considering reinstalling Microsoft Office. Please consult your IT Support provider. [[Category:Troubleshooting]] 400838ee76f9c5cf8668144c9b9f766ad8ebf4d2 1807 1806 2015-01-08T23:33:01Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. [[Category:Troubleshooting]] 9b7b56f208471749b63adecf77a5abca3f8fa70d 1809 1807 2015-01-08T23:39:05Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. [[Category:Troubleshooting]] 372221e902df0aeba600e8b45bd74ae72f1edd2c 1810 1809 2015-01-08T23:39:30Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b57964371dc5e1fc4469fe187ac61280ff137586 1811 1810 2015-01-11T22:37:08Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Turn on the option to ''''Cut, copy and sort inserted objects with their parent cells'''' === === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0bbf34225f66bb03cba9b2c3f46cec47a529ae46 1812 1811 2015-01-11T22:38:33Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Turn on the option to 'Cut, copy and sort inserted objects with their parent cells' === Excel provides an option to 'Cut, copy and sort inserted objects with their parent cells'. It should be turned on in order to publish reports with charts successfully. For more information, see [[Turning on the option to Cut, copy and sort inserted objects with their parent cells]]. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b49e592f23e3de4926ceaf35c2389a1512d36e8f 1813 1812 2015-01-11T22:39:25Z Nic 2 /* Turn on the option to 'Cut, copy and sort inserted objects with their parent cells' */ wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Turn on the option to 'Cut, copy and sort inserted objects with their parent cells' === Excel provides an option to 'Cut, copy and sort inserted objects with their parent cells'. It should be turned on in order to publish reports with charts successfully. For more information, see [[Turning on the option to cut, copy and sort inserted objects with their parent cells]]. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] c311537c946da0c7918454a9a73e4cc4c060865f 0 484 1794 2015-01-08T22:54:34Z Nic 2 Created page with "== Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issu..." wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default Microsoft Excel file format in Excel 2013 == To change the default Microsoft Excel file format in Microsoft Excel 2013, follow these steps. == Changing the default Microsoft Excel file format in Excel 2010 == To change the default Microsoft Excel file format in Microsoft Excel 2010 , follow these steps. == Changing the default Microsoft Excel file format in Excel 2007 == To change the default Microsoft Excel file format in Microsoft Excel 2007 , follow these steps. [[Category: Troubleshooting]] 5a7358b370f32adaf5497d25144007b410bc231c 1795 1794 2015-01-08T22:56:08Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default Microsoft Excel file format in Excel 2013 == To change the default Microsoft Excel file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default Microsoft Excel file format in Excel 2010 == To change the default Microsoft Excel file format in Microsoft Excel 2010 , follow these steps. == Changing the default Microsoft Excel file format in Excel 2007 == To change the default Microsoft Excel file format in Microsoft Excel 2007 , follow these steps. [[Category: Troubleshooting]] 1a3df84e648580a51b8b06fbb40a0444f8b2e26b 1796 1795 2015-01-08T22:57:04Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default Microsoft Excel file format in Excel 2013 == To change the default Microsoft Excel file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default Microsoft Excel file format in Excel 2010 == To change the default Microsoft Excel file format in Microsoft Excel 2010 , follow these steps. == Changing the default Microsoft Excel file format in Excel 2007 == To change the default Microsoft Excel file format in Microsoft Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. [[Category: Troubleshooting]] 6acc985b125db7f63f87f78b7e0289ea8e77300b 1797 1796 2015-01-08T22:58:57Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default file format in Microsoft Excel 2013 == To change the default file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2010 == To change the default file format in Microsoft Excel 2010 , follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2007 == To change the default file format in Microsoft Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. [[Category: Troubleshooting]] 0932cea401794b68392031c10d55c1fe79465ccb 1798 1797 2015-01-08T22:59:18Z Nic 2 Nic moved page [[Changing the default Microsoft Excel file format]] to [[Changing the default file format in Microsoft Excel]] without leaving a redirect wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default file format in Microsoft Excel 2013 == To change the default file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2010 == To change the default file format in Microsoft Excel 2010 , follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2007 == To change the default file format in Microsoft Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. [[Category: Troubleshooting]] 0932cea401794b68392031c10d55c1fe79465ccb 1803 1798 2015-01-08T23:04:09Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default file format in Microsoft Excel 2013 == [[File:DefaultFileFormatExcel2013.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2013]] To change the default file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2010 == [[File:DefaultFileFormatExcel2010.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2010]] To change the default file format in Microsoft Excel 2010 , follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. == Changing the default file format in Microsoft Excel 2007 == [[File:DefaultFileFormatExcel2007.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2007]] To change the default file format in Microsoft Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. [[Category: Troubleshooting]] 22d4996be3274f0339b25e3c329187de636a8614 1804 1803 2015-01-08T23:04:55Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default file format in Microsoft Excel 2013 == [[File:DefaultFileFormatExcel2013.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2013]] To change the default file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Changing the default file format in Microsoft Excel 2010 == [[File:DefaultFileFormatExcel2010.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2010]] To change the default file format in Microsoft Excel 2010 , follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Changing the default file format in Microsoft Excel 2007 == [[File:DefaultFileFormatExcel2007.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2007]] To change the default file format in Microsoft Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Related Topics == * [[Troubleshooting Publish Problems]] [[Category: Troubleshooting]] 42bec5b89d29737f979e31602ddf7d6500a59cb8 1808 1804 2015-01-08T23:34:59Z Nic 2 wikitext text/x-wiki == Overview == Most reports in BudgetLink are either in the '''Excel Workbook (*.xlsx)''' or '''Excel Macro-Enabled Workbook (*.xlsm)''' file formats. To resolve various issues, we recommend you set your Microsoft Excel default file format to '''Excel Macro-Enabled Workbook (*.xlsm)''' if possible. == Changing the default file format in Microsoft Excel 2013 == [[File:DefaultFileFormatExcel2013.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2013]] To change the default file format in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Changing the default file format in Microsoft Excel 2010 == [[File:DefaultFileFormatExcel2010.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2010]] To change the default file format in Microsoft Excel 2010, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Changing the default file format in Microsoft Excel 2007 == [[File:DefaultFileFormatExcel2007.png|300px|thumb|right|Changing the default file format in Microsoft Excel 2007]] To change the default file format in Microsoft Excel 2007, follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Save''' entry in the list on the left hand side; # Locate the '''Saves files in this format''' item on the right hand side and set it to '''Excel Macro-Enabled Workbook (*.xlsm)'''. <br clear=all /> == Related Topics == * [[Troubleshooting Publish Problems]] [[Category: Troubleshooting]] 3e1eb5cee985098d116b15768b44596235143af9 6 485 1800 2015-01-08T23:02:41Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 486 1801 2015-01-08T23:02:53Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 487 1802 2015-01-08T23:03:03Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 76 1805 1373 2015-01-08T23:05:03Z Nic 2 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 638d2c0399affbf81f9376931b66ebfc90d06b84 0 488 1814 2015-01-11T22:45:10Z Nic 2 Created page with "== Overview == Microsoft Excel provides an option which allows users to turn on and off the option the option to copy objects with their parent cells. It should always be tur..." wikitext text/x-wiki == Overview == Microsoft Excel provides an option which allows users to turn on and off the option the option to copy objects with their parent cells. It should always be turned on (which is the default). When it is turned off, the publishing functionality of BudgetLink may lose charts. == Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2013 == [[File:CutCopySortInsertedObjectsExcel2013.png|300px|thumb|right|Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2013]] To turn on the option in Microsoft Excel 2013, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Advanced''' entry in the list on the left hand side; # Locate the '''Cut, copy and sort inserted objects with their parent cells''' item on the right hand side and tick it. <br clear=all /> == Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2010 == [[File:CutCopySortInsertedObjectsExcel2010.png|300px|thumb|right|Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2010]] To turn on the option in Microsoft Excel 2010, follow these steps. # Start Excel; # Go to the '''File''' menu and choose '''Options''' # Select the '''Advanced''' entry in the list on the left hand side; # Locate the '''Cut, copy and sort inserted objects with their parent cells''' item on the right hand side and tick it. <br clear=all /> == Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2007 == [[File:CutCopySortInsertedObjectsExcel2007.png|300px|thumb|right|Turning on the option to cut, copy and sort inserted objects with their parent cells in Microsoft Excel 2007]] To turn on the option in Microsoft Excel 2007, follow these steps. # Start Excel; # Click on the '''Office''' button and choose '''Excel Options''' # Select the '''Advanced''' entry in the list on the left hand side; # Locate the '''Cut, copy and sort inserted objects with their parent cells''' item on the right hand side and tick it. <br clear=all /> == Related Topics == * [[Troubleshooting Publish Problems]] [[Category: Troubleshooting]] f0e86e3a37bc4765b0ab933b24909b98db0170db 6 489 1815 2015-01-11T22:50:23Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 490 1816 2015-01-11T22:50:39Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 491 1817 2015-01-11T22:50:52Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 70 1818 1735 2015-01-13T02:42:30Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] f54f39f84a58940a0c229473d31e41a086c3976a 1820 1818 2015-01-13T02:51:42Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] d10a56273d29bcf3ca6f09f6e76dee7c16e3273c 1821 1820 2015-01-13T02:52:07Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 803a29f5e8420d9f9b0ba4940738425bcc6e9256 1825 1821 2015-01-13T02:57:29Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 5f942af4d8b4813d603894738eb9659e7b72efcb 6 492 1819 2015-01-13T02:50:04Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 493 1822 2015-01-13T02:54:57Z Nic 2 Created page with "== Overview == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Exce..." wikitext text/x-wiki == Overview == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. As newer version of Microsoft Excel becomes available, users will also need to upgrade their version of BudgetLink. If you are receiving this error message, you will need to upgrade to the latest version of BudgetLink. You can do so from the following link. [http://accountingaddons.com.au/budgetlink/upgrade] == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Upgrading BudgetLink]] [[Category:Troubleshooting]] 91cbe0d51c83d883e1c87f009875fa2daf3add70 1823 1822 2015-01-13T02:55:12Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. As newer version of Microsoft Excel becomes available, users will also need to upgrade their version of BudgetLink. If you are receiving this error message, you will need to upgrade to the latest version of BudgetLink. You can do so from the following link. [http://accountingaddons.com.au/budgetlink/upgrade] <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Upgrading BudgetLink]] [[Category:Troubleshooting]] 5bfb63faaa6069280ff3fe98624619385c464496 1824 1823 2015-01-13T02:55:36Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink requires Microsoft Excel 2013, 2010 or 2007. As newer version of Microsoft Excel becomes available, users will also need to upgrade their version of BudgetLink. If you are receiving this error message, you will need to upgrade to the latest version of BudgetLink. You can do so from the following link. [http://accountingaddons.com.au/budgetlink/upgrade http://accountingaddons.com.au/budgetlink/upgrade] <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Upgrading BudgetLink]] [[Category:Troubleshooting]] 2242c6edc9275688945b488fa83169c96bf1c145 0 494 1826 2015-01-13T03:21:53Z Nic 2 Redirected page to [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]] wikitext text/x-wiki #REDIRECT [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]] 14a68ca20cc22b2eed6780cf89a288e3c6f8fdd4 0 400 1827 1737 2015-01-14T11:31:06Z Jeff 1 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable this version == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 957c5aa80a2460f26658240127909c91cac1ad2f 1828 1827 2015-01-14T11:38:31Z Jeff 1 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable and use this version == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 3b49bfd75a1a885bf94a990d1311d74f2cd840b8 0 271 1829 1738 2015-01-14T12:21:40Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to Restore the BudgetLink Data File]] ab964c5de427cc67abf16182391d86c408e7de54 1831 1829 2015-01-14T12:24:20Z Jeff 1 /* Restores */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to Restore the BudgetLink Data File]] * [[How to Restore the BudgetLink Data File from a Backup]] 8e71f2404144d635092d5bffaf0cb5977f97dd96 1838 1831 2015-01-14T12:42:48Z Jeff 1 /* Restores */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to Restore the BudgetLink Data File from a Backup]] c75046518d5f16171d16f84d49c13a69697888a2 1843 1838 2015-01-14T22:22:35Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 9b40b7daaf63086e723149c16f3ebb66525f165f 0 496 1832 2015-01-14T12:37:02Z Jeff 1 Created page with "== Overview == BudgetLink stores Budgets and Settings in an Access database called BudgetLink Data.mdb. This database is located in the BudgetLink\System folder. Backups of..." wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database called BudgetLink Data.mdb. This database is located in the BudgetLink\System folder. Backups of this database are created upon closing the software and stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file out of the System Folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] beefac9bfcf37ab7e34425278db269dbff251e3b 1833 1832 2015-01-14T12:38:48Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the BudgetLink\System folder. Backups of this database are are promoted to be created upon closing BudgetLink or before advanced tasks. Backups are stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore from a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file out of the System Folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] 36918889b36f623a706b91589e4f62b3a63f0b86 1834 1833 2015-01-14T12:39:25Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the BudgetLink\System folder. Backups of this database are are promoted to be created upon closing BudgetLink or before advanced procesing. Backups are stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore from a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file out of the System Folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] 530a00e1a41735aabd076ba8866064ab59725e36 1835 1834 2015-01-14T12:39:38Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the BudgetLink\System folder. Backups of this database are are promoted to be created upon closing BudgetLink or before advanced processing. Backups are stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore from a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file out of the System Folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] 74c4f067648ad5fe9dd2c06f2f17ced4ce7cea61 1836 1835 2015-01-14T12:40:52Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the BudgetLink\System folder. Backups of this database are are promoted to be created upon closing BudgetLink or before advanced processing. Backups are stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore from a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file BudgetLink/System/Backup/Databases folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] 17a78dcbb665d2b30c6c4cf2719136a3f783e1b0 1837 1836 2015-01-14T12:41:24Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the BudgetLink\System folder. Backups of this database are are promoted to be created upon closing BudgetLink or before advanced processing. Backups are stored in the BudgetLink\System\Backup\Databases folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up This article describes how to restore from a back up == Procedure == # Close BudgetLink # Open Windows Explorer and browse to the BudgetLink/System folder # Locate the BudgetLink Data.mdb # Move the BudgetLink Data.mdb file BudgetLink/System/Backup/Databases folder # Browse to the BudgetLink/System/Backup/Databases # Locate a back up of BudgetLink Data.mdb file with a date time stamp when BudgetLink was working # Copy the BudetLink Data.mdb file and paste into the System Folder # Rename the file to remove the Date Time Stamp from the beginning of the file name # Restart BudgetLink # Run a Full Get Data == Notes == None. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] 8030591ab4c86138d3f0a2bb4c46eec4f4f7b296 1839 1837 2015-01-14T22:20:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\System\''' folder; # Locate the '''BudgetLink Data.mdb'''; # Move the '''BudgetLink Data.mdb''' file '''\BudgetLink\System\Backup\Databases\''' folder; # Browse to the '''\BudgetLink\System\Backup\Databases\'''; # Locate a back up of '''BudgetLink Data.mdb''' file with a date time stamp when BudgetLink was working; # Copy the '''BudetLink Data.mdb''' file and paste into the '''\BudgetLink\System\''' Folder; # Rename the file to remove the Date Time Stamp from the beginning of the file name; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] 2345819cd3a07ce8469d3b67065ddc503410ac5c 1840 1839 2015-01-14T22:21:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\System\''' folder; # Locate the '''BudgetLink Data.mdb'''; # Move the '''BudgetLink Data.mdb''' file '''\BudgetLink\System\Backup\Databases\''' folder; # Browse to the '''\BudgetLink\System\Backup\Databases\'''; # Locate a back up of '''BudgetLink Data.mdb''' file with a date time stamp when BudgetLink was working; # Copy the '''BudetLink Data.mdb''' file and paste into the '''\BudgetLink\System\''' Folder; # Rename the file to remove the Date Time Stamp from the beginning of the file name; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] d230d8febfbe2eb8ea6022fa34882ff579bb8eb8 1841 1840 2015-01-14T22:22:09Z Nic 2 Nic moved page [[How to Restore the BudgetLink Data File from a Backup]] to [[How to restore the BudgetLink database from a backup]] wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\System\''' folder; # Locate the '''BudgetLink Data.mdb'''; # Move the '''BudgetLink Data.mdb''' file '''\BudgetLink\System\Backup\Databases\''' folder; # Browse to the '''\BudgetLink\System\Backup\Databases\'''; # Locate a back up of '''BudgetLink Data.mdb''' file with a date time stamp when BudgetLink was working; # Copy the '''BudetLink Data.mdb''' file and paste into the '''\BudgetLink\System\''' Folder; # Rename the file to remove the Date Time Stamp from the beginning of the file name; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] d230d8febfbe2eb8ea6022fa34882ff579bb8eb8 0 497 1842 2015-01-14T22:22:09Z Nic 2 Nic moved page [[How to Restore the BudgetLink Data File from a Backup]] to [[How to restore the BudgetLink database from a backup]] wikitext text/x-wiki #REDIRECT [[How to restore the BudgetLink database from a backup]] 1cf4be4aa3078d3bd10bad6606c805ce2abd9834 0 94 1844 1769 2015-01-15T00:30:57Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 10363b68f5f1dc4297cbe20926145462ee8b4b25 0 498 1845 2015-01-15T00:33:31Z Nic 2 Created page with "== Overview == For some users, the Get Data process may fail to read a specific table from MYOB AccountRight Classic. There are different causes as to why this may occur. ==..." wikitext text/x-wiki == Overview == For some users, the Get Data process may fail to read a specific table from MYOB AccountRight Classic. There are different causes as to why this may occur. == Get Data process may fail due to user permissions == The MYOB login used to read your MYOB data file may not have the necessary permissions to read all tables. As a general rule, we recommend that the '''Administrator''' login is used as this ensure all tables can be read. To change the login used to connect to your MYOB data file, see [[Changing how ODBClink connects to your data file]] and [[Connecting ODBClink to MYOB AccountRight 19.10 or Lower]]. == Get Data process may fail due to different versions of MYOB == MYOB AccountRight Classic comes in different editions: Accounting, Accounting Plus, Premier and Enterprise. It also comes in different versions: v18, v19, etc. Not all editions and versions of MYOB comes with all tables. For instance, MYOB Accounting does not include the payroll related tables. Accounting and Accounting Plus do not include multiple currencies. While the MYOB ODBC Driver used is common across all versions. It may be that the table required is only available in one specific edition or version of MYOB. It may also be that this table is required for a specific feature of BudgetLink to work. If the get data process fails and you cannot determine why, we recommend you contact Accounting Addons. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] bacd2494761366b76f3c885f33513038d4ed4dec 1846 1845 2015-01-15T00:35:41Z Nic 2 wikitext text/x-wiki == Overview == For some users, the Get Data process may fail to read a specific table from MYOB AccountRight Classic. There are different causes as to why this may occur. == Get Data process may fail due to user permissions == The MYOB login used to read your MYOB data file may not have the necessary permissions to read all tables. As a general rule, we recommend that the '''Administrator''' login is used as this ensure all tables can be read. To change the login used to connect to your MYOB data file, see [[Changing how BudgetLink connects to your data file]] and [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]]. == Get Data process may fail due to different versions of MYOB == MYOB AccountRight Classic comes in different editions: Accounting, Accounting Plus, Premier and Enterprise. It also comes in different versions: v18, v19, etc. Not all editions and versions of MYOB comes with all tables. For instance, MYOB Accounting does not include the payroll related tables. Accounting and Accounting Plus do not include multiple currencies. While the MYOB ODBC Driver used is common across all versions. It may be that the table required is only available in one specific edition or version of MYOB. It may also be that this table is required for a specific feature of BudgetLink to work. If the get data process fails and you cannot determine why, we recommend you contact Accounting Addons. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 3712a4258af7b18c2706607405737decfa5ca207 0 150 1847 569 2015-01-15T21:56:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To create a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Set''' button; # Enter a '''Name''' and '''Description''' for the job set; # If using the job set for security purposes, untick the '''Create Movement and Balance Data for this Job Set'''; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job set using rules]]. <br clear=all> == Related Topics == * [[Job Sets]] 5b220ab3e42bf66732eb7b95f84573c18d6fa24a 0 153 1848 570 2015-01-15T21:57:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] [[File:EditJobSet.png|300px|thumb|right|Job Set dialogue.]] [[File:EditJobSetRule.png|300px|thumb|right|Job Set Rule dialogue.]] To edit a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to edit and click the '''Edit Job Set''' button; # Update the '''Name''' and '''Description''' for the job set; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Controlling a job set using rules]]; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job set using rules]]. <br clear=all> == Related Topics == * [[Job Sets]] c013af972a47a9831837a8f460754ba813d1d2d0 0 148 1849 559 2015-01-15T21:57:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Sets|job sets]] which can be used to control the list of jobs available. You can permanently remove a job set from BudgetLink if it is no longer needed. == Removing a job set == [[File:ManageJobSets.png|300px|thumb|right|Manage Job Sets dialogue.]] To remove a job set, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job sets. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to remove and click on the '''Remove Job Set''' button on the '''Manage Job Sets''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Job Sets''' dialogue. <br clear=all> == Related Topics == * [[Job Sets]] d5ff799316f16458e0462c0aaf7eba6c2b3abbc6 6 499 1850 2015-01-15T21:59:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 500 1851 2015-01-15T22:00:05Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 501 1852 2015-01-15T22:00:18Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 502 1853 2015-01-15T22:01:13Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Creating a job set == [[File:Manage..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To create a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Group''' button; # Enter a '''Name''' and '''Description''' for the job group; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set Rule''' dialogue; # Click '''OK''' to save and close the '''Job Set''' dialogue; # Click '''Close''' on the '''Manage Job Sets''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] bf332f0655897addb67b3add35aebb106b786b6b 1854 1853 2015-01-15T22:01:55Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Creating a job set == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To create a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Group''' button; # Enter a '''Name''' and '''Description''' for the job group; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Group''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 0d927393fae64e43a214ef276cd4f0172d05e5e8 1857 1854 2015-01-15T22:09:53Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Creating a job group == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To create a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Group''' button; # Enter a '''Name''' and '''Description''' for the job group; # Click the '''Add Rule''' button; # Tick the jobs to include in the job set in the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Group''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 711bd1c7476f769a1be968295288f960cb05d6c8 1861 1857 2015-01-15T22:10:49Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Creating a job group == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To create a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Job Group''' button; # Enter a '''Name''' and '''Description''' for the job group; # Click the '''Add Rule''' button; # Tick the jobs to include in the job group in the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group Rule''' dialogue; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Group''' dialogue. === Notes === * There are many types of rules that can be added to a job group. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 64c4c24917a2e2a05a10da89ca1434478aff0ead 0 503 1855 2015-01-15T22:07:33Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Editing a job set == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To edit a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to edit and click the '''Edit Job Group''' button; # Update the '''Name''' and '''Description''' for the job group; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Controlling a job group using rules]]; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Groups''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 2e5b267041eb0ca1cca1ac1c959f9e1f52d5b821 1858 1855 2015-01-15T22:10:01Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Editing a job group == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To edit a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Select the job set to edit and click the '''Edit Job Group''' button; # Update the '''Name''' and '''Description''' for the job group; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Controlling a job group using rules]]; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Groups''' dialogue. === Notes === * There are many types of rules that can be added to a job set. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 01fe72edf2576287e2d65a44813e5710805d7c84 1860 1858 2015-01-15T22:10:40Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. == Editing a job group == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] [[File:EditJobGroup.png|300px|thumb|right|Job Group dialogue.]] [[File:EditJobGroupRule.png|300px|thumb|right|Job Group Rule dialogue.]] To edit a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to edit job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Select the job group to edit and click the '''Edit Job Group''' button; # Update the '''Name''' and '''Description''' for the job group; # Edit the list of rules using either '''Add Rule''', '''Edit Rule''' or '''Remove Rule'''. For more information, see [[Controlling a job group using rules]]; # Click '''OK''' to save and close the '''Job Group''' dialogue; # Click '''Close''' on the '''Manage Job Groups''' dialogue. === Notes === * There are many types of rules that can be added to a job group. For more information, see [[Controlling a job group using rules]]. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] af5e9efe7f92f4726f9d0a359213c9a815c96f89 0 504 1856 2015-01-15T22:09:20Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. You can permanently remove a job set from..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. You can permanently remove a job set from BudgetLink if it is no longer needed. == Removing a job set == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] To remove a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Select the job group to remove and click on the '''Remove Job Group''' button on the '''Manage Job Groups''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Job Groups''' dialogue. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 5c92025e4a7b043a88e7418c47e464f7e7526240 1859 1856 2015-01-15T22:10:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. You can permanently remove a job group from BudgetLink if it is no longer needed. == Removing a job group == [[File:ManageJobGroups.png|300px|thumb|right|Manage Job Groups dialogue.]] To remove a job group, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Jobs''' item in the menu; # Click on the '''Manage Job Groups''' button; # Log in as the '''Administrator''' if prompted; # Select the job group to remove and click on the '''Remove Job Group''' button on the '''Manage Job Groups''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Job Groups''' dialogue. <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 88ff71ce9a7cdffb0580dfbfb6e98e76762e53ae 0 281 1862 1259 2015-01-15T22:20:33Z Jeff 1 /* How to use this report */ wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]]. It displays figures for the current period, the year-to-date period and the full year period across the page and displays your [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. == How to use this report == There are many more comparisons that this report can produce. To do so, click on the [[Editing the layout of reports|Layout]] button and select from one of the following items. * Previous Period * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ca465c97685ef15b20a0df7d2dd7cfcddc715a5d 0 505 1863 2015-01-15T22:20:36Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. Many rules can be added to a job group to..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. Many rules can be added to a job group to determine which jobs will be included in the job group. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. In other words, exclude rules are stronger than include rules. As such, if you create a job group where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Selecting header jobs == When selecting header jobs, all children and grand-children of the header jobs are considered selected. This applies when including or excluding jobs and allows you to build rules purely using the headers for speed purpose. Of note, if you include the header job and the detail job underneath, the detail job will only be included once. == Using lists to select jobs == [[File:JobGroupRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a '''list''' by ticking the jobs that you wish to include (or exclude). This approach is particularly suited when the jobs sit in various areas of the complete list. To select jobs using the list approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''List''' in the '''Selection Type''' dropdown; # Tick the jobs to include or exclude; # Click '''OK'''; <br clear=all> == Using a range to select jobs == [[File:JobGroupRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a '''range'''. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. This approach is particularly suited when the jobs sit in a specific area of the complete list. To select jobs using the range approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Range''' in the '''Selection Type''' dropdown; # Select the first job to in the '''From''' dropdown; # Select the last job to in the '''To''' dropdown; # Click '''OK'''; <br clear=all> == Keyword Approach == [[File:JobGroupRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. This approach is particularly suited if your jobs are named in such a way that specific keywords can be used. As an example, entering the word '''Maintenance''' will include all jobs which contain the text '''Maintenance'''. To select jobs using the keyword approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Keyword''' in the '''Selection Type''' dropdown; # Type in the '''Keyword''' with which to select; # Click '''OK'''; <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 3bff97ed38d65a520273a7c27b37764f76243065 6 506 1864 2015-01-15T22:22:24Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 507 1865 2015-01-15T22:22:46Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 508 1866 2015-01-15T22:23:41Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 194 1867 737 2015-01-15T22:25:56Z Nic 2 wikitext text/x-wiki == Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow you to add job headers, they typically do not allow you to create your own aggregations or different hierarchies. To solve this problem, Job groups can be created to sum any number of jobs together. The source jobs are chosen using rules which provide flexibility and automation. == Managing Job Groups == BudgetLink allows you to create any number of account sets. For more information, see the following topics: * [[Creating a job group]]; * [[Editing a job group]]; * [[Removing a job group]]. == Using job groups on reports == Once job groups are created, BudgetLink has the capability to control the job group that appear on a report. For more information, see [[Customising a report to use a specific job group]]. == Related Topics == * [[Job Sets]] 78225cfd9c42a4c3500cf0885788c8130f365d65 1871 1867 2015-01-15T22:32:19Z Nic 2 wikitext text/x-wiki == Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow you to add job headers, they typically do not allow you to create your own aggregations or different hierarchies. To solve this problem, Job groups can be created to sum any number of jobs together. The source jobs are chosen using rules which provide flexibility and automation. == Managing Job Groups == BudgetLink allows you to create any number of account sets. For more information, see the following topics: * [[Creating a job group]]; * [[Editing a job group]]; * [[Removing a job group]]. == Using job groups on reports == Once job groups are created, BudgetLink has the capability to control the job group that appear on a report. For more information, see [[Customising a report to show values for a specific job group]]. == Related Topics == * [[Job Sets]] 49e83ebae3b084f5649e5de016f0d8e571646a72 1872 1871 2015-01-15T22:33:11Z Nic 2 wikitext text/x-wiki == Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow you to add job headers, they typically do not allow you to create your own aggregations or different hierarchies. To solve this problem, Job groups can be created to sum any number of jobs together. The source jobs are chosen using rules which provide flexibility and automation. == Managing Job Groups == BudgetLink allows you to create any number of account sets. For more information, see the following topics: * [[Creating a job group]]; * [[Editing a job group]]; * [[Removing a job group]]. == Using job groups on reports == Once job groups are created, BudgetLink has the capability to control the job group that appear on a report. For more information, see [[Customising a report to show values for a specific job group]]. == Changing the default prefix of job groups == For ease of locating job groups, all job groups get assigned the default prefix of 'GROUP - '. If you wish to change this prefix, see [[Changing the default prefix of job groups]]. == Related Topics == * [[Job Sets]] 49e22cc4ff45c1d88242dc5c674f4b50461bd67e 0 509 1868 2015-01-15T22:30:05Z Nic 2 Created page with "== Overview == [[File:CustomiseJobGroup.png|300px|thumb|right|Customise dialogue to show a specific job group]] Customising a report to show a specific job group is done in ..." wikitext text/x-wiki == Overview == [[File:CustomiseJobGroup.png|300px|thumb|right|Customise dialogue to show a specific job group]] Customising a report to show a specific job group is done in much the same way as when selecting a specific job. == How to customise a report to show values for a specific job group == To customise a report to show values for a specific job group , follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' tab at the top of the dialogue; # Select the '''Job''' within the list on the left-hand side; # Locate the job group in the list on the right-hand side and select it; # Click '''OK''' and view your report. == Notes == * For ease of locating, all job groups get assigned the default prefix of 'GROUP - '. If you wish to change this prefix, see [[Changing the default prefix of job groups]]. == Related Topics == * [[Job Groups]] [[Category:How To Guides]] 0897b64d27db5b4a82dc41f51df288783b4d63bb 1870 1868 2015-01-15T22:32:03Z Nic 2 Nic moved page [[Customising a report to use a specific job group]] to [[Customising a report to show values for a specific job group]] without leaving a redirect wikitext text/x-wiki == Overview == [[File:CustomiseJobGroup.png|300px|thumb|right|Customise dialogue to show a specific job group]] Customising a report to show a specific job group is done in much the same way as when selecting a specific job. == How to customise a report to show values for a specific job group == To customise a report to show values for a specific job group , follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' tab at the top of the dialogue; # Select the '''Job''' within the list on the left-hand side; # Locate the job group in the list on the right-hand side and select it; # Click '''OK''' and view your report. == Notes == * For ease of locating, all job groups get assigned the default prefix of 'GROUP - '. If you wish to change this prefix, see [[Changing the default prefix of job groups]]. == Related Topics == * [[Job Groups]] [[Category:How To Guides]] 0897b64d27db5b4a82dc41f51df288783b4d63bb 6 510 1869 2015-01-15T22:31:29Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 511 1873 2015-01-15T22:45:21Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 512 1874 2015-01-15T22:46:40Z Nic 2 Created page with "[[File:JobGroupPrefix.png|300px|thumb|right|Changing the default prefix of job groups via the User Options dialogue]] == Overview == For ease of locating job groups, all job..." wikitext text/x-wiki [[File:JobGroupPrefix.png|300px|thumb|right|Changing the default prefix of job groups via the User Options dialogue]] == Overview == For ease of locating job groups, all job groups get assigned the default prefix of 'GROUP - '. However, this prefix can be changed. == Changing the default prefix of job groups == To change the defaultr prefix of job groups, follow these steps. # Go to BudgetLink '''Menu'''; # Click on the '''30. Settings''' entry in the menu; # Click on the '''Options''' entry in the menu; # Click on the '''User Options''' button; # From the User Options dialogue, select '''Jobs''' on the list in the left-hand side; == Related Topics == * [[Job Groups]] [[Category:How To Guides]] e5133706d94598818a5a0d584c91d70d10f8ef35 0 513 1875 2015-01-15T23:28:32Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. You can p..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. You can permanently remove an account hierarchy from BudgetLink if it is no longer needed. == Removing an account hierarchy == [[File:ManageAccountHierarchy.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To remove an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to remove and click on the '''Remove Account Hierarchy''' button on the '''Manage Account Hierarchies''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] e096658b347a8caf50ee0021e20c61141e2b2dc5 1876 1875 2015-01-15T23:31:48Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. You can permanently remove an account hierarchy from BudgetLink if it is no longer needed. == Removing an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To remove an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove job groups. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to remove and click on the '''Remove Account Hierarchy''' button on the '''Manage Account Hierarchies''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 2007096fb8a13e394996c7ebd18ac7e161e33c28 6 514 1877 2015-01-15T23:31:58Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 515 1878 2015-01-15T23:32:09Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 516 1879 2015-01-15T23:32:19Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 517 1880 2015-01-15T23:32:32Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 518 1881 2015-01-15T23:32:44Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 194 1882 1872 2015-01-15T23:33:19Z Jeff 1 /* Managing Job Groups */ wikitext text/x-wiki == Overview == The job groups functionality allows you to define additional job headers in order to report your data in different ways. While most accounting packages allow you to add job headers, they typically do not allow you to create your own aggregations or different hierarchies. To solve this problem, Job groups can be created to sum any number of jobs together. The source jobs are chosen using rules which provide flexibility and automation. == Managing Job Groups == BudgetLink allows you to create any number of Job Groups. For more information, see the following topics: * [[Creating a job group]]; * [[Editing a job group]]; * [[Removing a job group]]. == Using job groups on reports == Once job groups are created, BudgetLink has the capability to control the job group that appear on a report. For more information, see [[Customising a report to show values for a specific job group]]. == Changing the default prefix of job groups == For ease of locating job groups, all job groups get assigned the default prefix of 'GROUP - '. If you wish to change this prefix, see [[Changing the default prefix of job groups]]. == Related Topics == * [[Job Sets]] 3e03ad0e735409cd8bf3b671a88272b3913839c1 0 519 1883 2015-01-15T23:48:45Z Nic 2 Created page with "== Overview == BudgetLink has the ability to multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. =..." wikitext text/x-wiki == Overview == BudgetLink has the ability to multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 570cda7d3ba62eedb8c6fb2c76e4d2859c7f149e 1886 1883 2015-01-15T23:51:01Z Nic 2 Nic moved page [[Creating an account hierarchy]] to [[Creating a new account hierarchy from scratch]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink has the ability to multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 570cda7d3ba62eedb8c6fb2c76e4d2859c7f149e 1888 1886 2015-01-15T23:53:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 70494ac24348c8110092e4505bdd094e47130476 0 513 1884 1876 2015-01-15T23:50:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. You can permanently remove an account hierarchy from BudgetLink if it is no longer needed. == Removing an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To remove an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to remove and click on the '''Remove Account Hierarchy''' button on the '''Manage Account Hierarchies''' dialogue; # Click on '''Yes''' to confirm removal; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 0eb1b2545c5a66694ed18bb3b2f8ab4c1799e88e 0 191 1885 734 2015-01-15T23:50:51Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Importing an account hierarchy from a data file]]; * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] a3dab8b81ff4138bcd262fcadce79628d03bbb24 1887 1885 2015-01-15T23:53:15Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy based on your data file]]; * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Removing an account hierarchy]]. == Applying Account Hierarchies == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Editing the account hierarchy mappings]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] ee9eec9508d48733629785d8b713737f5e37392e 1895 1887 2015-01-16T00:11:05Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy based on your data file]]; * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Removing an account hierarchy]]. == Mapping your data file's accounts to the account hierarchy == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Mapping your data file's accounts to the account hierarchy]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account hierarchy gets used on a report]]. == Related Topics == * [[Account Sets]] 103d9b6fbc59ef2ca87b04d1fe8e3a63467c2455 1896 1895 2015-01-16T00:12:12Z Nic 2 wikitext text/x-wiki == Overview == The account hierarchies functionality allows you to define additional chart of accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy based on your data file]]; * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Removing an account hierarchy]]. == Mapping your data file's accounts to the account hierarchy == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Mapping your data file's accounts to the account hierarchy]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising a report to show a specific account hierarchy]]. == Related Topics == * [[Account Sets]] 1045a378fabcce4cbb0ab02085063811a5ff0a52 0 520 1889 2015-01-15T23:56:37Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your report..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Rather than [[Creating a new account hierarchy from scratch]], BudgetLink also provides the ability to create a new account hierarchy based on your data file's chart of accounts. == Creating an account hierarchy based on your data file's == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To Creating an account hierarchy based on your data file's, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Import from Data File''' button; # Select the '''Data File''' to used as starting point; # Once imported, select the new account hierarchy and click '''Edit Account Hierarchy'''; # Restructure your chart of accounts as required; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 7ce7cc05e38afb3d437364c6efd23b27d9489807 0 521 1890 2015-01-15T23:57:42Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your report..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Editing an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To edit an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to edit and click '''Edit Account Hierarchy'''; # Restructure your chart of accounts as required; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 0ffa6117a484176325ea2738e2e3ae5cb29155c7 0 522 1891 2015-01-16T00:03:28Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLi..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported to a separate file which can be importanted in an another installation of BudgetLink (and even the same installation). See [[Importing an account hierarchy from a file]] for more information. == Exporting an account hierarchy to a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To export an account hierarchy to a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to export and click on the '''Export to File''' button on; # Select the file location to save (by default it will be saved in the \BudgetLink\System\Resources\Account Hierarchies\ folder); # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Importing an account hierarchy from a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 0b4c226e3b5bba68f7d8f6095a7076f0678f00e1 1893 1891 2015-01-16T00:07:52Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported to a separate file which can be imported into an another installation of BudgetLink (and even the same installation). See [[Importing an account hierarchy from a file]] for more information. == Exporting an account hierarchy to a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To export an account hierarchy to a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to export and click on the '''Export to File''' button on; # Select the file location to save (by default it will be saved in the \BudgetLink\System\Resources\Account Hierarchies\ folder); # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Importing an account hierarchy from a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] dee9972cb9ebdb4b14256991420760d4fa58fc9b 0 523 1892 2015-01-16T00:07:36Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLi..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Import from File''' button and select the account hierarchy to import (by default it will be look in the \BudgetLink\System\Resources\Account Hierarchies\ folder); # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] aa0e8f47b7c0b3749f0d2634c1316d01055b5d4a 0 48 1894 1700 2015-01-16T00:07:58Z Jeff 1 /* MYOB Budget */ wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. This feature is not currently available for MYOB AccountRight Live === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. === Restoring a budget from a backup === A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. For more information see [[Restoring Budgets from a Backup]]. == Notes == None. == Related Topics == * [[Versions]] a1d7977d648446832bf926267794c5d1767483b0 6 524 1897 2015-01-16T00:14:29Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 525 1898 2015-01-16T00:15:03Z Nic 2 Created page with "== Overview == [[File:CustomiseAccountHierarchy.png|300px|thumb|right|Customising a report to show a specific account hierarchy]] Customising a report to show a specific job..." wikitext text/x-wiki == Overview == [[File:CustomiseAccountHierarchy.png|300px|thumb|right|Customising a report to show a specific account hierarchy]] Customising a report to show a specific job group is done in much the same way as when selecting a specific job. == How to customise a report to show a specific account hierarchy == To customise a report to show a specific account hierarchy, follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' tab at the top of the dialogue; # Select the '''Account Hierarchy''' entry within the list on the left-hand side; # Choose the account hierarchy to use; # Click '''OK''' and view your report. == Notes == * The '''Original''' account hierarchy avaialble in the list reprensents the chart of account from your data file. == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 55311c8dbdb98677698ac19188414e5e7ce16047 1899 1898 2015-01-16T00:15:54Z Nic 2 wikitext text/x-wiki == Overview == [[File:CustomiseAccountHierarchy.png|300px|thumb|right|Customising a report to show a specific account hierarchy]] You can choose which account hierarchy is used on reports when customizing a report. == How to customise a report to show a specific account hierarchy == To customise a report to show a specific account hierarchy, follow these steps. # Click on the '''Customise''' button; # Select the '''Filters''' tab at the top of the dialogue; # Select the '''Account Hierarchy''' entry within the list on the left-hand side; # Choose the account hierarchy to use; # Click '''OK''' and view your report. == Notes == * The '''Original''' account hierarchy available in the list reprensents the chart of account from your data file. == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] f3aca9c8485d2553896e5c167ad7d7f3b64bdc95 0 526 1900 2015-01-16T00:31:54Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your report..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Before the account hierarchy can be used, your data file's accounts must be mapped to it. == Mapping your data file's accounts to the account hierarchy == [[File:EditAccountHierarchyMappings.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To map your data file's accounts to the account, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Edit Account Hierarchy Mappings''' button; # Log in as the '''Administrator''' if prompted; # If multiple account hierarchies exist, select the account hierarchy to which to map; # If multiple data files exist, select the data file from which to map; # Select the account from your data file on the right-hand side; # Select the account hierarchy account to which to map on the left-hand side; # Click the '''Map''' button; # Repeat the process until all accounts have been mapped; # Click '''OK''' to save the mappings. <br clear=all> == Mapping your data file's accounts by using the Map by Number or Map by Name buttons == [[File:EditAccountHierarchyMappingByNumber.png|300px|thumb|right|Mapping accounts by number or name]] When mapping your accounts, you can also map your accounts by number or name. Using the '''Map by Number''' button will automatically map the selected accounts where the account number matches. Using the '''Map by Name''' button will automatically map the selected accounts where the names match. To map your data file's accounts using the Map by Number or Map by Name buttons, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Map by Number''' or '''Map by Name''' button; # Confirm the mappings used by ticking or unticking the results in the confirmation dialogue; # Click '''OK''' to apply the mappings. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 65cd98a2b0ef690be914591e333385f1e5a25872 1901 1900 2015-01-16T00:34:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Before the account hierarchy can be used, your data file's accounts must be mapped to it. == Mapping your data file's accounts to the account hierarchy == [[File:EditAccountHierarchyMapping.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To map your data file's accounts to the account, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Edit Account Hierarchy Mappings''' button; # Log in as the '''Administrator''' if prompted; # If multiple account hierarchies exist, select the account hierarchy to which to map; # If multiple data files exist, select the data file from which to map; # Select the account from your data file on the right-hand side; # Select the account hierarchy account to which to map on the left-hand side; # Click the '''Map''' button; # Repeat the process until all accounts have been mapped; # Click '''OK''' to save the mappings. <br clear=all> == Mapping your data file's accounts by using the Map by Number or Map by Name buttons == [[File:EditAccountHierarchyMappingByNumber.png|300px|thumb|right|Mapping accounts by number or name]] When mapping your accounts, you can also map your accounts by number or name. Using the '''Map by Number''' button will automatically map the selected accounts where the account number matches. Using the '''Map by Name''' button will automatically map the selected accounts where the names match. To map your data file's accounts using the Map by Number or Map by Name buttons, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Map by Number''' or '''Map by Name''' button; # Confirm the mappings used by ticking or unticking the results in the confirmation dialogue; # Click '''OK''' to apply the mappings. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 4d749d3116c9a5615c1fd13e4ffd717fe542aabe 0 132 1902 1439 2015-01-16T02:02:27Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some things must be configured correctly on your machine. In most situations, users do not experience any problems. The purpose of this guide is to assist those who have problems. == Test the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] ea96380f1762036837c590b9e3e6274af1a1be8e 0 346 1903 1431 2015-01-16T02:03:26Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a Compatible Driver does not exist then Install the ODBC Driver # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 35922eefa373c0b7613d5bd94c67141a60bea135 1904 1903 2015-01-16T02:04:23Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then Install the ODBC Driver # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 40ae92c226ee909df0d4d34ef924d89633177cd5 1905 1904 2015-01-16T02:05:27Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 334b172c15b479acc7188ca28277c224681ccd87 1906 1905 2015-01-16T02:05:43Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 73b91244465672bab3a6ebc93ef18a7c55523b1b 1907 1906 2015-01-16T02:06:06Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ** If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 0d03a773fa268efcf2d48eaf87a4c524c630e237 1908 1907 2015-01-16T02:06:21Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 334b172c15b479acc7188ca28277c224681ccd87 1909 1908 2015-01-16T02:06:55Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 3627c51c7407fb20301cf3e76c3b7056c982fa3d 0 94 1910 1844 2015-01-16T02:09:02Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. ==== Error messages when connecting to MYOB AccountRight Live ==== * [[Errors occurred connecting to the (Data File Name) data file]] === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 752fb65e3908255653f52cddec01c395e43021a6 1916 1910 2015-01-16T02:18:32Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]] === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. ==== Error messages when connecting to MYOB AccountRight Live ==== * [[Errors occurred connecting to the (Data File Name) data file]] === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 234fe5b1b8ec52dc59d2dc842d03b81be7c378a3 1917 1916 2015-01-16T02:19:07Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. ===[[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]]=== === MYOB AccountRight Classic 19.10 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. ==== Error messages when connecting to MYOB AccountRight Live ==== * [[Errors occurred connecting to the (Data File Name) data file]] === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 600dd6164bc8a28b54f33ae01b3b1a322527fe28 1919 1917 2015-01-16T02:21:53Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. ===[[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]]=== === MYOB AccountRight Classic 19.10 or lower === === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 4d14ee0b273fb51b80670064a145418a41f4a6e2 1920 1919 2015-01-16T02:22:15Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. ===[[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]]=== === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 7084d29cffe359587c521543a0129dab2faf79e4 0 527 1911 2015-01-16T02:10:45Z Jeff 1 Created page with "This error typically occurs when there is an issue with the MYOB ODBC Driver See Trouble shooting the ODBC Driver for more information [[Category:Troubleshooting]]" wikitext text/x-wiki This error typically occurs when there is an issue with the MYOB ODBC Driver See Trouble shooting the ODBC Driver for more information [[Category:Troubleshooting]] f3a920bb7919232b2521eac31b21f50373fad011 1912 1911 2015-01-16T02:12:07Z Jeff 1 wikitext text/x-wiki This error typically occurs when there is an issue with the MYOB ODBC Driver See [[Troubleshooting the MYOB ODBC driver]] for more information. If after following that link does not assist then please contact us for further instructions [[Category:Troubleshooting]] 7ca3057e2421b0e758ede4e4d9c50cf3b399d33a 1913 1912 2015-01-16T02:12:35Z Jeff 1 wikitext text/x-wiki This error typically occurs when there is an issue with the MYOB ODBC Driver See [[Troubleshooting the MYOB ODBC driver]] for more information. If after following the instructions in that link does not resolve the issue then please contact us for further instructions [[Category:Troubleshooting]] 9a5a87a61817beb67fb1075cf65ef5d714aeff0e 1914 1913 2015-01-16T02:13:01Z Jeff 1 wikitext text/x-wiki This error typically occurs when there is an issue with the MYOB ODBC Driver To start with see [[Troubleshooting the MYOB ODBC driver]] for more information. If after following the instructions in that link does not resolve the issue then please contact us for further instructions [[Category:Troubleshooting]] 20d6d0409c2e2b610341d7235cdf0d8e21a6db73 1915 1914 2015-01-16T02:15:45Z Jeff 1 wikitext text/x-wiki This error typically occurs when there is an issue with the MYOB ODBC Driver To start with see [[Troubleshooting the MYOB ODBC driver]] for more information. If after following the instructions in that link does not resolve the issue then please [http://accountingaddons.com.au/services/consulting-and-support/ Request Support] and one of our team will be in contact with you. [[Category:Troubleshooting]] ea2d3ff448268443649b0c25b2092aab9860462c 0 528 1918 2015-01-16T02:19:43Z Jeff 1 Created page with "For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correct..." wikitext text/x-wiki For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. ==== Error messages when connecting to MYOB AccountRight Live ==== * [[Errors occurred connecting to the (Data File Name) data file]] a77696ce221fa4047d72b8b6c4e149668fa0fb09 0 36 1921 1048 2015-01-16T06:10:29Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == Cash Based Reporting Drill Down Balance Sheet by Job Job Groups == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 9184dc0e7fa89ef0debf19b38eb45b63895f3803 1923 1921 2015-01-16T06:12:54Z Jeff 1 /* Un-supported Features */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * Cash Based Reporting * Drill Down * Balance Sheet by Job * Job Groups * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 50ae26199087b36c35420ef3d4370c529d2cdb49 1926 1923 2015-01-16T06:18:46Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals Cash|Cash Based Reporting]] * Drill Down * Balance Sheet by Job * Job Groups * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 1a3db3ada37f838cd3682a8f5bc40c538a31bbca 1927 1926 2015-01-16T06:19:02Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals-Cash|Cash Based Reporting]] * Drill Down * Balance Sheet by Job * Job Groups * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 43c10586250b7e96ffb88f360c0ab10fda998ca3 0 335 1922 1432 2015-01-16T06:11:45Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. Not all functionality is available all versions. To see what functionality is available in your version click on your relevant product for more information * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] 615c68cd8d9b18dd6a51f6ca2fea6cc5930cb094 0 202 1924 782 2015-01-16T06:15:19Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Supported Accounting Software == * MYOB AccountRight Classic == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down aae22b1443f1b9ca3c870ccd6a6489a2c926d446 1925 1924 2015-01-16T06:16:27Z Jeff 1 /* Supported Accounting Software */ wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Supported Accounting Software == * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down 7c0a4337cdb380efe66b13958cf16a1f5da56858 0 36 1928 1927 2015-01-16T06:19:20Z Jeff 1 /* Un-supported Features */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * Drill Down * Balance Sheet by Job * Job Groups * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 9c2e39d56a3a43fb0898d20e4588c23061adae65 1929 1928 2015-01-16T06:20:42Z Jeff 1 /* Un-supported Features */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * Balance Sheet by Job * Job Groups * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 395e13fb98436e5088ee5e6a0eee2c5fc32d8b90 1934 1929 2015-01-16T06:30:02Z Jeff 1 /* Un-supported Features */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * [[Accruals]] === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 6ccbb06065105cf423b0652aa5d8dde552a0bfd3 1935 1934 2015-01-16T06:31:31Z Jeff 1 /* Supported Features */ wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2014 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == c2902dc64cbce19c0567c3db43e2a7cb790df055 0 110 1930 1597 2015-01-16T06:22:51Z Jeff 1 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == 2eee71c67ae782b98bf8259e30622bf1e888b63f 1931 1930 2015-01-16T06:25:20Z Jeff 1 /* Accounting Software */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == eaeafd0d080e9b0f660085258ac31c1438bced6c 1932 1931 2015-01-16T06:26:23Z Jeff 1 /* Accounting Software */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == e8752be840510bad799c7ac59251f9b2be127c81 1933 1932 2015-01-16T06:27:59Z Jeff 1 /* Accounting Software */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == fd00889b33daa9ea0666117a4cfbaba6d88854e1 0 281 1936 1862 2015-01-17T00:25:51Z Jeff 1 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] with variances It displays values for the Month To Date (MTD), Year To Date (YTD) and the Full Year across the page and displays your [[Accounts|profit and loss accounts]] down the page. The Layout can also be edited to display other comparisons such as Last Year MTD, Last Year YTD, Previous Period and Average Comparison == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. ** The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == How to use this report == === Customise the Report === # Click the Customise Button to display the Customise Form # Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency # Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type === Change the Layout === Click the [[Layout]] button to change the columns that display in the report The Major columns in this report are: * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average The Minor columns are: * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Drill Down === Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Functionality== Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition This report is available in the Free Edition with the following functionality excluded The Layout Button is lock == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ca7e6132272111955f95c8137f7c7413e2564de2 1937 1936 2015-01-17T00:26:13Z Jeff 1 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] with variances It displays values for the Month To Date (MTD), Year To Date (YTD) and the Full Year across the page and displays your [[Accounts|profit and loss accounts]] down the page. The Layout can also be edited to display other comparisons such as Last Year MTD, Last Year YTD, Previous Period and Average Comparison == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == How to use this report == === Customise the Report === # Click the Customise Button to display the Customise Form # Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency # Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type === Change the Layout === Click the [[Layout]] button to change the columns that display in the report The Major columns in this report are: * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average The Minor columns are: * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Drill Down === Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Functionality== Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition This report is available in the Free Edition with the following functionality excluded The Layout Button is lock == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] f17a468f631e18e07450e675d4b8872dfe6499ea 1938 1937 2015-01-17T00:27:40Z Jeff 1 /* Customise the Report */ wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Actual]] versus [[Budgets]] or other [[Versions]] with variances It displays values for the Month To Date (MTD), Year To Date (YTD) and the Full Year across the page and displays your [[Accounts|profit and loss accounts]] down the page. The Layout can also be edited to display other comparisons such as Last Year MTD, Last Year YTD, Previous Period and Average Comparison == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == How to use this report == === Customise the Report === Click the Customise Button to display the Customise Form ==== Filters ==== Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency ==== Options ==== Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type === Change the Layout === Click the [[Layout]] button to change the columns that display in the report The Major columns in this report are: * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average The Minor columns are: * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Drill Down === Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Functionality== Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition This report is available in the Free Edition with the following functionality excluded The Layout Button is lock == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 9007fc57bf5714861af8c586547a7089b2678465 1939 1938 2015-01-17T00:35:29Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare [[Versions]] (Actuals and Budgets) across different time periods. It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page. Under each Period Section it has Actual, Budget and Variances. It has [[Accounts|Profit and Loss Accounts]] down the page. It has off the Page filters including, Company, Year, Job, Category, Year and Period == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == How to use this report == === Customise the Report === Click the Customise Button to display the Customise Form ==== Filters ==== Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency ==== Options ==== Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type === Change the Layout === Click the [[Layout]] button to change the columns that display in the report The Major columns in this report are: * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average The Minor columns are: * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Drill Down === Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Functionality== Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition This report is available in the Free Edition with the following functionality excluded The Layout Button is lock == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 44961bb6cce6cedff0f7955048dc94c7651935a6 1940 1939 2015-01-17T00:36:59Z Jeff 1 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare Profit and Loss [[Versions]] (Actuals and Budgets) across different time periods. It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page. Under each Period Section it has Actual, Budget and Variances. It has [[Accounts|Profit and Loss Accounts]] down the page. It has off the Page filters including, Company, Year, Job, Category, Year and Period == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == How to use this report == === Customise the Report === Click the Customise Button to display the Customise Form ==== Filters ==== Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency ==== Options ==== Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type === Change the Layout === Click the [[Layout]] button to change the columns that display in the report The Major columns in this report are: * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average The Minor columns are: * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Drill Down === Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Functionality== Full functionality is a available in the Ultimate Edition The following functionality is limited in the Free Edition This report is available in the Free Edition with the following functionality excluded The Layout Button is lock == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] c85844996396e3f6e42f8493a065a01bb87187c1 1941 1940 2015-01-17T00:46:56Z Jeff 1 wikitext text/x-wiki == Overview == [[File:ProfitAndLossBudgetAnalysisReport.png|300px|thumb|right|Budget Analysis Report]] The Budget Analysis report allows you to compare Profit and Loss [[Versions]] (Actuals and Budgets) across different time periods. It has Period Sections including Month To Date (MTD), Year To Date (YTD) and the Full Year across the page. Under each Period Section it has Actual, Budget and Variances. It has [[Accounts|Profit and Loss Accounts]] down the page. It has off the Page filters including, Company, Year, Job, Category, Year and Period == How to open this report == To open this report, follow these steps. # From the '''Menu''', click on '''12. Profit and Loss Reports'''; # Click on '''Budget Analysis''' report. The report will open as a separate Workbook and the Customise Form will display. See below for more instructions on how to filter the reports == Customise the Report == Click the Customise Button to display the Customise Form === Filters === Click the Filters Tab to set the following Filters * Actual Version * Budget Version * Forecast Version * Company * Account Hierarchy * Account Set * Financial Year * Period * Jobs * Categories * Currency === Options === Click the Options tab to set the following filters * All Accounts * Account Level * Account Numbers * Subtotals * Blank Rows * Comments * GP % of Income * Variance $ Type * Variance % Type == Change the Report Layout == Click the [[Layout]] button to change the columns that display in the report === Major Columns === * Previous Period * Selected Period (Default) * Year to Date (Default) * Historical and Budgeted Data * Full Year Budget * Last Year * Average * Last Year YTD * Weekly Average === Minor Columns === * Actual * Budget * Variance * Variance % * Comments * Spacer * Forecast * Forecast Variance * Forecast Variance % * Jul * Aug * Sep * Oct * Nov * Dec * Jan * Feb * Mar * Apr * May * Jun * Total === Save Layouts === It is possible to copy this report as a separate sheet and, change the layout and == Drill Down == Double click on a cell with either Actuals or Budgets to see Transactions or Inputs that make up that number == Publish Board Reports == Click the Publish button to add this report to a Board Pack or save a Snap shot as values at a point in time == Capture Comments == Comments can be captured and stored for variances To view comments you must first enable Comments in the Report filters == Advanced Customisation == In the BudgetLink Tool bar click on the Expand button to view the workings of the report From here you have access to change functionality like fonts, columns, formulas etc It is also possible to edit the Customise button to control what and how Customise Filter appear == Related Topics == * [[Profit and Loss Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 4e78fd8c3ea3767388e1b8009f33af2e2b968141 0 529 1942 2015-01-17T01:31:08Z Jeff 1 Created page with "A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios" wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios 1345ce19503e911e9f370d53b502e143fe9c912c 1943 1942 2015-01-17T01:32:24Z Jeff 1 wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios Version Can be selected from the [[Customise Reports|Customise]] button Versions can be managed via [[Version Control]] 3b553a61192a3efd11b141459c7cf8271fb21d1b 1944 1943 2015-01-17T01:33:47Z Jeff 1 wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios Can have a type of either Actual, Budget, or Cash Flow Version Can be selected from the [[Customise Reports|Customise]] button Versions can be managed via [[Version Control]] Adjustment Versions allow you to adjust one version with another 70ee83d6a9bdd953ee556a85e7aa3fd68ecf686c 0 132 1945 1902 2015-01-19T03:47:18Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Test the MYOB ODBC driver using the TestConnection tool from MYOB == MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 3fa76388c4d910e35df657a432a25cafc5b767d9 1946 1945 2015-01-19T03:49:11Z Jeff 1 /* Test the MYOB ODBC driver using the TestConnection tool from MYOB */ wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] c592d5bfd21574dc3c04be1da9b52969d779d121 1947 1946 2015-01-19T03:50:59Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[BudgetLink could not find a valid ODBC Driver to connect to the [MYOB Name] data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 426efe6273ba480b6678a92406f2577bb9044b92 1948 1947 2015-01-19T03:51:23Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 22c36fc74cff09f4c95249cfd2588735a56a5687 1949 1948 2015-01-19T03:51:52Z Jeff 1 /* Specific ODBC Connection Error Messages */ wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d63947f89230e2b12a8ad852e9a61284cb71dd9f 1950 1949 2015-01-19T03:52:52Z Jeff 1 /* Specific ODBC Connection Error Messages */ wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2014 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d2efa1cc12ed91ab32f71a76f5d047d17a296c11 0 530 1951 2015-01-19T03:53:47Z Jeff 1 Created page with "This typically indicates that the MYOB ODBC Driver has not been installed Recommended actions are 1) Test the ODBC Driver 2)" wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed Recommended actions are 1) Test the ODBC Driver 2) 25556cc7da5cb86920db24ba11251f0edf844924 1952 1951 2015-01-19T03:54:30Z Jeff 1 wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed. Recommended actions are: # Test the ODBC Driver # If the ODBC Driver does not exist then install it b89e3892951382d625b6dccb92119c43df05ff0b 1953 1952 2015-01-19T03:55:58Z Jeff 1 wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed. Recommended actions are: # [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB|Test the ODBC Driver]] # If the ODBC Driver does not exist then install it 5c1c8a33986b4f4aeb1039ae06c16b47be4d7666 1954 1953 2015-01-19T03:57:59Z Jeff 1 wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed. Recommended actions are: # [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB|Test the ODBC Driver]] and then follow the instructions to resolve it 669d45ec41b50a881d4a3f947d7894a2c2ef9844 0 271 1955 1843 2015-01-19T22:58:31Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 9c55d32550a9bc2bc812ac4e996799635202bf95 0 531 1956 2015-01-19T23:07:48Z Jeff 1 Created page with "== Overview == BudgetLink is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # Choo..." wikitext text/x-wiki == Overview == BudgetLink is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # Choose a folder in drop box that you can share with others. It must be a folder that does not have a parent folder being shared. == Procedure == # When installing BudgetLink there is an option to choose the path. # Copy that path so that you keep the BudgetLink version number # Browse to where you want BudgetLink to be installed # Then proceed with the installation === Notes === <br clear=all> == Related Topics == fe3c8a78e1db30737606be1f8e2ae2d4bd6cebe7 1962 1956 2015-01-19T23:28:32Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # Choose a folder in drop box that you can share with others. It must be a folder that does not have a parent folder being shared. == Procedure == # When installing BudgetLink there is an option to choose the path. # Copy that path so that you keep the BudgetLink version number # Browse to where you want BudgetLink to be installed # Then proceed with the installation === Notes === <br clear=all> == Related Topics == c5cb8c6398d28c1a6f45f4dd930b3440d5dd8837 1965 1962 2015-01-19T23:37:23Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # Choose a folder in drop box that you can share with others. It must be a folder that does not have a parent folder being shared. == Procedure == # When installing BudgetLink there is an option to choose the path. # Copy that last folder name in the path so that you keep the BudgetLink version number ie /BudgetLink v2015.1.1.127 # Browse to Drop Box. ## If you want BudgetLink installed at the Top level then paste the BudgetLink Folder name. ie Dropbox/BudgetLink v2015.1.1.127 ## Or choose another location and then paste the name # Then proceed with the BudgetLink installation in this path === Notes === <br clear=all> == Related Topics == 7367acdfa3212928cb89f79769e9d2d560caf3b2 1966 1965 2015-01-19T23:40:40Z Jeff 1 /* Preparation */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # If you don't have a Drop Box compatible version of BudgetLink installed then to get the latest version click [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] and complete the form and then follow instructions. == Procedure == # When installing BudgetLink there is an option to choose the path. # Copy that last folder name in the path so that you keep the BudgetLink version number ie /BudgetLink v2015.1.1.127 # Browse to Drop Box. ## If you want BudgetLink installed at the Top level then paste the BudgetLink Folder name. ie Dropbox/BudgetLink v2015.1.1.127 ## Or choose another location and then paste the name # Then proceed with the BudgetLink installation in this path === Notes === <br clear=all> == Related Topics == 02739f54c6f75dc346352d4f4f4f958bff65953d 1967 1966 2015-01-19T23:43:15Z Jeff 1 wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # If you don't have a Drop Box compatible version of BudgetLink installed then to get the latest version click [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] and complete the form and then follow instructions. == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == f8870a4c954e27eb07c90de434680c0a5029c62d 1968 1967 2015-01-19T23:45:02Z Jeff 1 wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # If you don't have a Drop Box compatible version of BudgetLink installed then to get the latest version click [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] and complete the form and then follow instructions. BudgetLink v3.49.0.116 == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == 307f836e8d22b5d2e91b3f87a24454960fbf8c67 1969 1968 2015-01-19T23:45:43Z Jeff 1 /* Preparation */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that you have a Drop Box compatible version of BudgetLink Installed] == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == a4f7f4803b755f950198970ce51e94ace8215912 1970 1969 2015-01-19T23:45:52Z Jeff 1 /* Preparation */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that you have a Drop Box compatible version of BudgetLink Installed]] == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == 30f20dff6f766143a5a31bf019906bc83bf18ecc 1971 1970 2015-01-19T23:46:23Z Jeff 1 /* Preparation */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == e7082008390bc93b0c414e779cfcf2d661106107 1974 1971 2015-01-19T23:55:32Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # Move your BudgetLink folder from it's current location to DropBox. # Share the Drop Box folder with people who you want to share BudgetLink with === Notes === <br clear=all> == Related Topics == 3c27ef15702497ea38ce4ec448d1d78c52feab8a 1975 1974 2015-01-20T00:00:48Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # Move your BudgetLink folder from it's current location to DropBox folder. To do this follow the steps below: ## Locate your BudgetLink folder. It is installed on the C: drive by default ## Cut the BudgetLink folder ## Open you Dropbox folder ## Paste the BudgetLink into it # Share the Drop Box folder with people who you want to share BudgetLink with. To Share a Drop box folder follow the steps below ## From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder ## Uncheck Allow editors to manage membership of this folder ## Enter the email address of the people you want to share BudgetLink with ## Choose Can Edit ## Click Share folder === Notes === <br clear=all> == Related Topics == 276cba665e52c820f2dbf3c143e443f444ab4a4e 1976 1975 2015-01-20T00:02:38Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] To do this follow the steps below: ## Locate your BudgetLink folder. It is installed on the C: drive by default ## Cut the BudgetLink folder ## Open you Dropbox folder ## Paste the BudgetLink into it # Share the Drop Box folder with people who you want to share BudgetLink with. To Share a Drop box folder follow the steps below ## From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder ## Uncheck Allow editors to manage membership of this folder ## Enter the email address of the people you want to share BudgetLink with ## Choose Can Edit ## Click Share folder === Notes === <br clear=all> == Related Topics == f68900849d6c0347215c1ddb56a4a4586f246420 0 532 1957 2015-01-19T23:17:31Z Jeff 1 Created page with "== Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to check. == Procedure == # From you Start Menu go to A..." wikitext text/x-wiki == Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to check. == Procedure == # From you Start Menu go to All Programs to display the program files. If installed it will show as Dropbox in the list # If it does not exist the [[Install Drop Box]] === Notes === <br clear=all> == Related Topics == 4179a7fc5dd338a45a05b5210544aaae8bd8ba4a 1963 1957 2015-01-19T23:32:01Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to check if it is installed. == Procedure == # From you Start Menu go to All Programs to display the program files. If installed it will show as Dropbox in the list # If it does not exist the [[Install Drop Box]] === Notes === <br clear=all> == Related Topics == 22c3d37680ab786cb29fc22209b52011b70d4b22 1964 1963 2015-01-19T23:32:14Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to check if it is installed. == Procedure == # From you Start Menu go to All Programs to display the program files. If installed it will show as Dropbox in the list # If it does not exist then [[Install Drop Box]] === Notes === <br clear=all> == Related Topics == 8a7ebace33e99677bbebe90dbd2f440117a14a55 0 533 1958 2015-01-19T23:20:24Z Jeff 1 Created page with "== Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to install it. == Procedure == # Click this link https..." wikitext text/x-wiki == Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to install it. == Procedure == # Click this link https://www.dropbox.com/downloading # If it does not exist the [[Install Drop Box]] === Notes === <br clear=all> == Related Topics == 950016c7702281875a9b6a6fd8bcd56caf11361f 1959 1958 2015-01-19T23:23:13Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share BudgetLink on Drop Box, it must first be installed. This support note explains how to install it. == Overview == To share BudgetLink using [[https://www.dropbox.com/|Dropbox]], it must fist be installed. This support note explains how to download the software. == Procedure == # To start the download click this link https://www.dropbox.com/downloading # Follow the instructions to install it === Notes === <br clear=all> == Related Topics == 34091d4c34635727534fb38a4c776663aef6fdf0 1960 1959 2015-01-19T23:23:52Z Jeff 1 wikitext text/x-wiki == Overview == To share BudgetLink using [[https://www.dropbox.com/|Dropbox]], it must fist be installed. This support note explains how to download the software. == Procedure == # To start the download click this link https://www.dropbox.com/downloading # Follow the instructions to install it === Notes === <br clear=all> == Related Topics == 42779ba57dda4174a9dffdd45e11dff05cdb774f 1961 1960 2015-01-19T23:25:38Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == To share BudgetLink using [https://www.dropbox.com/ Dropbox], it must fist be installed. This support note explains how to download the software. == Procedure == # To start the download click this link https://www.dropbox.com/downloading # Follow the instructions to install it === Notes === <br clear=all> == Related Topics == c89fdb07fc799438a497fc526c1889e6525a3931 0 534 1972 2015-01-19T23:49:42Z Jeff 1 Created page with "If you want to share BudgetLink using drop box then you must be using v3.49.0.116 or higher To check, start BudgetLink. The version number will display in the Excel Caption (T..." wikitext text/x-wiki If you want to share BudgetLink using drop box then you must be using v3.49.0.116 or higher To check, start BudgetLink. The version number will display in the Excel Caption (Top of Excel Window) To get the latest Dropbox compatible version of BudgetLink click [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink], complete the form and then follow instructions. 80e132afa7cbf75cb6df0d554e41e5f3702bb1b3 1973 1972 2015-01-19T23:50:08Z Jeff 1 wikitext text/x-wiki If you want to share BudgetLink using drop box then you must be using v3.49.0.116 or higher To check, start BudgetLink. The version number will display in the Excel Caption (Top of Excel Window) To get the latest Dropbox compatible version of BudgetLink click [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink], complete the form and then follow instructions. 5b2229ed08e945d56dfdfe2cebcaf965d37c7206 0 535 1977 2015-01-20T00:03:04Z Jeff 1 Created page with "== Procedure == # Locate your BudgetLink folder. It is installed on the C: drive by default # Cut the BudgetLink folder # Open you Dropbox folder # Paste the BudgetLink into it" wikitext text/x-wiki == Procedure == # Locate your BudgetLink folder. It is installed on the C: drive by default # Cut the BudgetLink folder # Open you Dropbox folder # Paste the BudgetLink into it 428548fe4a84a15f58814708ff1d2a3117f48c0d 0 531 1978 1976 2015-01-20T00:04:44Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] To Share a Drop box folder follow the steps below ## From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder ## Uncheck Allow editors to manage membership of this folder ## Enter the email address of the people you want to share BudgetLink with ## Choose Can Edit ## Click Share folder === Notes === <br clear=all> == Related Topics == 1267103ef5bce7e9b70ee0cef0fac0496d8c350b 1979 1978 2015-01-20T00:04:56Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Drop Box. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === <br clear=all> == Related Topics == 5969aa11d4e340c6c097f3ffa472eb0ab63658e1 1981 1979 2015-01-20T00:05:54Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. Because Drop Box synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === <br clear=all> == Related Topics == 5c89b4f1e6b5664a392374027a0e2f229d066e33 1982 1981 2015-01-20T00:06:17Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. Because Dropbox synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === <br clear=all> == Related Topics == ec3b56b95010775fe327bc283dad3bf0f2be0d1d 0 536 1980 2015-01-20T00:05:23Z Jeff 1 Created page with "== Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder..." wikitext text/x-wiki == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder d1cc28298b6dc5ba06f4604b9ba3376a87f7b825 0 271 1983 1955 2015-01-20T00:07:49Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 4723b0c07e038fa383b720e05d1b47e2c56e7728 1986 1983 2015-01-20T00:25:31Z Jeff 1 /* Transfers */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 608bbcd47ca495768a51c8d9d1128a170d1e2277 2013 1986 2015-01-29T03:01:40Z Jeff 1 /* Budgets */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter budgets into BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 9a7931d091b8c4166e7e8d017a4a3879437c893a 2015 2013 2015-01-29T03:03:34Z Jeff 1 /* Budgets */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 657227b726b5598c58ec8ddaaa5104820b0931bc 2017 2015 2015-01-29T22:50:34Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How create custom report template]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 3549fd1c17f462955040e45b514c7dbf18df503a 2018 2017 2015-01-29T22:51:40Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How create custom report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 875ff9bda0a6772a058a5a2f28c100f1f02d8943 2019 2018 2015-01-29T22:52:45Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 05f5ed95a0725fbf7fd536c7e576ae7b791b29e9 0 69 1984 1790 2015-01-20T00:22:55Z Jeff 1 /* Troubleshooting Guides */ wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 61615c18171cd26d34f34b37bcb2c0f2ed8949ac 1988 1984 2015-01-20T00:27:10Z Jeff 1 /* Troubleshooting Guides */ wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] [[Category:Troubleshooting]] 4666e847e91cb73078a0b4caf250d39f3842d380 0 464 1985 1781 2015-01-20T00:23:25Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is made up of Excel Workbooks with Macros and databases saved in a folder. Microsoft Excel is the application which BudgetLink runs within. Moving BudgetLink to another computer is a matter of moving the BudgetLink folder. Transfer keys are required if moving other computer. The process is the same if moving to another folder on the same computer. == How to move BudgetLink to another folder == # Locate the BudgetLink folder. The default path is C:\BudgetLink [Edition Name] [Version Number]; # Cut the Folder; # Paste into the new location. Note, we suggest preserving BudgetLink folder name so that the Edition and Version can be identified; # Start BudgetLink. Click on the BudgetLink.exe file within the BudgetLink folder. # If you want a short cut placed on your desktop then click yes when prompted # If you have moved BudgetLink to another Computer a Transfer Key form will appear. This will display for 14 days within which you must enter a transfer key to continue using using BudgetLink on that computer. Please note that fees may apply before a transfer key is issued. # Click Request/Buy Transfer Key and follow the prompts. # A Transfer Key will be generated and returned via email. Allow up to 48 hours turn around time # If you don't receive the transfer key email then first check your junk mail folder. If it has not arrived then contact us at registrations@accountingaddons.com.au * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to a new machine or folder]] b29962f9f2950eff5cc4bc6417d4822d89d8eb28 0 88 1987 1352 2015-01-20T00:26:08Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. * [[How to transfer BudgetLink to another location (Folder / Computer)]] ef69daf2608498f0fae1bcd8a56a68add545e226 0 537 1989 2015-01-20T00:27:54Z Jeff 1 Created page with " [[Don't have the Budgeted data after transferring]]" wikitext text/x-wiki [[Don't have the Budgeted data after transferring]] 459f985e433ffded1649116a7cfa36044d755af0 0 538 1990 2015-01-20T00:31:18Z Jeff 1 Created page with "If you have Transferred BudgetLink and find that the budget data is not there any more then here are some of the reasons *When you reconnected to your accounting data, the ex..." wikitext text/x-wiki If you have Transferred BudgetLink and find that the budget data is not there any more then here are some of the reasons *When you reconnected to your accounting data, the existing BudgetLink Data File Connection (containing your budgets) was deleted rather than edited. If this is the case then you will need to restore the BudgetLink Data.mdb file from a back up. bf5be3c743062c56e67ace2acb3c082ce81f212a 1991 1990 2015-01-20T00:33:32Z Jeff 1 wikitext text/x-wiki When transferring budget link to a new folder the whole solution including budget data is copied across. If you have Transferred BudgetLink and find that the budget data is not there any more then here are some of the reasons: === The Budget data was deleted when reconnecting to your accounting data. === When you reconnected to your accounting data, the existing BudgetLink Data File Connection (containing your budgets) was deleted rather than edited. If this is the case then you will need to restore the BudgetLink Data.mdb file from a back up. 2def37bc36bb43e5caaee78d7b620da66165b2d4 0 110 1992 1933 2015-01-20T01:30:39Z Jeff 1 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down you will need to [[Enable the Advanced Accruals]] version == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == d2fec32373c09ffee5668e7175cb269a857cca5a 1993 1992 2015-01-20T01:31:04Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down you will need to [[Enable the Advanced Accruals Version]] == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == f9cdfe89d51d8b955c70bbeb5a7d16d8f3556254 1994 1993 2015-01-20T01:31:32Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down you will need to [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == 61a1aed9444ccb8090ac14cf831d4d3a9c328fd7 1997 1994 2015-01-20T01:45:05Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down, [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] first. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2014 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == 5181866be94c6f7dd9813cee35c1eefa63252661 0 539 1995 2015-01-20T01:44:04Z Jeff 1 Created page with "== Overview == BudgetLink can retrieve actual accrual data at different levels of detail. If you want to drill down to view the line memo in the Drill Down then the Advanced A..." wikitext text/x-wiki == Overview == BudgetLink can retrieve actual accrual data at different levels of detail. If you want to drill down to view the line memo in the Drill Down then the Advanced Accruals version is required This version pulls data from individual transactions where the lime memo is stored rather then pulling data from the summarised ledger data Please note that this can increase the get data time slow down the get data process and the performance of BudgetLink. == Procedure == # From the BudgetLink Menu click Settings > Options and Administration > Set User Options # Untick Disable Accruals Version (Advanced) # Click Save # Click OK # Click Close # Go back to the Menu # Click Get Data # Choose Full Get Data # Click OK # Test the Drill Down. The Line memo should now exist fefc7016dde55ead9202fd4e3124e33d2d866c45 1996 1995 2015-01-20T01:44:23Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink can retrieve actual accrual data at different levels of detail. If you want to drill down to view the line memo in the Drill Down then the Advanced Accruals version is required This version pulls data from individual transactions where the lime memo is stored rather then pulling data from the summarised ledger data Please note that this can increase the get data time slow down the get data process and the performance of BudgetLink. == Procedure == # From the BudgetLink Menu click Settings > Options and Administration > Set User Options # Untick Disable Accruals Version (Advanced) # Click Save # Click OK # Click Close # Go back to the Menu # Click Get Data # Choose Full Get Data # Click OK # Test the Drill Down. The Line memo should now appear 761a65e0ffce9ea04101ecaab913cee6465155dc 0 94 1998 1920 2015-01-22T22:20:40Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. ===[[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]]=== === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue == Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 1bd70325f03af1215f4c9cca7f5e9276a4243964 1999 1998 2015-01-22T22:21:49Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. ===[[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower| MYOB AccountRight Classic 19.10 or lower]]=== === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] aece4cde78e82fbda322147dc617c76c8c134cc2 2005 1999 2015-01-22T22:37:53Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2014 or lower === For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 9edca264a0a51dc2b51185c55cec464988310fcb 2006 2005 2015-01-22T22:43:33Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2014 or lower === To troubleshoot problems with MYOB AccountRight Live 2014 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] ==== Error messages when connecting to MYOB AccountRight Live ==== The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] fd80ed714a156d9f6beb837cef9a53c3572cbe80 2008 2006 2015-01-22T22:45:01Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2014 or lower === To troubleshoot problems with MYOB AccountRight Live 2014 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] c8f100261685b3b9384d27f85b59dcb1c14f0393 0 540 2000 2015-01-22T22:27:33Z Nic 2 Created page with "== Overview == Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically clos..." wikitext text/x-wiki == Overview == Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. == Configuring BudgetLink to automatically close the get data progress dialogue == To configure BudgetLink to automatically close the progress dialogue, follow these steps. # Start BudgetLink and cancel any get data prompts displayed at startup; # From the main menu, select '''30. Settings''', then '''Options and Administration'''; # Click on the '''Set User Options''' dialogue; # Select the '''Get Data''' section in the list on the left-hand side; # Tick the option '''Hide Get Data Progress Form on Finish'''; # Click the '''Save''' button; # Click the '''Close''' button; # Return to the Main Menu and run a Get Data. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 2ea68106f0b7fed84db0859dff2a0e4d8812f291 2002 2000 2015-01-22T22:30:44Z Nic 2 wikitext text/x-wiki == Overview == Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. == Configuring BudgetLink to automatically close the get data progress dialogue == [[File:GetDataOptionsCloseOnFinish.png|300px|thumb|right|Options dialogue]] To configure BudgetLink to automatically close the progress dialogue, follow these steps. # Start BudgetLink and cancel any get data prompts displayed at startup; # From the main menu, select '''30. Settings''', then '''Options and Administration'''; # Click on the '''Set User Options''' dialogue; # Select the '''Get Data''' section in the list on the left-hand side; # Tick the option '''Hide Get Data Progress Form on Finish'''; # Click the '''Save''' button; # Click the '''Close''' button; # Return to the Main Menu and run a Get Data. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] a225c4331d7228ed46ae1dfb84d2a5c72d0b6ec3 6 541 2001 2015-01-22T22:29:56Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 528 2003 1918 2015-01-22T22:35:48Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic 19.10 or lower. == ODBC Driver == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 76bafc64568d30e885690fdfa4c85ef5c50d0d8d 2004 2003 2015-01-22T22:35:57Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic 19.10 or lower. == ODBC Driver == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 4f88f89f73139fe3c341eea97ba2fee195a077d9 0 542 2007 2015-01-22T22:44:53Z Nic 2 Created page with "== Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other ..." wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. For more information, see the following topics. * [[Could not obtain the list of data files error message]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] c29536eb37e0c378425c0a1e796b1a17299b5f2c 0 120 2009 1596 2015-01-26T01:54:43Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19.10 or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 3ddca07898865ae0d85024a20ed9c6a585d80b9f 2010 2009 2015-01-26T01:56:06Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight 19.10 or lower or Higher */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or lower == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19.10 or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] cc1fc15e463cc00e39496fd7038a544e8c2903e6 2011 2010 2015-01-26T02:00:19Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight 19.10 or lower */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight 19.10 or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19.10 or Lower]] To connect BudgetLink with MYOB AccountRight 19.10 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19.10 or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 6ba24b1911956d36f7879032a83bb3c1e8c9f7a0 0 79 2012 1548 2015-01-28T22:18:04Z Jeff 1 /* IMPORTANT NOTE */ wikitext text/x-wiki == IMPORTANT NOTE== '''THIS ARTICLE ONLY APPLIES TO BUDGETLINK OLDER THAN V3.46.0.113''' == Overview == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] While BudgetLink can run on Microsoft Excel 2003, 2007, 2010 and 2013, it used to require the 32-bit version of those products to be installed. The main reason for this was that both the MYOB ODBC driver and the QuickBooks QBFC object library are 32-bit only. Note that BudgetLink can run on 64-bit machines, but Microsoft Office must be 32-bit. If you tried to run BudgetLink on a 64-bit version, you would receive a compile error when BudgetLink first start. Also note that Microsoft Excel 2003 and 2007 are only available as 32-bit versions and are not affected by this issue. If you do have Microsoft Office installed as a 64-bit version, you may need to uninstall it and install the 32-bit version which is located on the same disk. == How to check the version of Microsoft Excel 2010 == [[File:CheckVersionExcel2010.png|300px|thumb|right|Checking the version of Microsoft Excel 2010]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Help''' entry in the list; The full version number, including 32-bit or 64-bit version is listed on the right hand side of the screen. <br clear=all /> == How to check the version of Microsoft Excel 2013 == [[File:CheckVersionExcel2013.png|300px|thumb|right|Checking the version of Microsoft Excel 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Account''' entry in the list; # Click on the '''About Excel''' button; The full version number, including 32-bit or 64-bit version is listed in the first line. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] ff1c3e8bc20b47f69625cf60673e9a2eab80de35 0 55 2014 1704 2015-01-29T03:02:59Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter or edit your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == * [[Using Source Values to Build Budgets]] * [[Adjusting Budgets]] == Related Topics == * [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] * [[Importing Budgets|How to import Budgets from existing Excel Workbooks]] * [[Exporting Budget Data|How to export data ready from import into MYOB]] b13b94913f58b5af006ef3402cbfbf2bb3e6c4a7 2016 2014 2015-01-29T03:07:37Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter or edit your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * If the cells show up and yellow that means all the inputs are at the detail level and you can edit the numbers. If they show up as white then it indicates that one of the dimensions includes a header and the numbers cannot be edited at that level * If you have already captured budgets they will appear in the budget entry screen and can be edited directly * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == * [[Using Source Values to Build Budgets]] * [[Adjusting Budgets]] == Related Topics == * [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] * [[Importing Budgets|How to import Budgets from existing Excel Workbooks]] * [[Exporting Budget Data|How to export data ready from import into MYOB]] 2bb89fc67473eb8989d35d4e78782c069bce7faa 0 543 2020 2015-01-29T22:58:30Z Jeff 1 Created page with "== Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report == Procedure == # Make changes to the ..." wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report == Procedure == # Make changes to the way you want your report # Change the columns that display in the report using the Layout button # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance 2d6f952df2a14e19910ba911d00835b545f32d23 2021 2020 2015-01-29T23:00:20Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report == Procedure == # Make changes to the way you want your report # Change the columns that display in the report using the Layout button # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original b3ec93935eff91c24240376ccff3ce9dab341e27 0 273 2022 1688 2015-02-09T04:13:15Z Jeff 1 /* Advanced Reports */ wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == Category Reports == Related Topics == * [[Features]] [[Category:Reports]] 313297f93ec96c7e328abb14e793f23a50aa9c9a 2023 2022 2015-02-09T04:14:18Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Features]] [[Category:Reports]] 5be14591bdbb43ec469e7a2b5691b7261e1eaa1e 0 544 2024 2015-02-09T04:19:22Z Jeff 1 Created page with "== Overview == The Category Reports pack contains the following reports: * [[Profit and Loss by Category Report]] == Tip == Did you know that most reports within BudgetLin..." wikitext text/x-wiki == Overview == The Category Reports pack contains the following reports: * [[Profit and Loss by Category Report]] == Tip == Did you know that most reports within BudgetLink can be used to produce category reports. So long as your are licensed to run category budgets, use the [[Customising Reports|customise button]] and select the relevant Category to report on. == Related Topics == * [[Reports]] == Trouble Shooting == If numbers only appear in No Category then if you are using MYOB AccountRight 2014 or Xero you will need to change the Version: filter from Actual to Actual (Categories) [[Category:Reports]] 8787a1cbfbb427b6a85182f78048ba9567c47b17 2027 2024 2015-02-09T04:25:02Z Jeff 1 wikitext text/x-wiki == Overview == The Category Reports pack contains the following reports: * [[Profit and Loss by Category Report]] == Tip == Did you know that most reports within BudgetLink can be used to produce category reports. So long as your are licensed to run category budgets, use the [[Customising Reports|customise button]] and select the relevant Category to report on. == Related Topics == * [[Reports]] [[Category:Reports]] d7ffd13c4a3de8ad92f205eca1e9244b45770a0d 0 545 2025 2015-02-09T04:24:17Z Jeff 1 Created page with "== Overview == The Profit and Loss by Category report displays your [[Accounts|profit and loss accounts]] down the page and your [[Categories]] across the page. It allows you..." wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|profit and loss accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Job Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] ec7a5d9e644ed826c6257b02211ef9149c910b82 2026 2025 2015-02-09T04:24:41Z Jeff 1 wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|profit and loss accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Category Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 2741df36d91256c901417a88e789f6e514e9e728 0 545 2028 2026 2015-02-09T04:25:44Z Jeff 1 wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|profit and loss accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Category Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] == Trouble Shooting == If numbers only appear in No Category then if you are using MYOB AccountRight 2014 or Xero you will need to change the Version: filter from Actual to Actual (Categories) [[Category:Reports]] b3533a0783fb3f2f0c8d60ab62db03b8174eaa7a 2029 2028 2015-02-09T04:26:10Z Jeff 1 wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|Profit and Loss Accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Category Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] == Trouble Shooting == If numbers only appear in No Category then if you are using MYOB AccountRight 2014 or Xero you will need to change the Version: filter from Actual to Actual (Categories) [[Category:Reports]] 8a7e0c81dd9e11b5d9b445702ed4f021734ea1d2 0 271 2030 2019 2015-02-10T01:10:14Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 951a85f119494c2ab4cece43a7cf699261935d29 0 546 2031 2015-02-10T01:13:09Z Nic 2 Created page with "== Overview == BudgetLink does allow you to produce profit and loss reports for customers. This uses the ability to link jobs to customers using the '''Linked Customer''' fie..." wikitext text/x-wiki == Overview == BudgetLink does allow you to produce profit and loss reports for customers. This uses the ability to link jobs to customers using the '''Linked Customer''' field. Before customer-based reports can work, customers must be enabled. == How to enable customers for customer-based reports == [[File:CustomerOptions.png|300px|thumb|right|Customer Options]] To enable customers for customer-based reports , follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Customers''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Customers'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data|Full Get Data]]. <br clear=all /> === Notes === * Only specific reports have been enhanced to work with customers. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 6f5e10eefd0d2aefc7287a29b7d423a308c151b2 6 547 2032 2015-02-10T01:15:08Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 2033 1785 2015-02-10T03:12:51Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.2.1.128]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 94d1b1f570a0a3e48ef35990351304fe33c9e4e2 0 204 2034 1786 2015-02-10T03:13:08Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 82838ae16eeb21e051520327a4434a2b7b58a9fd 0 548 2035 2015-02-10T03:15:45Z Nic 2 Created page with "BudgetLink v2015.1.1.127 was released on 10/02/2015 and focused enhancements for the startup and menu. == Enhancements == '''Publish''' * Fixed issue with publishing which l..." wikitext text/x-wiki BudgetLink v2015.1.1.127 was released on 10/02/2015 and focused enhancements for the startup and menu. == Enhancements == '''Publish''' * Fixed issue with publishing which lose charts. Set the option to copy objects with cells to true prior to publishing. '''Menu''' * Fixed issue with menu which lose buttons. Set the option to copy objects with cells prior to copying sheet. * Enhance menu to work as a single browsable workbook. '''Startup''' * Add Startup.xlsm workbook. * Add error message if using newer version of Excel than 2013. * AddonsLink Lists changed file format from XLS to XLSM to support more records. '''MYOB AccountEdge''' * Enhanced MAC interface to have access to Linked Customer ID * Enhanced customer code to work with latest version of MYOB Classic and MYOB MAC. '''MYOB AccountRight Live''' * Enhanced get data process to handle security settings of IE 10 and 11 relating to MYOB AccountRight Live. '''Filters''' * Fixed issue when selecting header accounts using filters. '''Licensing''' * Enhanced the manage registration keys dialogue to refresh the list of keys when viewing a key, as a key can be added from the next dialogue. * Resolved issue with serial number not being issued prior to showing upgrade dialogues. * Trial key will be stored in registry and recalled to prevent indefinite trials. * Added option to disable customers list. == Related Topics == * [[BudgetLink version archive]] 1c44e490b52ca4e04f5e1defc47af151c4bf9ff6 0 259 2036 1018 2015-02-10T23:03:02Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountEdge]] data file. However, before you do, you need to export the data out of MYOB AccountEdge. You will also need to export the data out of MYOB AccountEdge each and every time you want to see the latest information from MYOB. The data you need to export from MYOB AccountEdge comes from two sources: * File exports; * Reports saved as tab-delimited files. The data you need to export are: * Accounts; * Jobs; * Journal Records; * Linked accounts. You can also export the following data for more advanced functionality: * Customers. Before exporting the data, create a folder to contain the exported files. == Exporting Accounts from MYOB AccountEdge == To export the Accounts from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Accounts List Detail''' report and click '''Customise'''; # Set the '''Accounts''' dropdown to '''All'''; # Set the '''Tax Codes''' dropdown to '''All'''; # Set the '''As Of''' field to the last date of the previous financial year (e.g. choose 30/06/2013 if your current financial year is 2014); # Select the '''Report Fields''' tab; # Tick to include all the fields; # Select the '''Finishing''' tab; # Tick '''Include $0.00 Balances'''; # Tick '''Include Inactive Accounts'''; # Click '''Display'''; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_Accounts.txt'''; # Click '''Save'''. == Exporting Jobs from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Jobs'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Jobs.txt'''; # Click '''Save'''. == Exporting Journal Records from MYOB AccountEdge == To export the journal records from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Transaction Journals'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Set the '''Source Journal''' to '''All'''; # Ensure the '''Dated From''' and '''To''' fields are blank; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_JournalRecords.txt'''; # Click '''Save'''. == Exporting Linked Accounts from MYOB AccountEdge == To export the linked accounts information from MYOB AccountEdge, follow these steps. # From the MYOB command center, click on the '''Reports''' button; # Select the '''Accounts''' tab; # Select the '''Linked Accounts''' report and click '''Customise'''; # Leave all the defaults intact and click the '''Display''' button; # From the report preview screen, click the '''Send-To''' button and choose '''Tab-Delimited Text File...'''; # Browse to the export data folder and name the file '''MAC_LinkedAccounts.txt'''; # Click '''Save'''. == Exporting Customers from MYOB AccountEdge == To export the jobs from MYOB AccountEdge, follow these steps. # From the MYOB menu, go to '''File \ Export Data \ Cards \ Customer Cards'''; # Set the '''Export File Format''' to '''Tab-delimited'''; # Set the '''First Record is''' field to '''Header Record'''; # Click the '''Continue''' button; # Click the '''Match All''' button to include all fields; # Click the '''Export''' button; # Browse to the export data folder and name the file '''MAC_Customers.txt'''; # Click '''Save'''. == Video == This getting started video will show you how to connect BudgetLink with MYOB AccountEdge. {{#ev:youtube|fTiPmz79Z0Y|560|left|BudgetLink Getting Started for MYOB AccountEdge}} <br clear=all /> == Related Topics == * [[Connecting BudgetLink to MYOB AccountEdge]] 30ae8db682c57b21952077213595786a691a4613 0 69 2037 1988 2015-02-11T22:33:40Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 77085aca2c5b7fd63de9a9ee4feee35f62ae4909 0 47 2038 769 2015-02-11T22:33:55Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Required folders for auto upload == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the following folders must exist. The default windows setup may not have created them. While these folders do not need to contain anything, they are required by Excel somehow in order to launch correctly. If they are missing, it is possible that the scheduled task will launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 64-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' === Notes === * As stated before, they do not need to contain anything but they must be present. == Required DCOM settings for auto upload == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to allow applications to communicate with each other. In this case, it is use by the task scheduler to talk to Excel. If it is not configured correctly, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). To configure DCOM, follow these steps. # From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config'''; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance e2357f2430175676d01707a0b721865ba896ce98 2046 2038 2015-02-11T23:25:28Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == How to test to ensure Auto Upload can run == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. You can do so by following these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all> == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance fa862b7fa6f7c8ab9d2eabbc47b67258cdde96a2 2047 2046 2015-02-11T23:26:10Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance ed507848a759c9f0707f4c2c5bae4abaa804cec2 2052 2047 2015-02-11T23:37:27Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance 4913e44e704abc1c89fdbf364e1591a120a4b4d3 2055 2052 2015-02-11T23:42:27Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] == Questions == * What happens if the Task does not end? ** Should Settings - Stop the task if it takes longer than 1 hour ? * If the task is already running then Stop the existing instance daa118861876f4d7f4b7cba1b2b617204c8eec54 2056 2055 2015-02-11T23:43:27Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the Auto Upload.xls file in the BudgetLink System folder and click '''Open'''; # The path of the Auto Upload.xls file will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the Auto Upload.xls file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 19987b41dbe572645a6979f95d4f5c91e19ffe61 0 549 2039 2015-02-11T23:17:37Z Nic 2 Created page with "== Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]]..." wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can run manually == We recommend you test the Auto Upload manully to ensure it is running correctly. For more information, see [[Test the Auto Upload can run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload scheduled task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the auto upload scheduled task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 3ee2b75497ec81f2f2a3f36bb7efacbd1498dcea 2040 2039 2015-02-11T23:20:32Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manully to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload scheduled task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the auto upload scheduled task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] ee66489c1ce45043a91a1f954700d69a3500debb 2048 2040 2015-02-11T23:26:16Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload scheduled task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the auto upload scheduled task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 6e24518198b0f0d9345f060b4fe5406aaa1ad157 2049 2048 2015-02-11T23:29:25Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the Auto Upload Scheduled Task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 7265346e62e31b1a9f6937255a5558c0d2a972f5 0 550 2041 2015-02-11T23:21:04Z Nic 2 Created page with "== Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured..." wikitext text/x-wiki == Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. == Test the Auto Upload can be run manually == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] To test the Auto Upload can be run manually, follow these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 99c4aa3bd8734419884686830e13db2dd241c62e 2042 2041 2015-02-11T23:21:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. == Test the Auto Upload can be run manually == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] To test the Auto Upload can be run manually, follow these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 8c9d6d58346bbf6bf359e7316d0d08de53818302 2043 2042 2015-02-11T23:21:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. == Test the Auto Upload can be run manually == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] To test the Auto Upload can be run manually, follow these steps. # Ensure that BudgetLink is closed; # Locate the '''Auto Upload.xls''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 0bea2c4814fa0abcc9109c81c4c0c8c4bc9e668b 0 551 2044 2015-02-11T23:23:21Z Nic 2 Created page with "== Overview == In order for newer versions of windows to run excel spreadsheets as a scheduled task, some folders must exist. The default windows setup may not have created..." wikitext text/x-wiki == Overview == In order for newer versions of windows to run excel spreadsheets as a scheduled task, some folders must exist. The default windows setup may not have created them. While these folders do not need to contain anything, they are required by Excel somehow in order to launch correctly. If they are missing, it is possible that the scheduled task will launch but excel will not run any code or macros (e.g. you will see excel.exe in the task manager but it will be using 0% CPU). This folder is required for Microsoft Excel 32-bit. '''C:\Windows\System32\config\systemprofile\Desktop''' This folder is required for Microsoft Excel 64-bit. '''C:\Windows\SysWOW64\config\systemprofile\Desktop''' === Notes === * As stated before, they do not need to contain anything but they must be present. == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] c8d28dc398e9d2da3eaba2442de488ede49ca09d 0 552 2045 2015-02-11T23:24:42Z Nic 2 Created page with "== Overview == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to a..." wikitext text/x-wiki == Overview == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. DCOM is used to allow applications to communicate with each other. In this case, it is use by the task scheduler to talk to Excel. If DCOM is not configured correctly, it is possible that the task will not even launch (e.g. you will not see excel.exe in the task manager). == Configure DCOM settings for Auto Upload and Scheduled Tasks == [[File:DCOMDialogue.png|300px|thumb|right|DCOM Dialogue]] [[File:DCOMExcelDialogue.png|300px|thumb|right|DCOM Dialogue to configure Microsoft Excel]] To configure DCOM, follow these steps. # From the windows '''Start''' menu, type '''run''', and then '''mmc comexp.msc /32''' for 32-bit excel or '''dcomcnfg''' for 64-bit excel; # Navigate to '''Component Services''', then '''Computers''', then '''My Computer''' and click on '''DCOM Config'''; # Find '''Microsoft Excel Application''', right-click on it and choose '''Properties'''; # In the Security tab, under '''Launch and Activation Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Access Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Security tab, under '''Configuration Permissions''', select '''Customize''', click '''Edit''' and add the required account or user group; # In the Identity tab select '''The launching user''' and ensure the user used for the scheduled task is correct; <br clear=all> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] d321f64f7e6a59a6d2589f8fc092d88534a136a1 0 553 2050 2015-02-11T23:35:47Z Nic 2 Created page with "== Overview == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled..." wikitext text/x-wiki == Overview == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == [[File:AutoUploadSettingsTerminate.png|300px|thumb|right|Configure the Auto Upload Scheduled Task to terminate after a set number of hours]] To configure the Auto Upload Scheduled Task to terminate after a set number of hours, follow these steps. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, find the scheduled task for the Auto Upload process; # Select the '''Settings''' tab; # Ensure the checkbox '''Stop the task if it runs longer than:''' is ticked and choose '''2 hours''' in the dropdown next to it; # Ensure the checkbox '''If the running task does not end when requested, force it to stop''' is ticked; # Click the '''OK''' button to save the changes and close all other dialogues. <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] feaa3d670b86cce67851d37292044b72f9b70f8c 6 554 2051 2015-02-11T23:35:53Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 555 2053 2015-02-11T23:41:31Z Nic 2 Created page with "== Overview == If the Auto Upload task does not run correctly (for various reasons), you can test it by launching the scheduled task yourself. == Test the Auto Upload Schedu..." wikitext text/x-wiki == Overview == If the Auto Upload task does not run correctly (for various reasons), you can test it by launching the scheduled task yourself. == Test the Auto Upload Scheduled Task is configured correctly == [[File:AutoUploadTestScheduledTask.png|300px|thumb|right|Test the Auto Upload Scheduled Task is configured correctly]] To test the Auto Upload Scheduled Task is configured correctly, follow these steps. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, find the scheduled task for the Auto Upload process and right-click on it; # Select the '''Run''' item from the menu and see if it launches and runs correctly. <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 248bbecc117e0d24b5d30fc9fe7259ad5b019bd6 6 556 2054 2015-02-11T23:41:44Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 162 2057 1776 2015-02-12T02:50:22Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]]. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 22c937d60fdeebae7ab5e4b41af8d02932dd2fdb 2067 2057 2015-02-12T03:19:37Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''AccountRight Live 2013''' or used the '''server install of AccountRigh Live 2014'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]]. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 011e2ee81f6af5280f8524fefe1fac476a2588c6 2068 2067 2015-02-12T03:20:09Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''Server''' installation of MYOB AccountRight Live and not the '''PC''' installation. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]]. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 277b841039b11df348680b06fde89b6ffc72ec2e 2069 2068 2015-02-12T03:20:30Z Nic 2 wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''Server''' installation of MYOB AccountRight Live and not the '''PC''' installation. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # You may need to reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 61edcd725c5f50e6e6b8fd2a76061b16625c741b 0 557 2058 2015-02-12T03:02:31Z Nic 2 Created page with "== Overview == If the BudgetLink has problem connecting to your MYOB AccountRight Live data file, the first step is determining if you installed MYOB using the '''PC''' or ''..." wikitext text/x-wiki == Overview == If the BudgetLink has problem connecting to your MYOB AccountRight Live data file, the first step is determining if you installed MYOB using the '''PC''' or '''Server''' installer as the API runs slightly differently depending on which installer you used. In the case of the PC installation, the API should automatically start when starting your MYOB AccountRight Live software. In the case of the Server installation, the API is actually a windows service which should start when starting the machine. == How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation == [[File:MYOBAccountRightLivePCShortcut.png|300px|thumb|right|MYOB AccountRight Live PC shortcut]] [[File:MYOBAccountRightLiveServerShortcut.png|300px|thumb|right|MYOB AccountRight Live Server shortcut]] To confirm if MYOB AccountRight Live was installed using the PC or Server Installation, follow these steps. # Find the MYOB Shortcut on your desktop and select it (do not run it); # Right-click on it and select '''Properties'''; # In the '''Shortcut''' tab, check the '''Start In''' value. If the '''Start in''' value begins with '''C:\Users\...''', you most likely installed the PC installation. If the '''Start in''' value begins with '''C:\Documents and Settings\...''', you most likely installed the PC installation. If the '''Start in''' value begins with '''C:\Program Files\''' or '''C:\Program Files (x86)\''', you most likely used the SERVER installation. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] c6ef188ec159045ea46d603ea13d8227c1490a5b 2061 2058 2015-02-12T03:03:32Z Nic 2 wikitext text/x-wiki == Overview == If the BudgetLink has problem connecting to your MYOB AccountRight Live data file, the first step is determining if you installed MYOB using the '''PC''' or '''Server''' installer as the API runs slightly differently depending on which installer you used. In the case of the PC installation, the API should automatically start when starting your MYOB AccountRight Live software. In the case of the Server installation, the API is actually a windows service which should start when starting the machine. == How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation == [[File:MYOBAccountRightLivePCShortcut.png|300px|thumb|right|MYOB AccountRight Live PC shortcut]] [[File:MYOBAccountRightLiveServerShortcut.png|300px|thumb|right|MYOB AccountRight Live Server shortcut]] To confirm if MYOB AccountRight Live was installed using the PC or Server Installation, follow these steps. # Find the MYOB Shortcut on your desktop and select it (do not run it); # Right-click on it and select '''Properties'''; # In the '''Shortcut''' tab, check the '''Start In''' value. If the '''Start in''' value begins with '''C:\Users\...''', you most likely installed the PC installation. If the '''Start in''' value begins with '''C:\Documents and Settings\...''', you most likely installed the PC installation. If the '''Start in''' value begins with '''C:\Program Files\''' or '''C:\Program Files (x86)\''', you most likely used the SERVER installation. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 0263e2380abf3c0905817f70b46ecf658614b9e7 6 558 2059 2015-02-12T03:02:47Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 559 2060 2015-02-12T03:03:03Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 163 2062 1778 2015-02-12T03:05:57Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some software or services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. Note that the MYOB AccountRight Live services are only applicable to those who installed MYOB using the '''Server installation'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]]. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 9c24a93c728fe18874477ce6a8f65048d971098e 2070 2062 2015-02-12T03:21:04Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some software or services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. Note that the MYOB AccountRight Live services are only applicable to those who installed MYOB using the '''Server installation''' and not the '''PC installation'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Installing the MYOB AccountRight Live API]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 7f40347ae9af5f82634d9dfa307d5ddffc40a152 2071 2070 2015-02-12T03:21:22Z Nic 2 wikitext text/x-wiki == Overview == In order for third-party applications to connect to your [[MYOB AccountRight Live]] data file located on your local machine or on a remote server, you need to have some software or services running. These services must be running on the machine hosting the file (e.g. If the file is installed on a server, you would need to run MYOB from that server machine). Sometimes, these services do not start automatically when starting your machine. There are two approaches to resolving this problem. We recommend you try both approaches. Note that the MYOB AccountRight Live services are only applicable to those who installed MYOB using the '''Server installation''' and not the '''PC installation'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Starting the MYOB AccountRight Live services by using MYOB == We have found that when MYOB starts, it sometimes ensures all services are up and running. As such, the easiest step is to simply start MYOB and open your data file. In most situations, if you can open your MYOB data file through MYOB, everything should be ok. However, this does not guarantee that the MYOB AccountRight Live API is installed or running. Also, this approach typically only works when the file is hosted on the local machine. == Starting the MYOB AccountRight Live services manually == [[File:StartingMYOBAccountRightLiveServices.png|300px|thumb|right|Starting MYOB AccountRight live services manually]] On some machines, we have found that the services do fail to start when MYOB first starts. Follow these steps to rectify this problem. It is important to note that these steps must be performed on the machine hosting your file (e.g. If the file is installed on a server, you would need to perform these steps from that server machine.). Note that these steps only apply if you installed using the '''Server''' installer and not the '''PC''' installer. If you are unsure which installer you used, we recommend you try the steps anyways. # Go to the machine which contains your data file; # Press '''CTRL-ALT-DEL''' on your keyboard and run '''Task Manager'''; # Go to the '''Services''' tab; # Scroll down the list until your see '''MYOB AccountRight Library'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server Locator'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOBAPISERVICE'''. If it is not running, right click on it and choose '''Start'''; # Scroll down the list until your see '''MYOB AccountRight Server xxxx.x''' (e.g.MYOB AccountRight Server 2013.3) . If it is not running, right click on it and choose '''Start'''; === Notes === * You can also run Task Manager by clicking on your '''Start''' menu in windows, entering '''Task Manager''' in the search bar and selecting '''View running processes with Task Manager'''. * You can also run Task Manager by right-clicking on your task bar and selecting '''Start Task Manager''' from the contextual menu. * The '''MYOBAPISERVICE''' is only required if the data file is on your local machine or on a remote server. It is not required when your data file is in the cloud. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Installing the MYOB AccountRight Live API]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 1ddde89c9d9510c5f0e027eec8f529f8ed67469a 0 542 2063 2007 2015-02-12T03:12:21Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running different. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 5ddfe6f69dfd26af0136c2afd07b49ca687fafb9 2064 2063 2015-02-12T03:13:20Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running different. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] c489057068a81e6f581a22d1665ba573a9cad8d9 2072 2064 2015-02-12T03:21:46Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running different. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 2a3b25e5887df146480fccccfea27d4970510228 2077 2072 2015-02-12T03:50:58Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2014 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] ce1dc5214d44bcb5017a72b6d9b531673253eec3 0 560 2065 2015-02-12T03:18:09Z Nic 2 Created page with "== Overview == If BudgetLink fails to connect to your MYOB data file, it may be that the MYOB AccountRight Live API is not running. This article only applies if you are usin..." wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that the MYOB AccountRight Live API is not running. This article only applies if you are using the MYOB AccountRight Live PC installation. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]]. == Confirming the MYOB AccountRight Live API addon connector is running == To confirm the MYOB AccountRight Live API addon connector is running, follow these steps. # Press '''CTRL+ALT+DEL''' on your Keyboard and choose to run the '''Task Manager'''; # Select the '''Processes''' tab and sort all processes by '''Image Name'''; # Scroll down the list until you find '''MYOB.AccountRight.API.AddOnConnector.exe'''. If the '''MYOB.AccountRight.API.AddOnConnector.exe''' is listed, it means the API is up and running and should be working. If it is not running, see [[Starting the MYOB AccountRight Live software to resolve Get Data issues]]. == Related Topics == * [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] * [[Manually testing a connection to MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 2b0c3656519acf4362912d871e5d0187d7b2ce38 2074 2065 2015-02-12T03:23:10Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that the MYOB AccountRight Live API is not running. This article only applies if you are using the MYOB AccountRight Live '''PC installation''' and not the '''Server installation'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Confirming the MYOB AccountRight Live API addon connector is running == To confirm the MYOB AccountRight Live API addon connector is running, follow these steps. # Press '''CTRL+ALT+DEL''' on your Keyboard and choose to run the '''Task Manager'''; # Select the '''Processes''' tab and sort all processes by '''Image Name'''; # Scroll down the list until you find '''MYOB.AccountRight.API.AddOnConnector.exe'''. If the '''MYOB.AccountRight.API.AddOnConnector.exe''' is listed, it means the API is up and running and should be working. If it is not running, see [[Starting the MYOB AccountRight Live software to resolve Get Data issues]]. == Related Topics == * [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] * [[Manually testing a connection to MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] db5fb0f1d031db6d9e75d1c2d8d23a2574e929a7 2075 2074 2015-02-12T03:24:00Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that the MYOB AccountRight Live API is not running. This article only applies if you are using the MYOB AccountRight Live '''PC installation''' and not the '''Server installation'''. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Confirming the MYOB AccountRight Live API addon connector is running == [[File:MYOBAccountRightLivePCAPIConnector.png|300px|thumb|right|Confirming the MYOB AccountRight Live addon connector is running]] To confirm the MYOB AccountRight Live API addon connector is running, follow these steps. # Press '''CTRL+ALT+DEL''' on your Keyboard and choose to run the '''Task Manager'''; # Select the '''Processes''' tab and sort all processes by '''Image Name'''; # Scroll down the list until you find '''MYOB.AccountRight.API.AddOnConnector.exe'''. If the '''MYOB.AccountRight.API.AddOnConnector.exe''' is listed, it means the API is up and running and should be working. If it is not running, see [[Starting the MYOB AccountRight Live software to resolve Get Data issues]]. <br clear=all /> == Related Topics == * [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] * [[Manually testing a connection to MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 71a64b3547a2fd2e679df77ad6805113880c2920 0 393 2066 1777 2015-02-12T03:18:58Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink fails to connect to your MYOB data file, it may be that you need to have your MYOB data file open in order for it to get data. This applies only to those who have the MYOB data file on their local machine and does not apply to everyone. To resolve, simply follow these steps. # Start MYOB and open your data file; # Then start BudgetLink and run the '''Full Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 6f786079e88477905db74e35976cdd90aa5821b2 0 479 2073 1774 2015-02-12T03:22:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 204b6d54b51881ee409ce475a6055bbc5f813a5e 6 561 2076 2015-02-12T03:24:13Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 2078 2033 2015-02-16T02:49:00Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.2.2.129]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ cd90a597733925cd495735c8937815e44a35a5c3 2120 2078 2015-02-20T05:50:12Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.2.3.130]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ e67c2fd33274b145ec54f36d767fb6010b2ca048 2123 2120 2015-02-23T23:14:52Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.2.4.131]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ c1b6c7e0bcbdfc505e7b4d9225b329628a000ee7 0 204 2079 2034 2015-02-16T02:49:19Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7c2eebac37d1d7632d4fb1c1399988cd8f132f82 2121 2079 2015-02-20T05:50:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c5b2be74e167d5c3d3c23ed005fa5387e9743b04 2124 2121 2015-02-23T23:15:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8150f316bfc0ccddcac089afd2e651aa3d7f7806 0 548 2080 2035 2015-02-16T02:49:41Z Nic 2 wikitext text/x-wiki BudgetLink v2015.2.1.128 was released on 10/02/2015 and focused enhancements for the startup and menu. == Enhancements == '''Publish''' * Fixed issue with publishing which lose charts. Set the option to copy objects with cells to true prior to publishing. '''Menu''' * Fixed issue with menu which lose buttons. Set the option to copy objects with cells prior to copying sheet. * Enhance menu to work as a single browsable workbook. '''Startup''' * Add Startup.xlsm workbook. * Add error message if using newer version of Excel than 2013. * AddonsLink Lists changed file format from XLS to XLSM to support more records. '''MYOB AccountEdge''' * Enhanced MAC interface to have access to Linked Customer ID * Enhanced customer code to work with latest version of MYOB Classic and MYOB MAC. '''MYOB AccountRight Live''' * Enhanced get data process to handle security settings of IE 10 and 11 relating to MYOB AccountRight Live. '''Filters''' * Fixed issue when selecting header accounts using filters. '''Licensing''' * Enhanced the manage registration keys dialogue to refresh the list of keys when viewing a key, as a key can be added from the next dialogue. * Resolved issue with serial number not being issued prior to showing upgrade dialogues. * Trial key will be stored in registry and recalled to prevent indefinite trials. * Added option to disable customers list. == Related Topics == * [[BudgetLink version archive]] c2e243c05e3811996facdf8f6226492a500e528c 0 562 2081 2015-02-16T02:50:34Z Nic 2 Created page with "BudgetLink v2015.2.2.129 was released on 16/02/2015 and focused on supporting MYOB AccountRight Live 2015.1. == Enhancements == '''MYOB AccountRight Live''' Enhanced data co..." wikitext text/x-wiki BudgetLink v2015.2.2.129 was released on 16/02/2015 and focused on supporting MYOB AccountRight Live 2015.1. == Enhancements == '''MYOB AccountRight Live''' Enhanced data connection to support MYOB AccountRight Live 2015. '''Reports''' Enhanced multi company reports to have layout buttons. Enhanced multi company reports to have specific consolidated company column. == Related Topics == * [[BudgetLink version archive]] 8a3ace8e2e1244e7d19445422341d057ce4266d1 2082 2081 2015-02-16T02:50:56Z Nic 2 wikitext text/x-wiki BudgetLink v2015.2.2.129 was released on 16/02/2015 and focused on supporting MYOB AccountRight Live 2015.1. == Enhancements == '''MYOB AccountRight Live''' * Enhanced data connection to support MYOB AccountRight Live 2015. '''Reports''' * Enhanced multi company reports to have layout buttons. * Enhanced multi company reports to have specific consolidated company column. == Related Topics == * [[BudgetLink version archive]] 129b7ff11c0f1353c20030cad11109822c250c2e 0 36 2083 1935 2015-02-16T02:52:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live 2015 or prior. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 5e56a2ab09866807316916284f0cb7f3f0c419fd 0 94 2084 2008 2015-02-16T02:52:25Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2015 or lower === To troubleshoot problems with MYOB AccountRight Live 2015 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 35e1fc94448fd568a6318695bb90570c58ca4ede 0 110 2085 1997 2015-02-16T02:52:37Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down, [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] first. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == 5a1fde8030f68b314d593a16343753a1893484b7 0 118 2086 1437 2015-02-16T02:53:09Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2015 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 7ad91ead2dac5b2f14f419e2f062d3f046732f28 0 117 2087 1514 2015-02-16T02:53:25Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] 2015 or lower data file. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2015 or lower on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight 2015 or prior''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 6c8b081200f102045491d36a4940bd06a4498df0 0 132 2088 1950 2015-02-16T02:53:37Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2015 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] dca82d51746f3c0f10487a0ce376eda6d717f653 0 196 2089 1440 2015-02-16T02:53:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] c7cad1c3f1df5da18733ba366daa6787f64d9f5b 0 345 2090 1428 2015-02-16T02:53:52Z Nic 2 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2015 or lower. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] bfa832e914d12dde0a63b6dc9ed5ecba76b4841d 0 241 2091 1429 2015-02-16T02:55:10Z Nic 2 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2015 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to 19.10 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 354caa1da86e77b490c6bdc29286c868680f7a4f 0 347 2092 1433 2015-02-16T02:55:19Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2015 or lower. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] b3f318042ab03b47d3dfcb271f0d3ef9f6bb3e43 0 268 2093 1097 2015-02-16T02:55:40Z Nic 2 wikitext text/x-wiki == Overview == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. This is required as the new PC installation installs slightly different components and the old MYOB AccountRight Live API may conflict with these new components. == Uninstalling the MYOB AccountRight Live API == To uninstall the MYOB AccountRigth Live API, follow these steps. # Click the Windows '''Start''' Menu search for '''Remove Programs'''; # From the Add or Remove Programs screen, scroll until you find the '''MYOB AccountRight API''', select it and choose '''Uninstall''' # Follow the prompts. == Related Topics == * [[Troubleshooting Get Data Problems]] * [http://help.myob.com.au/ar2014/installoptions.htm Installation Options for AccountRight Live 2015] 26474db895892b6828c310570989858f1bca6181 0 346 2094 1909 2015-02-16T02:55:53Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight 19.10 or lower but does not apply to MYOB AccountRight Live 2015 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] e92cecdd4830d3704edea665a80c6a52385f3e92 0 465 2095 1721 2015-02-16T02:56:02Z Nic 2 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight 19.10 or prior to MYOB AccountRight Live 2015 or prior; 11e9d6737d2bc742a47b1038937edbc636777e46 0 542 2096 2077 2015-02-16T02:56:13Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] cd8885637d3d9cb43e2570d7d4baba1ad7f05cf8 0 545 2097 2029 2015-02-16T02:56:26Z Nic 2 wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|Profit and Loss Accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Category Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] == Trouble Shooting == If numbers only appear in No Category then if you are using MYOB AccountRight 2015 or Xero you will need to change the Version: filter from Actual to Actual (Categories) [[Category:Reports]] f39a6a0399e0693297f1c88fae488e33da33dcf2 0 335 2098 1922 2015-02-16T02:57:46Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. Not all functionality is available all versions. To see what functionality is available in your version click on your relevant product for more information * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] be9cbad04e693e63ef21e61259aad8cc9c80fe3e 0 537 2099 1989 2015-02-17T00:26:54Z Jeff 1 wikitext text/x-wiki * [[Don't have the Budgeted data after transferring]] * [[Troubleshooting folder permissions|Receive a READ/WRITE Access Required message]] 1cc0d4116ae70db12dd797d9fcde2ebbf23cc8da 2100 2099 2015-02-17T00:27:13Z Jeff 1 wikitext text/x-wiki * [[Don't have the Budgeted data after transferring]] * [[Troubleshooting folder permissions|Receive a READ/WRITE Access Required message after transferring]] 345288585047a1b0ce4fd150852feffaa0bdb0b8 0 88 2101 1987 2015-02-17T00:29:03Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 7d6f193c18a54e88e67a6fc8d485181c62cba077 0 563 2102 2015-02-17T00:33:46Z Jeff 1 Created page with " The BudgetLink System folder is a sub folder of the [[BudgetLink Folder]] It contains Reports, Databases and Program files required to operate BudgetLink Unless you are an ..." wikitext text/x-wiki The BudgetLink System folder is a sub folder of the [[BudgetLink Folder]] It contains Reports, Databases and Program files required to operate BudgetLink Unless you are an advanced user or are following instructions on how to install a report or custom solution we advise that you don't modify this folder 4f63d5d86572fb7e5138144bdccd4f65b8e2268f 0 95 2103 1378 2015-02-17T00:35:57Z Jeff 1 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink’s Installation Folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 062116ebddf42f2340ffa06d67f7b7096d6638ec 2104 2103 2015-02-17T00:40:53Z Jeff 1 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Solution Folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 21bcaacadfb2b173061db548577321efa5ed88ce 2105 2104 2015-02-17T00:43:04Z Jeff 1 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] d0fcbc49f03512146f60c6d47d7cdd38cee4dcd3 0 229 2106 1767 2015-02-17T04:48:50Z Nic 2 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbook that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Custom reports are typically sent either as an email attachment or as a drop box download link. == How to install a custom report received as an email attachment == To install a custom report received as an email attachment, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. == How to install a custom report received as drop box download link == To install a custom report received as drop box download link, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click '''Download''' and then choose '''Direct download''' # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. a50e5380e3dbb166471fb8b9bbe13a4f14ad1b1d 6 261 2107 1030 2015-02-19T02:36:21Z Nic 2 Nic uploaded a new version of &quot;[[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 2108 2107 2015-02-19T02:37:39Z Nic 2 Nic uploaded a new version of &quot;[[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 69 2109 2037 2015-02-19T02:57:18Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] * [[Troubleshooting Auto Upload Problems]] * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] a165f0d21e345a18445b97f842072f5f6457ffd1 0 565 2111 2015-02-19T03:02:44Z Nic 2 Created page with "== Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microso..." wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; == Related Topics == * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 3bdaecb57274e9837dcda93a0e33f53f456f867e 0 476 2112 1757 2015-02-19T03:57:13Z Nic 2 Nic moved page [[How to request an Upgrade Key]] to [[How to buy an Upgrade Key]] wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == After Running the Upgrade Process the next step is to Request an Upgrade Key == Request an Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you to request an Upgrade Key. # Start BudgetLink; # In the Finalise Upgrade form click on '''Request Upgrade Key'''; # Follow any prompts to generate an email which includes the BudgetLink Serial Number; # Click Send == Related Topics == * [[Upgrading BudgetLink]] 8d56dfac7f62080735dbd58d3e508496f426ea3a 2114 2112 2015-02-19T03:58:19Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == After Running the Upgrade Process the next step is to Buy an Upgrade Key == Request an Upgrade Key == [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you to buy an Upgrade Key. # Start BudgetLink; # In the Finalise Upgrade form click on '''Buy Upgrade Key'''; # From the website, click to '''Buy''' the upgrade key and fill in your details including the BudgetLink Serial Number; == Related Topics == * [[Upgrading BudgetLink]] 36ac8248b40d634cf205a3f7e0443c7b738926be 0 566 2113 2015-02-19T03:57:13Z Nic 2 Nic moved page [[How to request an Upgrade Key]] to [[How to buy an Upgrade Key]] wikitext text/x-wiki #REDIRECT [[How to buy an Upgrade Key]] cda275c0e8d120300b3abe9c6cf239f505efac04 0 190 2115 1760 2015-02-19T03:59:18Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 14 days. After which you will need to buy your upgrade key and enter it into the software. === Buying and Entering Upgrade Key === To buy and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Buy Upgrade Key''' or '''Enter Upgrade Key'''; For details see: #[[How to buy an Upgrade Key]] #[[How to enter an Upgrade Key]] === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 5b03f316230bf7030651e2223bb51031e2deff18 0 567 2116 2015-02-19T21:25:49Z Nic 2 Created page with "# REDIRECT [[How to transfer BudgetLink to another location (Folder / Computer)]]" wikitext text/x-wiki # REDIRECT [[How to transfer BudgetLink to another location (Folder / Computer)]] 9725567467b55092569194a2e6f007ebde6e576b 2117 2116 2015-02-19T21:25:59Z Nic 2 wikitext text/x-wiki # REDIRECTS [[How to transfer BudgetLink to another location (Folder / Computer)]] 872ba7029a1d1f6d51f814bc710dc619d02045a9 2118 2117 2015-02-19T21:26:29Z Nic 2 wikitext text/x-wiki #REDIRECTS [[How to transfer BudgetLink to another location (Folder / Computer)]] 53316c68ac90ad5419ab86a92cc5681b297c7630 2119 2118 2015-02-19T21:26:50Z Nic 2 Redirected page to [[How to transfer BudgetLink to another location (Folder / Computer)]] wikitext text/x-wiki #REDIRECT [[How to transfer BudgetLink to another location (Folder / Computer)]] 13018011487cbc33d8f2b0d7c3775e08bb9614ee 0 568 2122 2015-02-20T05:51:20Z Nic 2 Created page with "BudgetLink v2015.2.3.130 was released on 20/02/2015. == Enhancements == '''Menu''' * Enhanced menu to be more responsive. * Enhanced menu to work with menu related options. ..." wikitext text/x-wiki BudgetLink v2015.2.3.130 was released on 20/02/2015. == Enhancements == '''Menu''' * Enhanced menu to be more responsive. * Enhanced menu to work with menu related options. '''Licensing''' * Enhanced licensing to have urls for request Upgrade, Transfer, Trial extension. == Related Topics == * [[BudgetLink version archive]] 4e65f36116cfb7621c057719aa75171da930b31d 0 569 2125 2015-02-23T23:16:11Z Nic 2 Created page with "BudgetLink v2015.2.4.131 was released on 24/02/2015. == Enhancements == '''Publish''' * Fixed issue with menu and publishing to prevent compile errors. == Related Topics ==..." wikitext text/x-wiki BudgetLink v2015.2.4.131 was released on 24/02/2015. == Enhancements == '''Publish''' * Fixed issue with menu and publishing to prevent compile errors. == Related Topics == * [[BudgetLink version archive]] 26ae01d7bfccc3b7bbae8405022dd62f7082aa5a 0 483 2126 1813 2015-02-23T23:28:39Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Turn on the option to 'Cut, copy and sort inserted objects with their parent cells' === Excel provides an option to 'Cut, copy and sort inserted objects with their parent cells'. It should be turned on in order to publish reports with charts successfully. For more information, see [[Turning on the option to cut, copy and sort inserted objects with their parent cells]]. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Compile errors during publish == For some users, compile errors can occur during publish. There are various ways to resolve this problem. === Trust access to the VBA project model === Compile errors can occur during publish as some worksheets contains code. To resolve this problem, see [[Turn on trust access to the VBA project model]]. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the menu contains some code which may not compile when included in a new workbook. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] c824c33e61b655f163b0039b9e6aa86f5ede16fa 2127 2126 2015-02-23T23:28:56Z Nic 2 wikitext text/x-wiki == Overview == In this article, you will find many advice to fix various problems that arise when publishing reports. == Charts disappear when publishing == For some users, charts can disappear when publishing. This seems to be especially common in Excel 2010 and Excel 2013. Not all solutions work but it is best to try each one until the solution is resolved. === Turn on the option to 'Cut, copy and sort inserted objects with their parent cells' === Excel provides an option to 'Cut, copy and sort inserted objects with their parent cells'. It should be turned on in order to publish reports with charts successfully. For more information, see [[Turning on the option to cut, copy and sort inserted objects with their parent cells]]. === Adding a trusted location === Adding a trusted location for BudgetLink is typically the best approach to resolve this problem. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. === Changing the default file format === For Excel 2007, 2010 and 2013 users, ensuring the default file format of Excel is XLSM resolves many problems. For more information, see [[Changing the default file format in Microsoft Excel]]. === Repair or Reinstall Microsoft Office === If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. === Update Microsoft Office with all service packs, updates and hotfixes. === Finally, it is also recommended to ensure all service packs, updates and hotfixes for Microsoft Office are installed. Please contact your IT Support provider. == Compile errors during publish == For some users, compile errors can occur during publish. There are various ways to resolve this problem. === Trust access to the VBA project model === Compile errors can occur during publish as some worksheets contains code. To resolve this problem, see [[Trusting access to the VBA project model]]. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the menu contains some code which may not compile when included in a new workbook. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Publish fails to complete == For some users, the publish process runs but fails to complete. There are various reasons for this. Refer to the following topics. === Do not include the menu when publishing === Including the menu on your publish reports may cause the publish to fail on some versions of BudgetLink. This is due to the fact that the file format of the menu is different from that of the report. Unticking the option to include the menu in the publishing dialogue can ensure that the publish completes successfully. This issue has been fixed in newer versions of BudgetLink. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] de9fb66a0156af701bc9ff894c4e5baa25148273 0 570 2128 2015-02-23T23:33:41Z Nic 2 Created page with "== Overview == Compile errors can occur during publish as some worksheets contains code. The publishing process can remove this code but only if the option to '''trust acces..." wikitext text/x-wiki == Overview == Compile errors can occur during publish as some worksheets contains code. The publishing process can remove this code but only if the option to '''trust access to the VBA project model''' is turned on. == Trusting access to the VBA project model in Excel 2013 == To trust access to the VBA project model in Excel 2013, follow these steps. # Start Excel; # Click on the '''File''' button and select '''Options'''; # Select '''Trust Center''' in the list on the left-hand side; # Click the '''Trust Center Settings''' button; # Select '''Macro Settings''' in the list on the left-hand side; # Tick the '''Trust Access to the VBA project object mode'''; # Click '''OK''' and close on all dialogues; # Close Excel; # Start and use BudgetLink. == Related Topics == * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 35e852842c3b6cd76a881eb7c0a75e2fddd70f07 6 571 2129 2015-02-23T23:42:33Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 572 2130 2015-02-23T23:42:46Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 573 2131 2015-02-23T23:42:57Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 570 2132 2128 2015-02-23T23:44:53Z Nic 2 wikitext text/x-wiki == Overview == Compile errors can occur during publish as some worksheets contains code. The publishing process can remove this code but only if the option to '''trust access to the VBA project model''' is turned on. == Trusting access to the VBA project model in Excel 2013 == [[File:TrustVBAExcel2013.png|300px|thumb|right|Trust access to the VBA project model in Excel 2013]] To trust access to the VBA project model in Excel 2013, follow these steps. # Start Excel; # Click on the '''File''' button and select '''Options'''; # Select '''Trust Center''' in the list on the left-hand side; # Click the '''Trust Center Settings''' button; # Select '''Macro Settings''' in the list on the left-hand side; # Tick the '''Trust Access to the VBA project object mode'''; # Click '''OK''' and close on all dialogues; # Close Excel; # Start and use BudgetLink. <br clear=all /> == Trusting access to the VBA project model in Excel 2010 == [[File:TrustVBAExcel2010.png|300px|thumb|right|Trust access to the VBA project model in Excel 2010]] To trust access to the VBA project model in Excel 2013, follow these steps. # Start Excel; # Click on the '''File''' button and select '''Options'''; # Select '''Trust Center''' in the list on the left-hand side; # Click the '''Trust Center Settings''' button; # Select '''Macro Settings''' in the list on the left-hand side; # Tick the '''Trust Access to the VBA project object mode'''; # Click '''OK''' and close on all dialogues; # Close Excel; # Start and use BudgetLink. <br clear=all /> == Trusting access to the VBA project model in Excel 2007 == [[File:TrustVBAExcel2007.png|300px|thumb|right|Trust access to the VBA project model in Excel 2007 ]] To trust access to the VBA project model in Excel 2007 , follow these steps. # Start Excel; # Click on the '''Office''' button and select '''Excel Options'''; # Select '''Trust Center''' in the list on the left-hand side; # Click the '''Trust Center Settings''' button; # Select '''Macro Settings''' in the list on the left-hand side; # Tick the '''Trust Access to the VBA project object mode'''; # Click '''OK''' and close on all dialogues; # Close Excel; # Start and use BudgetLink. <br clear=all /> == Related Topics == * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] ae0e388535d244629a074a1bbb5581e525d55619 0 88 2133 2101 2015-02-24T23:15:14Z Nic 2 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 4e286be4502076702edb696ea95c3449b139c3d8 0 537 2134 2100 2015-02-24T23:17:08Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with transferring BudgetLink to another machine or location. * [[Don't have the Budgeted data after transferring]] * [[Troubleshooting folder permissions|Receive a READ/WRITE Access Required message after transferring]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 9b2d9fa1633f14942fa3b3794a04f29cc0fc4662 0 574 2135 2015-02-24T23:25:05Z Nic 2 Redirected page to [[Upgrading BudgetLink]] wikitext text/x-wiki #REDIRECT [[Upgrading BudgetLink]] 395ba08b429e9f37f784278d8ca469bab53be477 0 542 2136 2096 2015-03-05T22:23:20Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink is not compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 8107d09e72295dd990b5a9d8af430d79bc7ddeca 2140 2136 2015-03-05T22:30:11Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 4e7237716b02900ab424a60aaefdff328e5ae5a8 2148 2140 2015-03-18T04:46:27Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] f5aaad77ea56b8bcd473c7e7076ffe20044b4c64 2168 2148 2015-04-07T09:49:55Z Jeff 1 /* MYOB AccountRight Live API for PC installations */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] e88803026af155e5b3e8dd49183f2c13cdfb1552 2169 2168 2015-04-07T09:50:19Z Jeff 1 /* MYOB AccountRight Live API for Server installations */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] ce01ca2599c4804aad9fc4ed16f1ade15fe8bc9b 2170 2169 2015-04-07T09:51:25Z Jeff 1 /* MYOB AccountRight Live API for Server installations */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. # [[Manually testing a connection to MYOB AccountRight Live]] # [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] # [[Installing the MYOB AccountRight Live API]] # [[Starting the MYOB AccountRight Live services]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 0c5ac14edfe257fe69d17a86e6b21645f34151e2 2171 2170 2015-04-07T09:52:51Z Jeff 1 /* MYOB AccountRight Live API for Server installations */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live 2015 or lower. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 3faa50a0b1d43afe74d785a41165689b6935f1b5 0 575 2137 2015-03-05T22:28:50Z Nic 2 Created page with "== Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live ..." wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you continue using BudgetLink if no unusual problems arise. If, however, you notice some strange behaviours or missing data, we recommend you upgrade to the latest version of BudgetLink which, no doubt, is now compatible with the latest version of MYOB AccountRight Live. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 67cdb654a896de32568b45726e1a13f24ae628a7 2141 2137 2015-03-05T22:30:37Z Nic 2 Nic moved page [[BudgetLink is not compatible with your version of MYOB AccountRight Live]] to [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] without leaving a redirect wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you continue using BudgetLink if no unusual problems arise. If, however, you notice some strange behaviours or missing data, we recommend you upgrade to the latest version of BudgetLink which, no doubt, is now compatible with the latest version of MYOB AccountRight Live. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 67cdb654a896de32568b45726e1a13f24ae628a7 2142 2141 2015-03-05T22:32:38Z Nic 2 wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you continue using BudgetLink if no unusual problems arise. If, however, you notice some strange behaviours or missing data, we recommend you upgrade to the latest version of BudgetLink which, no doubt, is now compatible with the latest version of MYOB AccountRight Live. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 7c69813ba764d06ade2852be17c3abb876151ab3 0 576 2138 2015-03-05T22:29:30Z Nic 2 Redirected page to [[BudgetLink is not compatible with your version of MYOB AccountRight Live]] wikitext text/x-wiki #REDIRECT [[BudgetLink is not compatible with your version of MYOB AccountRight Live]] 36a4a2fd95aad668f3d76d409dd66224432ad78e 2139 2138 2015-03-05T22:30:00Z Nic 2 Redirected page to [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] wikitext text/x-wiki #REDIRECT [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] b9b7345809a94f3115434c7833a2df5dc94a9f8f 0 479 2143 2073 2015-03-11T05:47:25Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 785b32c99a19fb1da9100e7f950b30702d4de6cb 2144 2143 2015-03-11T05:48:13Z Nic 2 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 76fb10e6ac34e963ec8440c4532fda319b0965d3 0 204 2145 2124 2015-03-11T21:07:17Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 bcc39a1e7bedd7d7bed7b3df90bb5f302a6c83c3 2156 2145 2015-03-20T05:09:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 310e3bf6ca5290249040c9aac7333625c3c8bc58 2159 2156 2015-03-26T00:46:40Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0cd9fc0420ae609020693853a57f701fc5d96519 2163 2159 2015-03-31T03:40:57Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 a0073b3501db20fd21e5775e4cbb276f2e571ee1 0 1 2146 2123 2015-03-11T21:07:27Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.3.1.132]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 29e6d90be0f123fe53a35e8d7deea6f29dff7e97 2155 2146 2015-03-20T05:08:57Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.3.2.133]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d4773da78b71e57cab6c92ea0c265273a967b447 2160 2155 2015-03-26T00:46:49Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.3.3.134]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d1ae7f42170f51a09a52c084d8be27f8e0f3161b 2162 2160 2015-03-31T03:39:48Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.3.4.135]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2d76d22140de7515f248a3d7f363fddf665c60e2 0 577 2147 2015-03-11T21:09:05Z Nic 2 Created page with "BudgetLink v2015.3.1.132 was released on 12/03/2015. == Enhancements == '''Get Data''' * Enhanced get data process to always install databases located in \Resources\Database..." wikitext text/x-wiki BudgetLink v2015.3.1.132 was released on 12/03/2015. == Enhancements == '''Get Data''' * Enhanced get data process to always install databases located in \Resources\Databases\ '''Excel * Enhanced checks for Excel to be warning and not critical. To cache the version in the registry and allow user to continue. '''MYOB AccountRight Live''' * Enhanced get data process for MYOB AccountRight Live to prompt and not block connecting to future versions of MYOB AccountRight Live. '''Licensing''' * Reworded the Buy Upgrade Key / Buy Transfer Key button to Get Upgrade Key / Get Transfer Key. * Enhanced licensing so that trials expire once license exists. * Reworded the licensing dialogue when both trial and license exists. == Related Topics == * [[BudgetLink version archive]] 38689976c1072f396a986fe4a46a6046c71c1f33 0 578 2149 2015-03-18T04:49:39Z Nic 2 Created page with "== Overview == BudgetLink communicates with the MYOB AccountRight Live API to list the data files. Some users may experience issues when upgrading MYOB AccountRight Live whe..." wikitext text/x-wiki == Overview == BudgetLink communicates with the MYOB AccountRight Live API to list the data files. Some users may experience issues when upgrading MYOB AccountRight Live where the library location is not setup correctly. See [[Setting the MYOB Library Location manually]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 0fefdd3cc079731a4d9165eadb80596f0b00675a 0 579 2150 2015-03-18T04:53:25Z Nic 2 Created page with "== Overview == MYOB AccountRight Live provides the ability to change the library location of your data files. == Setting the MYOB Library Location manually == To set the MY..." wikitext text/x-wiki == Overview == MYOB AccountRight Live provides the ability to change the library location of your data files. == Setting the MYOB Library Location manually == To set the MYOB Library Location manually, follow these steps. # Ensure MYOB is closed and all software requiring MYOB Access is also closed; # From the '''Start''' menu in windows, click on '''All Programs'''; # Select '''MYOB''' and then your version of MYOB; # Select the '''Tools'' item; # Click on '''Set Library Location'''; # On the next dialogue, click '''Browse''' and navigate to the location where your MYOB data files are located; # Click '''OK''' on all dialogues. Once the process is complete, the library location will be changed. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 4e77e50bcdf266783505dd7ac2f02b0eccd7d6fb 2151 2150 2015-03-18T04:55:32Z Nic 2 wikitext text/x-wiki == Overview == MYOB AccountRight Live provides the ability to change the library location of your data files. == Setting the MYOB Library Location manually == [[File:MYOBSetLibraryLocation.png|300px|thumb|right|Set MYOB Library Location]] To set the MYOB Library Location manually, follow these steps. # Ensure MYOB is closed and all software requiring MYOB Access is also closed; # From the '''Start''' menu in windows, click on '''All Programs'''; # Select '''MYOB''' and then your version of MYOB; # Select the '''Tools'' item; # Click on '''Set Library Location'''; # On the next dialogue, click '''Browse''' and navigate to the location where your MYOB data files are located; # Click '''OK''' on all dialogues. Once the process is complete, the library location will be changed. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 36ea37f2c508b51600e866822ac9ee7f405e7227 2153 2151 2015-03-18T04:56:24Z Nic 2 wikitext text/x-wiki == Overview == MYOB AccountRight Live provides the ability to change the library location of your data files. == Setting the MYOB Library Location manually == [[File:MYOBSetLibraryLocation.png|300px|thumb|right|Set MYOB Library Location]] To set the MYOB Library Location manually, follow these steps. # Ensure MYOB is closed and all software requiring MYOB Access is also closed; # From the '''Start''' menu in windows, click on '''All Programs'''; # Select '''MYOB''' and then your version of MYOB; # Select the '''Tools'' item; # Click on '''Set Library Location'''; # On the next dialogue, click '''Browse''' and navigate to the location where your MYOB data files are located; # Click '''OK''' on all dialogues. Once the process is complete, the library location will be changed. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 46704fcc3e2c615c6d2f10dad343b80a6f661924 2154 2153 2015-03-18T04:58:52Z Nic 2 wikitext text/x-wiki == Overview == MYOB AccountRight Live provides the ability to change the library location of your data files. == Setting the MYOB Library Location manually == [[File:MYOBSetLibraryLocation.png|300px|thumb|right|Set MYOB Library Location]] To set the MYOB Library Location manually, follow these steps. # Ensure MYOB is closed and all software requiring MYOB Access is also closed; # From the '''Start''' menu in windows, click on '''All Programs'''; # Select '''MYOB''' and then your version of MYOB; # Select the '''Tools''' item; # Click on '''Set Library Location'''; # On the next dialogue, click '''Browse''' and navigate to the location where your MYOB data files are located; # Click '''OK''' on all dialogues. Once the process is complete, the library location will be changed. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 38c0c33191e1a90cc9321c829fa89639d464939b 6 580 2152 2015-03-18T04:55:42Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 581 2157 2015-03-20T05:10:49Z Nic 2 Created page with "BudgetLink v2015.3.1.132 was released on 12/03/2015. == Enhancements == '''Menu''' * Enhanced the menu to not refresh sheet when copy/paste is active. * Enhanced saving work..." wikitext text/x-wiki BudgetLink v2015.3.1.132 was released on 12/03/2015. == Enhancements == '''Menu''' * Enhanced the menu to not refresh sheet when copy/paste is active. * Enhanced saving workbooks to refresh menu during process. * Enhanced upgrade process to correct menus of upgraded workbooks. '''Layout''' * Enhanced layout button to not dirty sheet. '''Fixes''' * Fixed autoexpandcols to expand correctly. * Investigated opening balance issue when movement is posted to retained earnings account and data file is not rolled over. Fixed it. == Related Topics == * [[BudgetLink version archive]] 71976fb2bdc69d85510d638dbcb0e8bc34e732aa 2158 2157 2015-03-20T05:10:59Z Nic 2 wikitext text/x-wiki BudgetLink v2015.3.2.133 was released on 20/03/2015. == Enhancements == '''Menu''' * Enhanced the menu to not refresh sheet when copy/paste is active. * Enhanced saving workbooks to refresh menu during process. * Enhanced upgrade process to correct menus of upgraded workbooks. '''Layout''' * Enhanced layout button to not dirty sheet. '''Fixes''' * Fixed autoexpandcols to expand correctly. * Investigated opening balance issue when movement is posted to retained earnings account and data file is not rolled over. Fixed it. == Related Topics == * [[BudgetLink version archive]] 935c8ab14232e29caea70466be930719b584db0c 0 582 2161 2015-03-26T00:48:20Z Nic 2 Created page with "BudgetLink v2015.3.3.134 was released on 26/03/2015. == Enhancements == '''Licensing''' * Added BudgetLink Standard Edition. * Added BudgetLink Pro Edition. * Updated Budget..." wikitext text/x-wiki BudgetLink v2015.3.3.134 was released on 26/03/2015. == Enhancements == '''Licensing''' * Added BudgetLink Standard Edition. * Added BudgetLink Pro Edition. * Updated BudgetLink Ultimate Edition. == Related Topics == * [[BudgetLink version archive]] 8f56b73a7784050ef8bfa8fb60e44f14fcec1f5e 0 583 2164 2015-03-31T03:42:33Z Nic 2 Created page with "BudgetLink v2015.3.4.135 was released on 31/03/2015. Added publishing by companies. Added InsertCopyRangeDef. == Enhancements == '''Publish''' * Added publish by companies. ..." wikitext text/x-wiki BudgetLink v2015.3.4.135 was released on 31/03/2015. Added publishing by companies. Added InsertCopyRangeDef. == Enhancements == '''Publish''' * Added publish by companies. * Fixed bug where menu is not displayed correctly after publishing. * Enhanced publish to not refresh report unless jobs/companies/categories selected. '''Reports''' * Fixed saving reports causing refresh to trigger twice once report is saved. '''Versions''' * Fixed version control licensing bug where version is unlicensed when first created. '''Definitions''' * Added InsertCopyRangeDef function. == Related Topics == * [[BudgetLink version archive]] 3a1829f89870df3ad2d96ca0a3780a372735d25c 0 271 2165 2030 2015-04-01T22:18:34Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [How to create a cash flow forecast version]] * [How to capture cash flow ageing]] * [How to report cash flow forecasts]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 710e15e418fb2f1026ade136197bcc5db9de9697 2166 2165 2015-04-01T22:19:00Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [[How to create a cash flow forecast version]] * [[How to capture cash flow ageing]] * [[How to report cash flow forecasts]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] fa7b2e3255a657dc60110102f7d653b7dba4ab26 2167 2166 2015-04-01T22:20:00Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [[How to forecast cash flow - overview]] * [[How to create a cash flow forecast version]] * [[How to capture cash flow ageing]] * [[How to report cash flow forecasts]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 142456996ef1c2254e99305d84dfef4baf61b2ea 0 338 2172 1390 2015-04-13T01:15:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details and purchase the software. Once we receive payment and your serial number details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] f3c458b3cf900656a323b206f7e9281cf5a3196b 2174 2172 2015-04-13T01:15:51Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink Ultimate Edition and are happy with it's feature set, you will need to purchase a license. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details and purchase the software. Once we receive payment and your serial number details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. <br clear=all /> == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2b42f360549a5248ef0512cd1cf7afb747669f1f 6 340 2173 1340 2015-04-13T01:15:34Z Nic 2 Nic uploaded a new version of &quot;[[File:LicensingDialogue.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 2175 2173 2015-04-13T01:16:11Z Nic 2 Nic uploaded a new version of &quot;[[File:LicensingDialogue.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 263 2176 1755 2015-04-13T01:27:46Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. <br clear=all /> == Related Topics == * [[How to request a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b5efbda7f2dd465c2390cc4e3b176625345a78a0 2177 2176 2015-04-13T01:28:20Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] c1fd4eb1e3a272284ef0f868503bab078a246b52 2178 2177 2015-04-13T01:28:47Z Nic 2 Nic moved page [[How to request a License Key]] to [[How to get a License Key]] wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] c1fd4eb1e3a272284ef0f868503bab078a246b52 0 584 2179 2015-04-13T01:28:47Z Nic 2 Nic moved page [[How to request a License Key]] to [[How to get a License Key]] wikitext text/x-wiki #REDIRECT [[How to get a License Key]] 9874954daf40bc30a8443e66dbe392cd850b6484 0 226 2180 1783 2015-04-13T01:29:09Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:BudgetLink_Licensing_20140122.jpg|300px|thumb|right|BudgetLink Licensing]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] 8c6901f6583c2aac3ae693d8a79fbd194731e868 2185 2180 2015-04-13T01:33:11Z Nic 2 wikitext text/x-wiki ==Overview== At this stage you should have received an email with a License Key. This support note will explain how to enter it into BudgetLink ==Procedure== [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] While BudgetLink is in trial mode the 'BudgetLink Licensing' dialogue will display upon opening. To enter the key: #Click the Enter License Key button to display the 'Enter License Key' dialogue #Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK The other way to display the 'Budgetlink Licensing' dialogue is from the BudgetLink Menu navigate to Settings then License and click the 'View Licencing' button. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7b93532bf65a79c77bce849e3d6cf5efcb7f9718 2186 2185 2015-04-13T01:43:14Z Nic 2 wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have received an additional key to enter into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 60b84b673e23885e7ddf854589a25f7b6dc7a323 2187 2186 2015-04-13T01:44:07Z Nic 2 wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previoously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it ([Ctrl]-v) into the 'Enter License Key' dialogue and click OK. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 76e98cc3fbeba7d137b699a1433cc924e603e730 2188 2187 2015-04-13T01:51:50Z Nic 2 wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL-V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previoously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL-V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3bd4d956307fba834d3600525deade0c24551e26 2189 2188 2015-04-13T01:52:05Z Nic 2 wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previoously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] cc773855df9a966235b13f87984f584b03c8767f 0 177 2181 1345 2015-04-13T01:29:37Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 918f488d98ccc8f29a7e585f7742aef0d85f0ea8 0 263 2182 2178 2015-04-13T01:30:46Z Nic 2 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8d47d427350460a6157ac8100b6c00a40aa46223 0 339 2183 1367 2015-04-13T01:31:25Z Nic 2 Redirected page to [[How to get a License Key]] wikitext text/x-wiki #REDIRECT [[How to get a License Key]] 9874954daf40bc30a8443e66dbe392cd850b6484 0 338 2184 2174 2015-04-13T01:32:01Z Nic 2 Redirected page to [[How to get a License Key]] wikitext text/x-wiki #REDIRECT [[How to get a License Key]] 9874954daf40bc30a8443e66dbe392cd850b6484 0 1 2190 2162 2015-04-13T04:08:10Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.4.1.136]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 728421ef012a31852e378ea8a7867689b48bcceb 2226 2190 2015-04-30T06:21:41Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.4.2.137]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9a13b5e59a46354023e16697f41b646c7d412a00 0 204 2191 2163 2015-04-13T04:08:35Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1e9e7d2f3519b7f0475bf0d31197bf17e2b4ef26 2227 2191 2015-04-30T06:21:53Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 13e1cad535e7e6e40bfad5bcd71c73b7d8fa6bce 0 585 2192 2015-04-13T04:09:21Z Nic 2 Created page with "BudgetLink v2015.3.4.135 was released on 13/04/2015. == Enhancements == '''Fixes''' * Implemented fix when writing blank strings to database to not crash in Excel 2013 64-bi..." wikitext text/x-wiki BudgetLink v2015.3.4.135 was released on 13/04/2015. == Enhancements == '''Fixes''' * Implemented fix when writing blank strings to database to not crash in Excel 2013 64-bit on windows 8. * Implemented fix when getting data from tables named similarly. * Implemented fix for OLEDB query tables for 64-bit excel. == Related Topics == * [[BudgetLink version archive]] 4a5a02b02f046a6b6535fe950b50bd408a9a5771 0 271 2193 2167 2015-04-14T05:02:01Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [[How to forecast cash flow - overview]] * [[How to create a cash flow forecast version]] * [[How to capture cash flow ageing]] * [[How to report cash flow forecasts]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] a5b9a03766d267024685cfa96b08b2064a1c4433 2195 2193 2015-04-29T03:20:12Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [[How to forecast cash flow]] * [[How to create a cash flow forecast version]] * [[How to capture cash flow ageing]] * [[How to report cash flow forecasts]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] c09ed9dad141a359e252372414d0945316f1128a 2196 2195 2015-04-29T03:21:29Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow Forecasting == * [[How to forecast cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 8a312d4d5333f662695aa3f154b80320f085bd6a 2213 2196 2015-04-29T06:03:27Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] fa60c9c74886eafaf69f6604d36ba367bc29ff1c 0 178 2194 823 2015-04-22T23:06:19Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settrngs'' and then '''Options and Administration'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Untick '''Disable Cash Version''' or '''Disable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight v19.10]] or lower. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 87698a767fba035365a416195babe71cc88f8881 0 586 2197 2015-04-29T03:29:16Z Nic 2 Created page with "== Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash f..." wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash budget from your accruals budget == The cash budget you create represents the link between your accruals budget and your cash flow ageing. To create a cash budget, see [[How to create a cash budget version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] fbb35726a82242ee06f2671b9bd90ee863a03f8b 2198 2197 2015-04-29T03:31:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] 05f3c6ea95e957def5b0a6353d5ef6ad8827f458 2203 2198 2015-04-29T05:46:46Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. '''Note that BudgetLink ships with a default cash flow ageing version that is already setup.''' == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. To create a cash flow version, see [[How to create a cash flow version]]. '''Note that BudgetLink ships with a default cash flow version that is already setup.''' == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] 6a40aaa2e9d8e27342c0a0d83072912a1bf62986 2206 2203 2015-04-29T05:50:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. '''Note that BudgetLink ships with a default cash flow ageing version that is already setup.''' == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. To create a cash flow version, see [[How to create a cash flow version]]. '''Note that BudgetLink ships with a default cash flow version that is already setup.''' == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] dab9d460688a02763cddbc56065dfdc0750e1e86 2207 2206 2015-04-29T05:51:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash budget from your accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] 15ceb0534bee91f9d83528106e9d2248d9ea7e1f 2208 2207 2015-04-29T05:52:09Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow forecast == Finally, once everything is setup and entered, you can create your cash flow forecast at the click of a button. For more information, see [[How to report on your cash flow forecast]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] a9f286cbc7aab9c80fd656f8e39d434d8618c990 2211 2208 2015-04-29T06:02:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow == Finally, once everything is setup and entered, you can create your cash flow at the click of a button. For more information, see [[How to report on your cash flow]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] bdc19ad5493339395301b8ac5209982e53d3ef3f 2212 2211 2015-04-29T06:03:10Z Nic 2 Nic moved page [[How to forecast cash flow]] to [[How to create a cash flow]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink allows you to convert your '''accruals budget''' into a '''cash budget''' which can then be used to forecast cash flow. In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow == Finally, once everything is setup and entered, you can create your cash flow at the click of a button. For more information, see [[How to report on your cash flow]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] bdc19ad5493339395301b8ac5209982e53d3ef3f 2218 2212 2015-04-29T08:42:45Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to generate a cash flow forecast report. It does so by converting your '''accruals budget''' into a '''cash budget''' by weighting it with '''cash flow ageing''' data In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow == Finally, once everything is setup and entered, you can create your cash flow at the click of a button. For more information, see [[How to report on your cash flow]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] 8796a79d9bd59e7d708a85aa574185d98773e876 0 587 2199 2015-04-29T05:36:47Z Nic 2 Created page with "== Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. == How to create a cash flow version == To creat..." wikitext text/x-wiki == Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. == How to create a cash flow version == To create a cash flow version, follow these steps. == Related Topics == * [[How to forecast cash flow]] * [[How To Guides]] [[Category:How To Guides]] 2956b671f4f908d45d07a272e4940072ca5a8f68 2200 2199 2015-04-29T05:42:27Z Nic 2 wikitext text/x-wiki == Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. BudgetLink ships with a default cash flow version called '''Cash Flow''' and a default cash flow ageing version called '''Cash Flow Ageing'''. == How to create a cash flow version == To create a cash flow version, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''Version Control''' item in the menu; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Click '''Cash Flow''' as the type of version to create and click '''OK'''; # Enter a '''name''' and '''description''' for the version; # Select the source version (for instance, '''Budget'''); # Select the cash flow ageing version (for instance, '''Cash Flow Ageing'''); # Click '''OK''' to add the new cash flow version; # Click '''Close''' to close the version control dialogue. == Related Topics == * [[How to forecast cash flow]] * [[How To Guides]] [[Category:How To Guides]] f00017353172136e106c6551aa6a0dc93bd1f343 2201 2200 2015-04-29T05:44:33Z Nic 2 wikitext text/x-wiki == Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. BudgetLink ships with a default cash flow version called '''Cash Flow''' and a default cash flow ageing version called '''Cash Flow Ageing'''. == How to create a cash flow version == [[File:CashFlowVersion.png|300px|thumb|right|Cash Flow Version dialogue]] To create a cash flow version, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''Version Control''' item in the menu; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Click '''Cash Flow''' as the type of version to create and click '''OK'''; # Enter a '''name''' and '''description''' for the version; # Select the source version (for instance, '''Budget'''); # Select the cash flow ageing version (for instance, '''Cash Flow Ageing'''); # Click '''OK''' to add the new cash flow version; # Click '''Close''' to close the version control dialogue. <br clear=all /> == Related Topics == * [[How to forecast cash flow]] * [[How To Guides]] [[Category:How To Guides]] 2452a7ff5ac8a1a3a07f8e265ba0c1b48f740681 2215 2201 2015-04-29T06:04:21Z Nic 2 wikitext text/x-wiki == Overview == The cash flow version you create represents the link between your accruals values and your cash flow ageing. BudgetLink ships with a default cash flow version called '''Cash Flow''' and a default cash flow ageing version called '''Cash Flow Ageing'''. == How to create a cash flow version == [[File:CashFlowVersion.png|300px|thumb|right|Cash Flow Version dialogue]] To create a cash flow version, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''Version Control''' item in the menu; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Click '''Cash Flow''' as the type of version to create and click '''OK'''; # Enter a '''name''' and '''description''' for the version; # Select the source version (for instance, '''Budget'''); # Select the cash flow ageing version (for instance, '''Cash Flow Ageing'''); # Click '''OK''' to add the new cash flow version; # Click '''Close''' to close the version control dialogue. <br clear=all /> == Related Topics == * [[How to create a cash flow]] * [[How To Guides]] [[Category:How To Guides]] 8f7e8717176f9b2469960490a82b13e3f368e5bc 6 588 2202 2015-04-29T05:44:51Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 589 2204 2015-04-29T05:48:07Z Nic 2 Created page with "== Overview == The cash flow ageing version you create represents the mechanism that stores the ageing percentages for your cash flow. BudgetLink ships with a default cash f..." wikitext text/x-wiki == Overview == The cash flow ageing version you create represents the mechanism that stores the ageing percentages for your cash flow. BudgetLink ships with a default cash flow ageing version called '''Cash Flow Ageing'''. == How to create a cash flow ageing version == [[File:CashFlowAgeingVersion.png|300px|thumb|right|Cash Flow Ageing Version dialogue]] To create a cash flow ageing version, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''Version Control''' item in the menu; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Click '''Cash Flow Ageing''' as the type of version to create and click '''OK'''; # Enter a '''name''' and '''description''' for the version; # Click '''OK''' to add the new cash flow version; # Click '''Close''' to close the version control dialogue. <br clear=all /> == Related Topics == * [[How to forecast cash flow]] * [[How To Guides]] [[Category:How To Guides]] 37ce26902012ffa047b8985baff157cd4eec450d 2214 2204 2015-04-29T06:04:00Z Nic 2 wikitext text/x-wiki == Overview == The cash flow ageing version you create represents the mechanism that stores the ageing percentages for your cash flow. BudgetLink ships with a default cash flow ageing version called '''Cash Flow Ageing'''. == How to create a cash flow ageing version == [[File:CashFlowAgeingVersion.png|300px|thumb|right|Cash Flow Ageing Version dialogue]] To create a cash flow ageing version, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''Version Control''' item in the menu; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Click '''Cash Flow Ageing''' as the type of version to create and click '''OK'''; # Enter a '''name''' and '''description''' for the version; # Click '''OK''' to add the new cash flow version; # Click '''Close''' to close the version control dialogue. <br clear=all /> == Related Topics == * [[How to create a cash flow]] * [[How To Guides]] [[Category:How To Guides]] 14bd6d144a39b11ca69e5b35b555fb68530649d9 6 590 2205 2015-04-29T05:48:59Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 591 2209 2015-04-29T06:01:48Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 592 2210 2015-04-29T06:01:51Z Nic 2 Created page with "== Overview == In order to create a cash flow, you will need to enter cash flow ageing percentages for each account. These percentages are used to convert your accrual numbe..." wikitext text/x-wiki == Overview == In order to create a cash flow, you will need to enter cash flow ageing percentages for each account. These percentages are used to convert your accrual numbers into cash numbers. == How to enter cash flow ageing percentages == [[File:EnterCashFlowAgeingPercentages.png|300px|thumb|right|Enter Cash Flow Ageing Percentages]] To enter the cash flow ageing percentages, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''P&L Cash Flow Entry''' item (or '''BS Cash Flow Entry''' item) in the menu; # Click on the '''Customise''' button; # Select the '''Cash Flow Ageing Version''' and click '''OK'''; # For each account, enter the percentages split between the '''Current''', '''1 Month''', '''2 Month''' and '''2+ Month''' columns. === Notes === * The percentages should total to 100%. * You may need to run a '''Get Data''' for the numbers to recalculate correctly. <br clear=all /> == Related Topics == * [[How to forecast cash flow]] * [[How To Guides]] [[Category:How To Guides]] 5118f9f8d3d882a0dadebb0436785c6a2bf7403c 2216 2210 2015-04-29T06:04:35Z Nic 2 wikitext text/x-wiki == Overview == In order to create a cash flow, you will need to enter cash flow ageing percentages for each account. These percentages are used to convert your accrual numbers into cash numbers. == How to enter cash flow ageing percentages == [[File:EnterCashFlowAgeingPercentages.png|300px|thumb|right|Enter Cash Flow Ageing Percentages]] To enter the cash flow ageing percentages, follow these steps. # From the main menu, click on '''21. Cash Flow Entry'''; # Click on '''P&L Cash Flow Entry''' item (or '''BS Cash Flow Entry''' item) in the menu; # Click on the '''Customise''' button; # Select the '''Cash Flow Ageing Version''' and click '''OK'''; # For each account, enter the percentages split between the '''Current''', '''1 Month''', '''2 Month''' and '''2+ Month''' columns. === Notes === * The percentages should total to 100%. * You may need to run a '''Get Data''' for the numbers to recalculate correctly. <br clear=all /> == Related Topics == * [[How to create a cash flow]] * [[How To Guides]] [[Category:How To Guides]] 984248194e0f0b06eac8b2ecb915bd90e2c8075d 0 593 2217 2015-04-29T06:06:56Z Nic 2 Created page with "== Overview == Once you have create a [[[Cash Flow]], you can use it on any number of reports. == How to report on your cash flow == To report on your cash flow, follow the..." wikitext text/x-wiki == Overview == Once you have create a [[[Cash Flow]], you can use it on any number of reports. == How to report on your cash flow == To report on your cash flow, follow these steps. # From the main menu, click on '''11. Monthly Reports'''; # Click on '''Monthly Profit and Loss''' report item in the menu; # Click on the '''Customise''' button; # Select the '''Version''' and choose your '''Cash Flow Version'''; # Select all other filters and click '''OK'''. <br clear=all /> == Related Topics == * [[How to create a cash flow]] * [[How To Guides]] [[Category:How To Guides]] 342203aa98f55b960bd55f24b83d0c761c6c04d6 0 94 2219 2084 2015-04-30T01:06:51Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2015 or lower === To troubleshoot problems with MYOB AccountRight Live 2015 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 27757af0608b32d396d4fc348ba293331f655f1c 2220 2219 2015-04-30T01:07:40Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic 19.10 or lower === To troubleshoot problems with MYOB AccountRight Classic 19.10 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]]. === MYOB AccountRight Live 2015 or lower === To troubleshoot problems with MYOB AccountRight Live 2015 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 85c331a2af749cf90f4044e12f2e0dd39916ec10 0 594 2221 2015-04-30T01:14:09Z Jeff 1 Created page with "== Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are capt..." wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] <br clear=all /> == Procedure == Start BudgetLink When prompted click Get Data If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself Click OK in that message Then at the bottom of the Get Data Progress Log there will be a Send Button [[Category:Troubleshooting]] 832f79d8501c6852ad85edcafe308467533c35d4 2222 2221 2015-04-30T01:18:44Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below [[File:GetDataDialogue.png|300px|thumb|right|Data Data Options Dialog]] <br clear=all /> == Procedure == Start BudgetLink When prompted click Get Data If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself Click OK in that message Then at the bottom of the Get Data Progress Log there will be a Send Button [[Category:Troubleshooting]] 7f3767caebf3689fbe4d2a4a1a765ee5b1d45f27 2223 2222 2015-04-30T01:20:07Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself Click OK in that message Then at the bottom of the Get Data Progress Log there will be a Send Button [[Category:Troubleshooting]] 28f9867d21d16d4e84334a30d182321f8e9d6967 2224 2223 2015-04-30T01:24:20Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself At the bottom of the Get Data Progress [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send button and follow the prompts to send the log as an email attachment [[Category:Troubleshooting]] 3a910cfd42cc1504c33f056e00d6800879928904 2225 2224 2015-04-30T01:25:15Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send button and follow the prompts to send the log as an email attachment [[Category:Troubleshooting]] 07057a13d277ce4439be5f4dd67ea6e7d1f80d5a 0 595 2228 2015-04-30T06:25:07Z Nic 2 Created page with "BudgetLink v2015.4.2.137 was released on 30/04/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''Currency Conversion''' * Implemente..." wikitext text/x-wiki BudgetLink v2015.4.2.137 was released on 30/04/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''Currency Conversion''' * Implemented fix for currency conversion and consolidated company when values do not exist for all companies for AUD. '''13th Period''' * Added support for 13th period for MYOB Classic. '''Customise''' * Updated filters screen to show at least 20 elements. * Fixed bug where cancelling the filters would display it again. '''Drilldown''' * Updated drilldown to work on 64-bit versions of Excel. Had to fix spreadsheet and database. Specifically LIKE CLAUSES were broken. '''Reports''' * Fixed Budget Analysis report show/hide relating to SumAbsProduct. * Updated job reports to default to not show all jobs. '''64-bit Support''' * Fixed memory calculation issue for 64-bit excel. '''Startup''' * Updated style of startup workbook. '''Options'''' * CompactDatabaseOnGetData will default to true. '''Fixes''' * Enhanced SumAbsProduct to normalise the input to ensure it always operates as it should. * Updated the ABOUT worksheet to have dynamic links. * Updated the help workbook to use the correct links for the wiki and to make it dynamic. Also removed references to BudgetLink. * Added Send License Details via Emails button to support worksheet. == Related Topics == * [[BudgetLink version archive]] 43367b0ade7d14c8902e8d6cce3e1019dafd3e35 0 585 2229 2192 2015-04-30T06:25:17Z Nic 2 wikitext text/x-wiki BudgetLink v2015.4.1.136 was released on 13/04/2015. == Enhancements == '''Fixes''' * Implemented fix when writing blank strings to database to not crash in Excel 2013 64-bit on windows 8. * Implemented fix when getting data from tables named similarly. * Implemented fix for OLEDB query tables for 64-bit excel. == Related Topics == * [[BudgetLink version archive]] 73c7be3ec030a22796f56e304db67d7627761b7f 0 272 2230 1627 2015-05-07T00:13:33Z Nic 2 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] 516fa3f65dd5873f3cddab5ee0bc7d315f25749e 0 596 2231 2015-05-07T00:18:33Z Nic 2 Created page with "== Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following ..." wikitext text/x-wiki == Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink allow multiple users access to the software. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. If you require multiple users to have access to the software, you will either need to: * Subscribe to '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''; * Purchase the multi-user feature. Either of these approaches can be achieved via the subscription page from the following link. * [http://accountingaddons.com.au/budgetlink/subscribe/ Subscribe] == Related Topics == * [[Features]] 9aa3e6a50868bc10f9b66a59fac689792a06786d 2232 2231 2015-05-07T00:18:58Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink allow multiple users access to the software. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == How to get multi-user access to BudgetLink == If you require multiple users to have access to the software, you will either need to: * Subscribe to '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''; * Purchase the multi-user feature. Either of these approaches can be achieved via the subscription page from the following link. * [http://accountingaddons.com.au/budgetlink/subscribe/ Subscribe] == Related Topics == * [[Features]] bfd062cc71ac67040a3885c0fbae4f8bc5f4a237 2233 2232 2015-05-07T00:19:22Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink allow multiple users access to the software. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == How to get multi-user access to BudgetLink == If you require multiple users to have access to the software, you will either need to: * Subscribe to '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''; * Purchase the multi-user feature. Either of these approaches can be achieved via the subscription page from the following link. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] 6d003d1501d70f47530355e3131b90732fbbd9f3 2235 2233 2015-05-07T00:39:02Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink allow multiple users access to the software. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. In order to provide an easy transition to having multiple users, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require multiple users to have access to the software, you will either need to: * Subscribe to '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''; * Purchase the multi-user feature. Either of these approaches can be achieved via the subscription page from the following link. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] 53743929bee84d2161ff967de30701b2a0fae2f9 2236 2235 2015-05-07T00:40:02Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink allow only a single user access to the software. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink allow multiple users access to the software. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == Grace Period == In order to provide an easy transition, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require multiple users to have access to the software, you will either need to: * Subscribe to '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''; * Purchase the multi-user feature. Either of these approaches can be achieved via the subscription page from the following link. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] c184d2d095e0e5885bafcc1332d040bf1d543f2e 2237 2236 2015-05-07T00:43:28Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink can only be used by a single user. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink can be used by multiple users. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == Grace Period == In order to provide an easy transition, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require the software to be used by multiple users, you will either need to either: * Subscribe to '''BudgetLink Pro Edition''' * Subscribe to '''BudgetLink Ultimate Edition'''; * Subscribe to the multiple users feature. Subscriptions can be purchased from the following page. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] e6b254ae87149c73dfac3a606b21a2921efb64cb 2238 2237 2015-05-07T00:44:16Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink can only be used by a single user. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink can be used by multiple users. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == Grace Period == In order to provide an easy transition, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require multiple users to use the software, you will either need to either: * Subscribe to '''BudgetLink Pro Edition''' * Subscribe to '''BudgetLink Ultimate Edition'''; * Subscribe to the multiple users feature. Subscriptions can be purchased from the following page. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] f5989191035e179e585cd490aa249a49be86649e 2239 2238 2015-05-07T00:47:43Z Nic 2 wikitext text/x-wiki == Overview == The following editions of BudgetLink can only be used by a single user. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink can be used by multiple users. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == Grace Period for Single User Licenses == In order to provide an easy transition, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require multiple users to use the software, you will either need to either: * Subscribe to '''BudgetLink Pro Edition''' * Subscribe to '''BudgetLink Ultimate Edition'''; * Subscribe to the multiple users feature. Subscriptions can be purchased from the following page. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] 8f92bed977489d7eacfc37b7b1590f9425e4167d 0 597 2234 2015-05-07T00:20:44Z Nic 2 Redirected page to [[Multiple Users]] wikitext text/x-wiki #REDIRECT [[Multiple Users]] 6fbbec54f133483fdac845099cee6fcee3731491 0 93 2240 1387 2015-05-07T06:44:51Z Nic 2 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded budgetlink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. While BudgetLink can be moved to another location once installed, there are costs involved. For more information, see [[Transfering BudgetLink to another location]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Prior to installing BudgetLink, you will need to download it. To do so, refer to the article. Once downloaded, follow these steps to install v. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 653e1ffe12038cefb237106378608e3d0562d5f6 2241 2240 2015-05-07T06:45:43Z Nic 2 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded budgetlink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. While BudgetLink can be moved to another location once installed, there are costs involved. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Prior to installing BudgetLink, you will need to download it. To do so, refer to the article. Once downloaded, follow these steps to install v. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] dda2f5ae636d6ffc5027de1edcdf56f5edf8ae14 2242 2241 2015-05-07T06:46:03Z Nic 2 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded budgetlink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. While BudgetLink can be moved to another location once installed, there are costs involved. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 34bf36d8162850b98c8118fa8953029f9eb1ae1b 2243 2242 2015-05-07T06:47:01Z Nic 2 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. While BudgetLink can be moved to another location once installed, there are costs involved. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] d55074ecc162f873ca155949bca361aca4ec818a 0 536 2244 1980 2015-05-15T05:57:09Z Jeff 1 wikitext text/x-wiki == Overview == If users do not have access to a server and you want to share BudgetLink with them, you can do so by installing or transferring Budgetlink to Dropbox and sharing it. It works as normal for running reports however it as a limitation where only one person can use BudgetLink to update budgets or edit settings == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder 9e85fa507a06af3928d02f0ea18c703309ccce25 2245 2244 2015-05-15T06:00:30Z Jeff 1 wikitext text/x-wiki == Overview == If users do not have access to a server and you want to share BudgetLink with them, you can do so by installing or transferring Budgetlink to Dropbox and sharing it. It works as normal for running reports however it as a limitation where only one person can use BudgetLink to update budgets or edit settings == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == e33552489975bfcdab51443e1ff347aa5a7ac612 2246 2245 2015-05-15T06:02:37Z Jeff 1 wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from drop box. It assumes that you have already installed BudgetLink on Drop Box == Overview == == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 625fd1a2b79221890f0870de83dbc2e0ec5beace 2247 2246 2015-05-15T06:04:07Z Jeff 1 wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from drop box. It assumes that you have already installed BudgetLink on Drop Box == Pre-Requisits == == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 1599aec821d4a8710986ada67b01d4528ba7d2bf 2248 2247 2015-05-15T06:05:06Z Jeff 1 wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from drop box. It assumes that you have already installed BudgetLink on Drop Box == Pre-Requisits == [[How to move your BudgetLink folder from it's folder location to your Dropbox folder | move your BudgetLink folder from it's folder location to your Dropbox folder]] == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 8ab9f347cc464ea36850180de1d211721fdb46eb 2249 2248 2015-05-15T06:18:04Z Jeff 1 wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from drop box. It assumes that you have already installed BudgetLink on Drop Box == Pre-Requisits == [[How to move your BudgetLink folder from it's folder location to your Dropbox folder | Move BudgetLink to your Dropbox folder]] == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] ffb9e1564e2ef7c4e31d14b87572d36b6dea889d 0 177 2250 2181 2015-05-20T07:32:01Z Jeff 1 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2c24921f59709e013661546c9bb303bb05c969b8 0 598 2251 2015-05-20T07:42:17Z Jeff 1 Created page with "== Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation o..." wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. # Start BudgetLink; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # Copy and paste it into a subscription form or email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] f7ca2d04d381e26b76623fd4ce9e4b1757d78b69 2252 2251 2015-05-20T07:43:15Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. # Start BudgetLink. If you have multiple installations make sure you choose the one you want to register; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # Copy and paste it into a subscription form or email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] a63184bcf42fdc249abc750c193aed38dc380400 0 226 2253 2189 2015-05-28T22:55:05Z Jeff 1 wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. The process is the same for entering a Transfer Key or an Upgrade Key == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previoously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7a80c861c26ebb3d3a3c07b84c7de5ba238b6b8f 0 1 2254 2226 2015-06-02T04:18:32Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.6.1.139]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 16c50e305ff772609c5a035927d93a296688ed86 2277 2254 2015-06-25T06:04:24Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.6.2.140]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 97532b24023d787c8e18f329379536980826756a 0 204 2255 2227 2015-06-02T04:18:59Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 77e0c31dd8f49e4dd7d071ef1846938e7c0366f6 2278 2255 2015-06-25T06:04:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8ee7c00c3b06683ee6eea0b96138987d5012c21a 0 599 2256 2015-06-02T04:20:56Z Nic 2 Created page with "BudgetLink v2015.6.1.139 was released on 02/06/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''MYOB AccountRight Live''' * Fixed i..." wikitext text/x-wiki BudgetLink v2015.6.1.139 was released on 02/06/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with username for MYOB AccountRight live to ensure check is done correctly. '''Reckon Accounts''' * Fixed issue with Reckon Accounts causing get data to fail when weekly periods, currency conversion used and calculating opening balances. '''Licensing''' * Enhanced Single User License checks to have help button. * Enhanced Single User License checks to allow subscription through website instead of email. '''Cash Flow''' * Fixed issue with Cash Flow to support 13th period present. '''Account Hierarchies''' * Fixed issue with Account Hierarchy so that retained earnings is calculated correctly. Was assigned no job instead of Consolidated Job. == Related Topics == * [[BudgetLink version archive]] d298534771bd6e651cb56be7f478396711d579e4 0 600 2257 2015-06-10T23:18:02Z Jeff 1 Created page with " From the BudgetLink Installation folder open ..System/Backup/Workbooks Locate the Report (Workbook) to restore and copy it Paste the Report into the System folder" wikitext text/x-wiki From the BudgetLink Installation folder open ..System/Backup/Workbooks Locate the Report (Workbook) to restore and copy it Paste the Report into the System folder 099c055125af40f5af523b513c35cc5b0a15cf46 2258 2257 2015-06-10T23:18:42Z Jeff 1 wikitext text/x-wiki **Procedure** #From the BudgetLink Installation folder open ..System/Backup/Workbooks #Locate the Report (Workbook) to restore and copy it #Paste the Report into the System folder 2150977151c17aecd8a32f8d24f6a7d522ce6e94 2259 2258 2015-06-10T23:19:00Z Jeff 1 wikitext text/x-wiki Procedure #From the BudgetLink Installation folder open ..System/Backup/Workbooks #Locate the Report (Workbook) to restore and copy it #Paste the Report into the System folder 8e86cb61cf42444375570906ab11b189ce14a237 2260 2259 2015-06-10T23:23:19Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\System\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the System folder and replace the report to discard # Return to the Menu and click Refresh f7a3125dff0cfda3e860e2b4606f15955cc4f1a9 0 594 2261 2225 2015-06-15T10:36:25Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment [[Category:Troubleshooting]] b547300925b6a51899dd9b231bd8fcd9668e8e73 0 263 2262 2182 2015-06-16T13:28:23Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. You will require the BudgetLink Serial Number to complete the registration Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 20d31ffdfae0d46fac8f1961e207a822747fc72b 2263 2262 2015-06-16T13:29:05Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. You will require the BudgetLink Serial Number to complete the registration Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8e0ec830732d209884dcaf4ed8c1a2c5de5a3c73 2264 2263 2015-06-16T13:33:18Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Once you've evaluated the BudgetLink and are happy with it's feature set, you will need to get a license of one of the editions. To do so, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, click on the '''Get License Key''' button; # From your web browser, choose which Edition and Payment Terms by clicking on the '''Subscribe''' button; # Fill in your details (and credit card details if purchasing a paid version of the software) and click '''Subscribe'''. You will require the [[How to find the BudgetLink Serial Number | BudgetLink Serial Number]] to complete the registration Once we receive your details, we will issue out your license key. To enter the license key into the software, see [[How to enter a License Key]]. === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 41b60ffd0cdee6a58dea45e29543777e809fa078 0 601 2265 2015-06-16T13:40:56Z Jeff 1 Created page with "== Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a Serial Number is generate Upon subscribing to an edition th..." wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a Serial Number is generate Upon subscribing to an edition the Serial number will be required To locate the Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the Serial Number in the top right corner; The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 66e1d2b4a7b5590fce5e22db67bf2f81b9ba9ab4 2266 2265 2015-06-16T13:42:06Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a Serial Number is generate Upon subscribing to an edition the Serial number will be required To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7c96860f4967a86697d8b644bb339af5d98ab2b6 2267 2266 2015-06-16T13:43:58Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a Serial Number is generate Upon subscribing to an edition the Serial number will be required To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 07b1dba2ffaaa93a5e43d37cec3d69ddcfac49f6 2270 2267 2015-06-16T13:49:37Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a Serial Number is generated. Upon subscribing to an edition the Serial number will be required. To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; Each BudgetLink installation will have a different Serial Number The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2aef8046340c876eab3b8a8b1b84b7e15841b524 2271 2270 2015-06-16T13:50:50Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] When BudgetLink is installed a [[BudgetLink Serial Number]] is generated. Upon subscribing to an edition the Serial number will be required. To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; Each BudgetLink installation will have a different Serial Number The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8985851d3e77ca598be7af56ce5c396aa892f4b5 2273 2271 2015-06-16T13:54:24Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] BudgetLink has a [[BudgetLink Serial Number | Serial Number]]. It is required to subscribe to an edition. To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; Each BudgetLink installation will have a different Serial Number The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 851179bdf49183bf4fa4b1fb2065893f474c6fdd 2274 2273 2015-06-16T13:54:42Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] BudgetLink has a [[BudgetLink Serial Number | Serial Number]]. It is required to subscribe to an edition. To locate the BudgetLink Serial Number, follow these steps. == Procedure == # Start BudgetLink; # From the licensing dialogue, locate the BudgetLink Serial Number in the top right corner; The Serial Number can be copied and pasted from the form to a web form === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 523843a3c5c9efaf5a756dfb587434fb1f88e471 0 602 2268 2015-06-16T13:46:46Z Jeff 1 Created page with "== Information == When BudgetLink is installed it will generate a Serial Number The Serial Number is required to License BudgetLink Here is [[How to find the BudgetLink Ser..." wikitext text/x-wiki == Information == When BudgetLink is installed it will generate a Serial Number The Serial Number is required to License BudgetLink Here is [[How to find the BudgetLink Serial Number]] <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] f34f11ce3016020fc9d38662c1bf7c5f6bb7bb4c 2269 2268 2015-06-16T13:48:24Z Jeff 1 wikitext text/x-wiki == Information == When BudgetLink is installed it will generate a Serial Number The Serial Number is required to License BudgetLink Here is [[How to find the BudgetLink Serial Number | how to find the BudgetLink Serial Number]] <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 4cbdfa609deea271308e22dfdde247b0097c15c1 2272 2269 2015-06-16T13:53:15Z Jeff 1 wikitext text/x-wiki == Information == Each installation of BudgetLink has a separate Serial Number The Serial Number get generated when the software is installed. When Transferring BudgetLink to another machine the Serial Number will get transfered with it The Serial Number is required to License BudgetLink Here is [[How to find the BudgetLink Serial Number | how to find the BudgetLink Serial Number]] <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2f7b113b1ac112fcfd4c9180a09e9c668a626e05 0 216 2275 1629 2015-06-19T04:38:33Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Display Issues == If you experience display issues when using reports, consult the following guides. * [[Rows and columns are not displaying correctly in Excel]] == Balance Sheet Issues == * [[Balance sheet values are incorrect due to future dated transactions]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 558910cf44f611dadd77898b4afd02f6fdf6dc38 0 603 2276 2015-06-19T04:45:08Z Nic 2 Created page with "== Overview == While BudgetLink can report on many more years than MYOB, future dated transactions far into the future can cause issues with the balance sheet reports. These ..." wikitext text/x-wiki == Overview == While BudgetLink can report on many more years than MYOB, future dated transactions far into the future can cause issues with the balance sheet reports. These are typically incorrectly entered in the first place (e.g. transactions in the year 2024 when the current financial year is 2015). == Find future dated transactions in MYOB AccountRight Live == To identify the problem future dated transactions in MYOB AccountRight Live, follow these steps. # From the '''MYOB Command Centre''', click on the '''Accounts''' tab and then on '''Reports'''; # Select the '''Account Transactions [Accrual]''' report under '''Accounts'''; # Enter the first date of the next financial year (e.g. 01/07/2015); # Enter a date far into the future (e.g. 01/01/2100 or 01/01/6999); # Select '''All Accounts'''; # Click to '''Display Report'''. If any transactions appear on the report, confirm if they are dated correctly or not. Most likely, the date has been entered correctly. Once the transactions are corrected, run a [[Get Data|Full Get Data]] in '''BudgetLink''' and confirm if the balance sheet figures are correct. == Related Topics == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] e6068f7bf642ac708cac28311b2155d0f49f0bc8 0 604 2279 2015-06-25T06:05:36Z Nic 2 Created page with "BudgetLink v2015.6.2.140 was released on 25/06/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''Balance Sheet''' * Fixed issue with..." wikitext text/x-wiki BudgetLink v2015.6.2.140 was released on 25/06/2015. Support for 13th period and more reliable currency conversion. == Enhancements == '''Balance Sheet''' * Fixed issue with balance sheet calculation with future dated transactions far into the future in MYOX. == Related Topics == * [[BudgetLink version archive]] 593292f9e2372bcebb391d85b2177075b349e71d 0 528 2280 2004 2015-06-25T23:33:20Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic 19.10 or lower. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater Sample Data File]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic Data File to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 529e81dfa5cc1ed929b04294f457d2976f9c249f 2281 2280 2015-06-25T23:36:53Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic 19.10 or lower. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] a1f59618bde5c8e28b86f24707f44ec653f502e7 2325 2281 2015-07-24T01:44:49Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic or lower. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 8e77a8417f3c8149b124d1a0270bb69373e4c526 0 605 2282 2015-06-25T23:37:56Z Nic 2 Created page with "== Overview == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. It is usually located in your MYOB folde..." wikitext text/x-wiki == Overview == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. It is usually located in your MYOB folder. You can do a search for '''clearwtr.myo''' on your system. Once found, make a note of the folder where that file is located. You can update the data file connection to point to that data file and run a get data. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]] [[Category:Troubleshooting]] ead8a9b28164b319c192fb11b5bb0660f86d4e7f 0 606 2283 2015-06-25T23:40:56Z Nic 2 Created page with "== Overview == The MYOB ODBC driver can have problems connecting to specific files. Typically, this is caused when your file name looks '''complex'''. If the get data proce..." wikitext text/x-wiki == Overview == The MYOB ODBC driver can have problems connecting to specific files. Typically, this is caused when your file name looks '''complex'''. If the get data process crashes or fails, we recommend removing the following characters from your file name: '''& , - .'''. To test it out, we recommend you first make a copy of your MYOB file and give it a shorter, cleaner name. Once done, connect BudgetLink to this copy of your data file and run a get data and see if it helps. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]] [[Category:Troubleshooting]] 90cd465f243c42dd744b042f6dcfc6701e57e039 0 527 2284 1915 2015-06-25T23:51:51Z Nic 2 wikitext text/x-wiki == Overview == This error typically occurs when there is an issue with the MYOB ODBC Driver We recommend you refer to the following articles to resolve the issue. * [[Troubleshooting the MYOB ODBC driver]] If the problem persists, please [http://accountingaddons.com.au/services/consulting-and-support/ Request Support] and one of our team will be in contact with you. [[Category:Troubleshooting]] 1d5a0561d670275c0342d0b3b8fb898f28950154 0 105 2285 1374 2015-06-26T01:16:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 4c583eb9179feb33c01495b559383226f8840b4c 0 177 2286 2250 2015-06-30T00:57:15Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to locate your ExcelReportLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 0dd58e0ffb5b8f54797c2db64a7ba3a766f72cde 0 598 2289 2252 2015-06-30T01:11:19Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == # Start BudgetLink. If you have multiple installations make sure you choose the one you want to register; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # Copy and paste it into a subscription form or email; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users request a license key in order to know the versions each users are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e9a929512385156deb47f2b16961c8156c894dff 2290 2289 2015-07-04T02:06:25Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == # Start BudgetLink. If you have multiple installations make sure you choose the one you want to register; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # To transfer it copy (Ctrl-C) and paste it into a subscription form or email; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 4b13e50458afb0422380ff8ddf7ed02137d831f3 0 198 2291 1442 2015-07-13T01:17:44Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets Vs committed costs. == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] d69b85c5de582466eb73e657155be5a269f7f1e9 2292 2291 2015-07-13T01:20:11Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] cbc60ac8d3861e6c57b222185bf1ccd2c1eb32a7 2293 2292 2015-07-13T01:42:11Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 0f81b4e5d7b20443cf95a293eb68222998959914 2294 2293 2015-07-13T01:59:08Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == *Start BudgetLink *Click on "30.Settings". *In the drop-down select "Options and Administration" *Click on the button "Set User Options" A pop-out will appear. *Click on "Versions" in the menu. *Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.jpg]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] c144bf9c8bbbb92c9b7121f2bbfd270a78c774e6 2295 2294 2015-07-13T02:00:20Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == *Start BudgetLink *Click on "30.Settings". *In the drop-down select "Options and Administration" *Click on the button "Set User Options" A pop-out will appear. *Click on "Versions" in the menu. *Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 1af954e7f871e1c1ec1926e767897eb074742263 2296 2295 2015-07-13T02:02:04Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == *Start BudgetLink *Click on "30.Settings". *In the drop-down select "Options and Administration" *Click on the button "Set User Options" A pop-out will appear. *Click on "Versions" in the menu. *Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|200px|thumb|left|alt text]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] ed84969b69cd02c979db97e2fc77d5472fcb0fbb 2297 2296 2015-07-13T02:02:57Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == *Start BudgetLink *Click on "30.Settings". *In the drop-down select "Options and Administration" *Click on the button "Set User Options" A pop-out will appear. *Click on "Versions" in the menu. *Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 28664198e9b47d0d687a5377e3fdd5589f24711a 2299 2297 2015-07-13T02:07:26Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == *Start BudgetLink *Click on "30.Settings". *In the drop-down select "Options and Administration" *Click on the button "Set User Options" A pop-out will appear. *Click on "Versions" in the menu. *Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 725530f5534f15d78a1942c943374e27c0f69acb 2300 2299 2015-07-13T02:09:50Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" A pop-out will appear. 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 1111909f5630a1d1424d7dd0816045a205c87eff 2301 2300 2015-07-13T02:10:09Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" A pop-out will appear. 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 4c481b032646c48be516427412345981e991089a 2302 2301 2015-07-13T02:10:25Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" A pop-out will appear. 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 9c3871571a40705db2a7a7f4961a7891c874ecb0 2303 2302 2015-07-13T02:10:50Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" A pop-out will appear, as shown in the picture below 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 11b664256c673bef4e9abb5a67a36d2bd3cb9601 2304 2303 2015-07-13T02:12:08Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 263496a18c159570832c9911da5af4c0df1f76c4 2305 2304 2015-07-13T02:16:11Z Jeff 1 /* How to Guides */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] == How to Guides == [[How to Enable the Orders Version]] === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] dc2fa4319ab40914c283f262244d038f4ad2439b 2306 2305 2015-07-13T02:16:45Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == How to Guides == [[How to Enable the Orders Version]] === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19.10 or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] c661d8819b1532c682528300e962403ceb79a7ab 6 608 2298 2015-07-13T02:06:54Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 609 2307 2015-07-13T02:16:53Z Jeff 1 Created page with "== Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out ..." wikitext text/x-wiki == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] 7e637bda19d0272a6e51be155e668b089ce42afb 2308 2307 2015-07-13T02:25:49Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] 41aa54ecf020b6c6feb8bcc04ea2ad925c04c698 2309 2308 2015-07-13T02:26:21Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] f97c3fb6255a153e5347b819189f98c95ceced33 2310 2309 2015-07-13T02:26:31Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] a1d268bba9d12cf449682dfd00a1e6df13a7085f 2311 2310 2015-07-13T02:26:47Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture below''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. 0c867fa84ede3e2ebfaac356b8483016c929da37 2312 2311 2015-07-13T02:27:03Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] 2.Click on "30.Settings". 3.In the drop-down select "Options and Administration" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture beside''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. a56cb7ef986db692ccf8709a1122a533e03eebaa 0 1 2313 2277 2015-07-13T03:08:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.7.1.141]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 824402948ae6f7b4520c881f74cdf593fcb85d2d 2320 2313 2015-07-21T03:17:30Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.7.3.143]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ f40e6794211aba1bbbc1f7ddbbc10c7765168983 0 204 2314 2278 2015-07-13T03:08:38Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f891e02250a4d60c75a84b49bd353e3236761fb8 2322 2314 2015-07-21T03:19:24Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1897158128258c7dfb15adade6b7313808f4a9e2 0 610 2315 2015-07-13T03:11:03Z Nic 2 Created page with "BudgetLink v2015.7.1.141 was released on 13/07/2015. This update primarily focused on currency conversion enhancements. == Enhancements == '''Budget Entry''' * Budget Entry ..." wikitext text/x-wiki BudgetLink v2015.7.1.141 was released on 13/07/2015. This update primarily focused on currency conversion enhancements. == Enhancements == '''Budget Entry''' * Budget Entry now allows selection of Consolidated Category in order to match with Monthly Reports. '''Account Hierarchies''' * Added option to use Account Hierarchy with Consolidation. * Added option to use Account Hierar with Jobs. * Added option to use Account Hierararchy with cost centres. '''Currency Conversion''' * Fixed calculation for account hierarchies and currency conversion to work for additional account hierarchies. * Added global option to drive how YTD Currency Conversion is to be calculated. Option to either sum figures or convert using final months rate. * Added the ability to recalculate currency converted data. '''Reckon Accounts and Quickbooks''' * Fixed issue with balance sheet and header/detail accounts in reckon accounts. '''Get Data''' * Implemented enhancements for archiving module for MYOB_Addresses, MYOB_AccountActivities, MYOB_JobAccountActivities, MYOB_CostCentreAccountActivities. '''Licensing''' * Updated licensing of all BudgetLink editions to match website. == Related Topics == * [[BudgetLink version archive]] a7583fda94c24b1e0c26535cedef9786e40bbe1e 0 361 2316 1495 2015-07-15T23:45:04Z Nic 2 wikitext text/x-wiki This error typically occurs when: * The wrong '''User Name''' and '''Password''' is used to connect to the MYOB AccountRight live data file or; * Your chose to '''Connect to MYOB data file in the CLOUD using MY.MYOB account only'''. When supplying your data file's user name and password, it is important to enter the '''data file's''' user name and password as entered within MYOB. When using the option to '''Connect to MYOB data file in the CLOUD using MY.MYOB account only''', it is important that your MY.MYOB account is setup to allow connecting to your MYOB data file directly. See [[Connecting ODBClink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 137d7612a17a5cc98d155fcf4ea824fa61204c2d 2317 2316 2015-07-15T23:45:32Z Nic 2 wikitext text/x-wiki This error typically occurs when: * The wrong '''User Name''' and '''Password''' is used to connect to the MYOB AccountRight live data file or; * Your chose to '''Connect to MYOB data file in the CLOUD using MY.MYOB account only'''. When supplying your data file's user name and password, it is important to enter the '''data file's''' user name and password as entered within MYOB. When using the option to '''Connect to MYOB data file in the CLOUD using MY.MYOB account only''', it is important that your MY.MYOB account is setup to allow connecting to your MYOB data file directly. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] bc93de2d66093dd80604aa1c8295fa4d5a388c47 0 611 2318 2015-07-16T02:41:34Z Nic 2 Redirected page to [[BudgetLink timed out when connecting to MYOB AccountRight Live]] wikitext text/x-wiki #REDIRECT [[BudgetLink timed out when connecting to MYOB AccountRight Live]] 0cfb66d6200946e4bb72bcecc5dba48aac934cf9 0 612 2319 2015-07-16T02:42:47Z Nic 2 Created page with "== Overview == [[Category:Troubleshooting]]" wikitext text/x-wiki == Overview == [[Category:Troubleshooting]] c99a2e639c9f9c828c71c4b93be96ed3e2c3799c 0 613 2321 2015-07-21T03:19:11Z Nic 2 Created page with "BudgetLink v2015.7.3.143 was released on 21/07/2015. This update primarily focused on MYOB AccountRight Live. == Enhancements == '''MYOB AccountRight Live''' * Added the abi..." wikitext text/x-wiki BudgetLink v2015.7.3.143 was released on 21/07/2015. This update primarily focused on MYOB AccountRight Live. == Enhancements == '''MYOB AccountRight Live''' * Added the ability to download MYOX_AccountBudgets and MYOX_JobBudgets. * Added STANDARD_AccountBudgets and STANDARD_JobBudgets for MYOB AccountRight Live. * Added the ability to connect to MYOB AccountRight Live solely using the MY.MYOB account. * Added the new timeout error message when talking to MYOB AccountRight live. * Added new scalable timeout handling where it will retry connecting a few times before giving up. * Added the ability to cope with larger sets of data by parsing the XML data in smaller chunks. * Updated the default number of records per page for MYOX to be 400. * Fixed issue with timeout to ensure it recovers correctly. '''Reports''' * Updated the Job Summary reports layout. '''Weekly Periods''' * Added option to ""Enable Four-Weekly Periods"" that controls if weeks roll into months. * Enhanced get data process to calculate Monthly Periods and Weekly Periods if licensed. == Related Topics == * [[BudgetLink version archive]] 6bc1fcb896eebdd8cabdcaa2bb592b43c36e3ed5 0 120 2323 2011 2015-07-24T01:43:24Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19.10 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19.10 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 7c96c541c4726f95263b5103dd0cc5db5b20b6f6 2324 2323 2015-07-24T01:44:10Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] c3e1716c4a57af6dc145761f8dca0d7f81947307 0 94 2326 2220 2015-07-24T01:46:31Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic or lower]]. === MYOB AccountRight Live 2015 or lower === To troubleshoot problems with MYOB AccountRight Live 2015 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 4a8562fddfbace64b50160c1845605d6f3ba3c26 0 110 2327 2085 2015-07-24T01:46:59Z Jeff 1 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down, [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] first. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == a310ca9bf3a8dc0844b795da2241e72b75bdb782 0 118 2328 2086 2015-07-24T01:47:26Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2015 or lower]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 5c5daa602441c272fcdeef1b22c88763530bc277 0 119 2329 1438 2015-07-24T01:48:18Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight . == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight or Lower]] == Related Topics == e46213090bfbceacaeb520c0c05033d1725a72b0 0 131 2330 1426 2015-07-24T01:48:47Z Jeff 1 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] is the component that allows third-party software to connect to your [[MYOB AccountRight Classic|MYOB AccountRight or lower]] data file. The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. While this driver is usually installed by MYOB at the same time as MYOB is installed, in some situation this does not happen and you must manually install it. == Installing the MYOB ODBC Driver == To install the MYOB ODBC driver, follow these instructions. # From the windows '''Start''' menu, choose '''All Programs'''; # Find your '''MYOB software''' in the list and select it; # Click on the '''MYOB Tools''' folder; # Click the '''Install MYOB ODBC Direct v10''' item; # Follow the installation prompts to complete the installation process. === Notes === * You will need to be logged in with administrator privileges in order to install the driver. * The correct driver that matches your version of MYOB must be installed. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] * [[MYOB and MYOB ODBC Driver version compatibility]] 075247ae6a6d24ef57a985350db0d5d839d15b5d 0 132 2331 2088 2015-07-24T01:49:16Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] aeb812c48e237e8e6f329d6b0fd17570937104f8 2359 2331 2015-07-24T02:22:54Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 9bfecd0bc0234016ccc5bbd6293106461a5d35d1 0 179 2332 1427 2015-07-24T01:49:42Z Jeff 1 wikitext text/x-wiki == Overview == The [[MYOB ODBC Driver]] allows BudgetLink to connect to your MYOB AccountRight or lower data file. == Re-installing the MYOB ODBC Driver == To re-install the MYOB ODBC Driver, follow these steps. # Remove any DSN's that use the ODBC Driver; # Uninstall the MYOB ODBC Driver; # Install the MYOB ODBC Driver; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] f872b7e5bd271ad6a8e1ccb9ec4dcbf46b053173 0 196 2333 2089 2015-07-24T01:50:06Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 2225e9599c9ab847ed4771357997c49e9989b308 2360 2333 2015-07-24T02:25:24Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 531e9e9160a9fb4e190faeaab35c61bb1d0f8481 0 197 2334 1441 2015-07-24T01:50:29Z Jeff 1 wikitext text/x-wiki == Overview == The Sales [[Versions|version]] allows you to report on your sales data, by only looking at the sales information and nothing else. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] == Related Topics == * [[Versions]] * [[Orders]] * [[Quotes]] b3a2e7ee135d9f575b42e22597476e8d384f24d9 0 198 2335 2306 2015-07-24T01:51:04Z Jeff 1 wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == How to Guides == [[How to Enable the Orders Version]] === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] d40392d8c185b64e00b16691e4fd7fe47a53ce54 0 199 2336 1443 2015-07-24T01:51:35Z Jeff 1 wikitext text/x-wiki == Overview == The Quotes [[Versions|version]] allows you to report on your quotes data, by only looking at the sales quotes and purchase quotes information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming quotes will be. == How to Guides == === How to control the timing (date) of your quotes === BudgetLink can determine the timing (date) of your quotes using the '''quote's date''' or the '''promised date'''. For more information, see [[How to control the timing of your quotes]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] == Related Topics == * [[Versions]] * [[Sales]] * [[Orders]] ce237d7db73449514cb8fc236acf42b2c0863564 0 202 2337 1925 2015-07-24T01:52:08Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Supported Accounting Software == * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options and Administration > Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down 667663ddda51a668c304b050dd592ede7ad21a9b 0 345 2338 2090 2015-07-24T01:52:42Z Jeff 1 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] cd6be412488066778b0de7aef9d8bb451e5b379b 2361 2338 2015-07-24T02:25:55Z Jeff 1 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * Troubleshooting the MYOB ODBC driver [[Category:Troubleshooting]] 22ba68b6baea265affa6406ee930f38a2c59981a 0 241 2339 2091 2015-07-24T01:55:01Z Jeff 1 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 to == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] a2d15d3ee8209fb75a171d95a54328f2a5df142a 2340 2339 2015-07-24T01:55:23Z Jeff 1 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 4e8687e63d66d78d954d76b083caf5cf2b321ef8 2362 2340 2015-07-24T02:26:42Z Jeff 1 wikitext text/x-wiki == Overview == Each version of MYOB uses a different [[MYOB ODBC Driver]]. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. Consult the following table to identify your version of MYOB. '''MYOB ODBC v6''' * MYOB Accounting 16 * MYOB Accounting Plus 16 * MYOB Premier 10 '''MYOB ODBC v7''' * MYOB Accounting 17 * MYOB Accounting Plus 17 * MYOB Premier 11 '''MYOB ODBC v8''' * MYOB Accounting 18 * MYOB Accounting Plus 18 * MYOB Premier 12 * MYOB Premier Enterprise 6 '''MYOB ODBC v9''' * MYOB Premier Enterprise 6.5 '''MYOB ODBC v10''' * MYOB AccountRight Premier 19 == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] ef7bfca2be306748af316374b3c2f9fd40b8b9f3 0 347 2341 2092 2015-07-24T01:57:14Z Jeff 1 wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] ac613fe949a815167bdd63a5bd7638ebda06fdde 2363 2341 2015-07-24T02:27:12Z Jeff 1 wikitext text/x-wiki == Overview == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. This is typically a problem when running third-party software from a Terminal Server environment. In those environment, IT Administrators typically lock things down to ensure nothing breaks. As a first step, we recommend you get your IT Administrator to verify your permissions and grant you '''Full Control''' to the following locations. * The folder containing your '''MYOB data file'''; * The folder containing the '''MYOB ODBC driver''' (e.g. c:\MYOBODBCAU10\); * The folder containing the '''MYOB application''' (e.g. C:\Premier19\); * The folder containing '''BudgetLink''' (e.g. C:\BudgetLink v3.0.0.0\); * The file '''ntdll.dll''' used for the SendMessage API (e.g. C:\Winnt\System32\ntdll.dll); == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] be6ade2c1604cfb8ebc0c2b32be8fb8b697325ad 0 349 2342 1446 2015-07-24T01:58:19Z Jeff 1 wikitext text/x-wiki BudgetLink v3.42.7.109 was released on 23/06/2014. The main enhancements were related to integrating with MYOB AccountRight Live 2014.3 and MYOB AccountRight Classic . == Enhancements == '''Get Data''' * Updated to handle MYOB AccountRight Classic . * Updated to handle MYOB AccountRight Live 2014.3 '''Startup''' * Enhanced to have Getting Started Guide be online based. * Enhanced to add AccountingAddons logo to startup page. '''Miscellaneous''' * Updated the settings workbook to ensure buttons are sized correctly. == Related Topics == * [[BudgetLink version archive]] c41f61ea49847d1c5bf64429ad0ef2f14e4566b7 0 335 2343 2098 2015-07-24T01:58:58Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. Not all functionality is available all versions. To see what functionality is available in your version click on your relevant product for more information * [[MYOB AccountRight Classic|MYOB AccountRight Classic 19 or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live 2015 or lower]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] 4107e859d9b04ae09ef7a85063598df53d10fa8e 2365 2343 2015-07-24T02:28:10Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to the following accounting products. Not all functionality is available all versions. To see what functionality is available in your version click on your relevant product for more information * [[MYOB AccountRight Classic|MYOB AccountRight Classic]] * [[MYOB AccountRight Live|MYOB AccountRight Live ]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] == Related Topics == * [[Get Data]] 49ba11d1af26f4cfd70ecca69944ea8515e565d5 0 346 2344 2094 2015-07-24T02:00:33Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live 2015 or lower. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 940bcadaeacf0c8138558e2daebffe230e36165b 2366 2344 2015-07-24T02:28:39Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 62fb7c1fa4eef990451e0480e9c1ad11cd6c8190 0 465 2345 2095 2015-07-24T02:01:23Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live 2015 or prior; 56eff4d38e8e499453ec3046578fb003dafbab0b 2367 2345 2015-07-24T02:29:08Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live; 6b0c609d78e995ccd64ae6471c3e9e1060d0c7ec 0 498 2346 1846 2015-07-24T02:01:44Z Jeff 1 wikitext text/x-wiki == Overview == For some users, the Get Data process may fail to read a specific table from MYOB AccountRight Classic. There are different causes as to why this may occur. == Get Data process may fail due to user permissions == The MYOB login used to read your MYOB data file may not have the necessary permissions to read all tables. As a general rule, we recommend that the '''Administrator''' login is used as this ensure all tables can be read. To change the login used to connect to your MYOB data file, see [[Changing how BudgetLink connects to your data file]] and [[Connecting BudgetLink to MYOB AccountRight or Lower]]. == Get Data process may fail due to different versions of MYOB == MYOB AccountRight Classic comes in different editions: Accounting, Accounting Plus, Premier and Enterprise. It also comes in different versions: v18, v19, etc. Not all editions and versions of MYOB comes with all tables. For instance, MYOB Accounting does not include the payroll related tables. Accounting and Accounting Plus do not include multiple currencies. While the MYOB ODBC Driver used is common across all versions. It may be that the table required is only available in one specific edition or version of MYOB. It may also be that this table is required for a specific feature of BudgetLink to work. If the get data process fails and you cannot determine why, we recommend you contact Accounting Addons. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 54f0eb37644d40ea0f2c6a41b537f415fd679153 0 605 2347 2282 2015-07-24T02:02:11Z Jeff 1 wikitext text/x-wiki == Overview == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. It is usually located in your MYOB folder. You can do a search for '''clearwtr.myo''' on your system. Once found, make a note of the folder where that file is located. You can update the data file connection to point to that data file and run a get data. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic or lower]] [[Category:Troubleshooting]] c73801cd7721084bcfc544d916aca9d66c1b4fd5 0 606 2348 2283 2015-07-24T02:02:48Z Jeff 1 wikitext text/x-wiki == Overview == The MYOB ODBC driver can have problems connecting to specific files. Typically, this is caused when your file name looks '''complex'''. If the get data process crashes or fails, we recommend removing the following characters from your file name: '''& , - .'''. To test it out, we recommend you first make a copy of your MYOB file and give it a shorter, cleaner name. Once done, connect BudgetLink to this copy of your data file and run a get data and see if it helps. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic or lower]] [[Category:Troubleshooting]] 99f1347a3dd8cf831f6a6971122f369174b9e7f8 0 36 2349 2083 2015-07-24T02:11:40Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight Live. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 7fb6b555f9958ccad798b24217a86502dd96d6ba 2350 2349 2015-07-24T02:12:31Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to [[MYOB AccountRight Live]]. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 91fc4999ee7dac382b777dd35a59576ff7a58c26 2351 2350 2015-07-24T02:13:17Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can connect to [[MYOB AccountRight Live]] . == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 063333bc30c890dc875c8a024ad5c556ced6ad35 2352 2351 2015-07-24T02:15:06Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can connect to [[MYOB AccountRight Live 2]]. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 7aa8548b4b16d393b8603531f183d80975d0f234 2353 2352 2015-07-24T02:15:44Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can connect to [[MYOB AccountRight Live]]. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 91fc4999ee7dac382b777dd35a59576ff7a58c26 0 94 2354 2326 2015-07-24T02:18:18Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic or lower]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d0e6af085d301fe89a2852996e1d977e64e81b0f 0 110 2355 2327 2015-07-24T02:19:11Z Jeff 1 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down, [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] first. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] * [[MYOB AccountRight Live|MYOB AccountRight Live]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == ad47ad72ba6c405e48e0c806738d08f0509925a4 0 118 2356 2328 2015-07-24T02:20:41Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live 2015]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 0cc7d2a42d1980dfd035e14234e866393bbed1b3 2357 2356 2015-07-24T02:21:17Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight or Lower]] * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] e46adc16df59a1cdf6b59cee94bc1c188f8db361 0 117 2358 2087 2015-07-24T02:22:18Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''MYOB AccountRight ''' as the '''Data File Type'''; # Choose whether to '''Connect to MYOB data file in the LOCAL library''', '''Connect to MYOB data file in the REMOTE library''' OR '''Connect to MYOB data file in the CLOUD'''; # If using '''Connect to MYOB data file in the REMOTE library''' enter the '''Server Name''' where the data file is located; # Click the '''Browse''' button to select your data file; # If using '''Connect to MYOB data file in the CLOUD''', log in to your my.myob account and click the '''Allow Access''' button; # Select the data file to connect to and click '''OK'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] da7732ce345447a39eaa631ab1c6aaa99a494b5a 0 268 2364 2093 2015-07-24T02:27:34Z Jeff 1 wikitext text/x-wiki == Overview == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. This is required as the new PC installation installs slightly different components and the old MYOB AccountRight Live API may conflict with these new components. == Uninstalling the MYOB AccountRight Live API == To uninstall the MYOB AccountRigth Live API, follow these steps. # Click the Windows '''Start''' Menu search for '''Remove Programs'''; # From the Add or Remove Programs screen, scroll until you find the '''MYOB AccountRight API''', select it and choose '''Uninstall''' # Follow the prompts. == Related Topics == * [[Troubleshooting Get Data Problems]] * [http://help.myob.com.au/ar2014/installoptions.htm Installation Options for AccountRight Live] a00164095e27cfb84fe16191239f51b42632f4fa 0 542 2368 2171 2015-07-24T02:29:41Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] f47e02a04b76f59f5d2e1f24db424c5642a020d5 0 545 2369 2097 2015-07-24T02:30:14Z Jeff 1 wikitext text/x-wiki == Overview == The Profit and Loss by Category report displays your [[Accounts|Profit and Loss Accounts]] down the page and your [[Categories]] across the page. It allows you to quickly get a detail view of your business broken down by Categories in the one report. To keep the report concise, only Categories which have values for the currently selected filters will be included on the report. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''15. Category Reports'''; # Click on '''Profit and Loss by Category'''. == How to use this report == Upon opening the Report all Categories will appear down the page To change what data appears on the report then click on the [[Customising Reports|customise button]] and select the appropriate filters. == Related Topics == * [[Category Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] == Trouble Shooting == If numbers only appear in No Category then if you are using MYOB AccountRight or Xero you will need to change the Version: filter from Actual to Actual (Categories) [[Category:Reports]] 6393cf439660881634d53a524365569ae8799989 0 120 2370 2324 2015-07-24T05:02:29Z Jeff 1 Jeff moved page [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] to [[Connecting BudgetLink to MYOB AccountRight 19]] wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] c3e1716c4a57af6dc145761f8dca0d7f81947307 0 614 2371 2015-07-24T05:02:29Z Jeff 1 Jeff moved page [[Connecting BudgetLink to MYOB AccountRight 19.10 or Lower]] to [[Connecting BudgetLink to MYOB AccountRight 19]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight 19]] c29fd4ec6dd4101cc3e1bfac639bcf48a05c7ed0 0 528 2372 2325 2015-07-24T05:03:08Z Jeff 1 Jeff moved page [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]] to [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Classic or lower. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 8e77a8417f3c8149b124d1a0270bb69373e4c526 0 615 2373 2015-07-24T05:03:08Z Jeff 1 Jeff moved page [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19.10 or lower]] to [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] wikitext text/x-wiki #REDIRECT [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] fe3e7cc64ca6646af9140ae7cd36ab43fd2d0fac 0 575 2374 2142 2015-07-30T01:06:41Z Nic 2 wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you upgrade to the latest version of BudgetLink. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] b1a89e0b3592717653f24cb612396dd2e74837b5 0 204 2375 2322 2015-08-11T03:35:52Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6f1378563466dbcef23fe58f2ad73684afb16141 0 1 2376 2320 2015-08-11T03:36:00Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.8.1.144]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ c71e299b9e7d31bf29b5acc007ddb25fe58e07f7 0 616 2377 2015-08-11T03:55:56Z Nic 2 Created page with "BudgetLink v2015.8.1.144 was released on 11/08/2015. == Enhancements == '''Licensing''' * Added System button to main licensing form. * Enhanced the licensing to allow No J..." wikitext text/x-wiki BudgetLink v2015.8.1.144 was released on 11/08/2015. == Enhancements == '''Licensing''' * Added System button to main licensing form. * Enhanced the licensing to allow No Job and No Category to be licensed. '''Budget Entry''' * Fixed budget entry annual split to not include 13th period. * Enhanced budget entry to have simple message. * Enhanced budget entry to cope when editing all cells at once. '''Cash Flow''' * Cash Flow version will default correctly on new installations. * Enhanced Cash Flow Version to only calculate for No Job and Consolidated Job. * Enhanced Cash Flow Version to have recalculate button and not calculate on change. '''Reports''' * Updated Cash Flow report to allow selection of all versions as Actuals. * Updated Job Summary Report layout. '''Get Data''' * Enhanced compact and repair code to work with ACCDB. '''Miscellaneous''' * Application will startup correctly at all times when toggling within windows. == Related Topics == * [[BudgetLink version archive]] 580872770128cf216647915dac11d704934d5a9b 0 271 2378 2213 2015-08-18T22:21:14Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] f41ef685660b2c5867cdb7980f4509ab38f0a0a2 0 617 2379 2015-08-18T22:23:27Z Nic 2 Created page with "== Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the..." wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Budgets''' from the list on the left-hand side in the User Options dialogue; # Tick or Untick '''Disable Data File Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 6c417ef97cad0641699d0a43b1b2e204ca5dc1ad 2380 2379 2015-08-18T22:24:11Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Budgets''' from the list on the left-hand side in the User Options dialogue; # Tick or Untick '''Disable Data File Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 876d78a7d7555dd487315d5a47763b509c89b690 0 618 2381 2015-08-18T22:25:01Z Nic 2 Created page with "== Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disa..." wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Budgets''' from the list on the left-hand side in the User Options dialogue; # Tick or Untick '''Disable Data File Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 979f98fd76904e260064250cae848a4e6a6de30c 2422 2381 2015-09-28T05:33:10Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Tick or Untick '''Disable Data File Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 2f07af245fc4fcbb3fc2fa0cfebd7ae95549bd77 0 619 2382 2015-08-19T22:07:48Z Nic 2 Redirected page to [[How to choose the data files for which to get data]] wikitext text/x-wiki #REDIRECT [[How to choose the data files for which to get data]] 8c69a61f9dd24c5d8f8b94ddd495afd4818ab907 6 620 2383 2015-08-19T22:14:47Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 621 2384 2015-08-19T22:15:56Z Nic 2 Created page with "== Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by..." wikitext text/x-wiki == Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by not having to retrieve data from data files that have not changed or do not need to be refreshed. This feature will only display if you have multiple data files connected and is only available in some editions. See the [[http://accountingaddons.com.au/budgetlink budgetlink]] main website for more information. == How to choose the data files for which to get data == [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files] # Choose to run a '''Full Get Data''' and click '''OK'''; # Tick any data files for which you want the data refreshed; # Untick any data files for which you do not want to refresh the data; # Click '''OK''' to start the get data process. == Related Topics == * [[How To Guides]] * [[Get Data]] [[Category:How To Guides]] f2089d051a2b3f866949380be8fada896b1ad767 2385 2384 2015-08-19T22:16:09Z Nic 2 wikitext text/x-wiki == Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by not having to retrieve data from data files that have not changed or do not need to be refreshed. This feature will only display if you have multiple data files connected and is only available in some editions. See the [[http://accountingaddons.com.au/budgetlink budgetlink]] main website for more information. == How to choose the data files for which to get data == [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] # Choose to run a '''Full Get Data''' and click '''OK'''; # Tick any data files for which you want the data refreshed; # Untick any data files for which you do not want to refresh the data; # Click '''OK''' to start the get data process. == Related Topics == * [[How To Guides]] * [[Get Data]] [[Category:How To Guides]] daf0a995fd25362a8b7a8abd2b399184198e5cf9 2386 2385 2015-08-19T22:16:26Z Nic 2 wikitext text/x-wiki == Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by not having to retrieve data from data files that have not changed or do not need to be refreshed. This feature will only display if you have multiple data files connected and is only available in some editions. See the [[http://accountingaddons.com.au/budgetlink budgetlink]] main website for more information. == How to choose the data files for which to get data == [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] # Choose to run a '''Full Get Data''' and click '''OK'''; # Tick any data files for which you want the data refreshed; # Untick any data files for which you do not want to refresh the data; # Click '''OK''' to start the get data process. <br clear=all /> == Related Topics == * [[How To Guides]] * [[Get Data]] [[Category:How To Guides]] b9ed6c5cd6d1cedd0daabad7846e3fd9c4233d85 2387 2386 2015-08-19T22:16:45Z Nic 2 wikitext text/x-wiki == Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by not having to retrieve data from data files that have not changed or do not need to be refreshed. This feature will only display if you have multiple data files connected and is only available in some editions. See the [http://accountingaddons.com.au/budgetlink BudgetLink] main website for more information. == How to choose the data files for which to get data == [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] # Choose to run a '''Full Get Data''' and click '''OK'''; # Tick any data files for which you want the data refreshed; # Untick any data files for which you do not want to refresh the data; # Click '''OK''' to start the get data process. <br clear=all /> == Related Topics == * [[How To Guides]] * [[Get Data]] [[Category:How To Guides]] f1fa5084ab893f65a34f89afb68e0a96e5994870 2389 2387 2015-08-19T22:19:04Z Nic 2 wikitext text/x-wiki == Overview == During the [[Get Data|Full Get Data]] process, you have the option of choosing which data files you want to get data. This can speed up the get data process by not having to retrieve data from data files that have not changed or do not need to be refreshed. This feature will only display if you have multiple data files connected and is only available in some editions. See the [http://accountingaddons.com.au/budgetlink BudgetLink] main website for more information. == How to choose the data files for which to get data == [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] To choose the data files for which to get data, follow these steps. # Choose to run a '''Full Get Data''' and click '''OK'''; # Tick any data files for which you want the data refreshed; # Untick any data files for which you do not want to refresh the data; # Click '''OK''' to start the get data process. === Notes === * The date and time displayed indicates when the last get data took place for the data file. <br clear=all /> == Related Topics == * [[How To Guides]] * [[Get Data]] [[Category:How To Guides]] f5139f75e1a4f1fce976694aa418e7a0c337b3b2 0 271 2388 2378 2015-08-19T22:17:29Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 31dac0f74c06455f8922820b00fcd74d5cb32610 0 118 2390 2357 2015-08-19T23:37:45Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 73906a2ac99e6446997cee81ed4ffa1108e03c04 2394 2390 2015-08-25T03:44:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your data file in a database. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration when your data file moves, when user names or passwords are changed, or for any other reason. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 820f7b46fd5ceb6bac44db8db5bd16b5861f52ba 0 1 2391 2376 2015-08-21T01:23:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.8.2.145]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 26a8d173988df727a2583bf0eb462db26b8bd631 2418 2391 2015-09-15T03:44:09Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.9.1.147]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 6abeadc67fe83b44629269ceba141ac757cc993a 2426 2418 2015-10-05T03:12:29Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.10.1.149]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 20e6ca091e06e164963deedc7abac49213ab9726 0 204 2392 2375 2015-08-21T01:24:05Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 81fcd6c1fa982dc9e23d04144eab450a05f6aeca 2419 2392 2015-09-15T03:44:28Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 3524961db64f796c621e348982119e3c839cb27f 2427 2419 2015-10-05T03:12:55Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 86608762663c113908da29c401d2194d6a001f70 0 622 2393 2015-08-21T01:26:58Z Nic 2 Created page with "BudgetLink v2015.8.2.145 was released on 21/08/2015. == Enhancements == '''Account Hierarchies''' * Fixed issue when renaming account hierarchies to ensure values for comp..." wikitext text/x-wiki BudgetLink v2015.8.2.145 was released on 21/08/2015. == Enhancements == '''Account Hierarchies''' * Fixed issue when renaming account hierarchies to ensure values for company groups still calculate correctly. * Account hierarchy will be displayed by default on the mapping screen. * Enhanced account hierarchy algorithm to allow accounts to be moved between sections by changing the parent. '''Budget Entry''' * Fixed issue with Budget Entry source values to work for multiple jobs selection. '''Data Files''' * Default data file type will be MYOB AccountRight Live. * Enhanced manage data files screen to not allow users to enable/disable data files unless licensed to use the Advanced Data File Management functionality. '''Get Data''' * Enhanced get data log dialogue to have hyperlink work. * Enhanced Get Data prompt to allow user to refresh data files prior to get data. * Enhanced Get Data process to clear Temp Folder and files at end of process. '''Reports''' * Updated the profit and loss report to publish correctly and retain the profit formulas. == Related Topics == * [[BudgetLink version archive]] a5b50c14e1d237bd20d20b0253a353161cdf4c01 0 57 2395 1603 2015-09-02T04:31:10Z Jeff 1 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [[From a Custom Spread Sheet]] 2: [[From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 8d7100e987f50d326680fcf6aa91d6f86f28462b 2396 2395 2015-09-02T04:31:27Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [[From a Custom Spread Sheet]] 2: [[From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 3cdd8b42fa354c2f2f12b9ef5a20f7617568fbe0 2397 2396 2015-09-02T04:31:39Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [[From a Custom Spread Sheet]] 2: [[From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 3629c970f2d9c3889b4f4cecb8b9ccb68bc1e547 2400 2397 2015-09-02T04:33:43Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [[Importing From a Custom Spread Sheet]] 2: [[Importing From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 64d60881e5b688df22b7f803a8c6a4e1923a653d 2401 2400 2015-09-02T04:34:30Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [[From a Custom Spread Sheet]] 2: [[From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 3629c970f2d9c3889b4f4cecb8b9ccb68bc1e547 2402 2401 2015-09-02T04:38:32Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: [Importing [From a Custom Spread Sheet]] 2: [Importing [From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 826615630f7ba2d4dfb0fb23482ed49483a431a2 2403 2402 2015-09-02T04:39:02Z Jeff 1 /* Importing Budgets From */ wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: Importing [[From a Custom Spread Sheet]] 2: Importing [[From a Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] 8c93cd609b59cddd2c02e4b90dbd45ea805600d0 0 623 2398 2015-09-02T04:32:11Z Jeff 1 Created page with "== Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have ta..." wikitext text/x-wiki == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. f98e8ce6267c4f7fa1981eeb79fd1b120813ead3 2404 2398 2015-09-02T04:42:06Z Jeff 1 wikitext text/x-wiki {{DISPLAYTITLE:Importing From a Custom Spread Sheet}}. == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. b7f91b88d6f6b6c47207c42a647049f9b19176bd 2405 2404 2015-09-02T04:42:24Z Jeff 1 wikitext text/x-wiki == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 0f39cc1fc6798279a0638a33daea61e8f140edd8 2406 2405 2015-09-02T04:42:55Z Jeff 1 wikitext text/x-wiki {{DISPLAYTITLE|Desired Title}} == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 133d4ed835401d78de3e1ae60686af50620e4cb2 2407 2406 2015-09-02T04:43:13Z Jeff 1 wikitext text/x-wiki == Importing Budgets from a custom spread sheet == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. f98e8ce6267c4f7fa1981eeb79fd1b120813ead3 0 624 2399 2015-09-02T04:33:05Z Jeff 1 Created page with "== Importing Budgets from a Budget Template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] Budget template..." wikitext text/x-wiki == Importing Budgets from a Budget Template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. df74cbf3b4cd33f2d6fe668ee9917a08dd4aea0c 0 48 2408 1894 2015-09-02T05:07:43Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink allows you to run various reports that compares [[Accruals|actuals]] (or other data sets) against budgets. These budgets may come different sources. === Budget === By default, BudgetLink is pre-configured with a single budget named '''Budget'''. Additional budgets can be added through [[Version Control]]. For more information, see [[Creating a New Budget]]. Budgets can be [[Entering Budgets|entered]] directly into BudgetLink or [[Importing Budgets|imported]] from custom spread sheet. === MYOB Budget === MYOB allows users to capture a budget at a high level against their accounts. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Budget'''. For more information, see [[MYOB Budget]] Version. This feature is not currently available for MYOB AccountRight Live === MYOB Job Budget === MYOB allows users to capture a budget a high level against their accounts and jobs. This data can be downloaded by BudgetLink and used to run reports. It is the version that is named '''MYOB Job Budget'''. For more information, see [[MYOB Job Budget]] Version. == How to Guides == === Entering your Budgets === If you require the advanced strength of BudgetLink's budgeting functionality, read the [[Entering Budgets|How to enter your budgets]] guide for more information. === Importing your Budgets === If you have spent time devising your budget numbers externally from BudgetLink, you can import these numbers easily. Read the [[Importing Budgets|How to import your budgets]] guide for more information. === Creating additional Budgets or Forecasts === While most accounting packages can capture one set of budget numbers, BudgetLink has the power to have multiple budgets used for various purposes. Read the [[Creating a New Budget]] guide for more information. === Modifying Budget Data === Once you have Budgets within BudgetLink, you may find youself needing to modify your numbers in bulk (e.g. copy your budgets from 2013 to 2014 to use as a starting point). Through [[Version Control]] BudgetLink allows you to manipulate your numbers without needing to manually key them in. Read the [[Modifying Budget Data]] guide for more information. === Protecting your Budgets === Once you are happy with your Budgets, you can lock your budgets so that no one can edit them intentionally (or otherwise). Read the [[Locking Budgets|How to lock your budgets]] guide for more information. === Restoring a budget from a backup === A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. For more information see [[Restoring Budgets from a Backup]]. == Notes == None. == Related Topics == * Budget [[Versions]] 91311c85f46d877cf7f8e9d4ccc5a59811e7f582 0 596 2409 2239 2015-09-03T04:14:08Z Jeff 1 /* How to get multi-user access to BudgetLink */ wikitext text/x-wiki == Overview == The following editions of BudgetLink can only be used by a single user. * BudgetLink Free Edition; * BudgetLink Standard Edition. The following editions of BudgetLink can be used by multiple users. * BudgetLink Pro Edition; * BudgetLink Ultimate Edition. == Grace Period for Single User Licenses == In order to provide an easy transition, BudgetLink provides a 14 day grace period from the first time multiple users want to use the software. == How to get multi-user access to BudgetLink == If you require multiple users to use the software, you will either need to either: * Subscribe to [https://accountinga.ontraport.com/f/1/23310/80/557368f39d01f4bd315d1aedf6eccd96 BudgetLink Pro Edition] * Subscribe to [https://accountinga.ontraport.com/f/1/23310/37/f411da0029a26faa755ce676508de670 BudgetLink Ultimate Edition] * Subscribe to the multiple users feature. Subscriptions can be purchased from the following page. * [http://accountingaddons.com.au/budgetlink/subscribe/ http://accountingaddons.com.au/budgetlink/subscribe/] == Related Topics == * [[Features]] ac0709ac206c4441f77d2778c168e0eb4edfa337 0 94 2410 2354 2015-09-10T01:27:10Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 60473fab06013ebecb2fbadf2b0f6bcab6ae0589 2411 2410 2015-09-10T01:27:28Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 3c89a43171439de7a1dc1c0bb88ea3bd14492e94 2412 2411 2015-09-10T01:28:01Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0eecd669c067e41e5ef6ec1079d4f68f2267c6be 0 178 2413 2194 2015-09-10T22:34:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settrngs'' and then '''Options and Administration'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Untick '''Disable Cash Version''' or '''Disable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] e330eba322f52fa073df79a66b50e0487d544e11 2429 2413 2015-10-06T00:26:32Z Jeff 1 /* How to enable cash based reporting */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settings'' and # Click on'''Options and Administration'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Untick '''Disable Cash Version''' or '''Disable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 56610bd852a676cd35afbfa950adb0a10288de4c 2430 2429 2015-10-06T00:26:47Z Jeff 1 /* How to enable cash based reporting */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settings'' and # Click on '''Options and Administration'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Untick '''Disable Cash Version''' or '''Disable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 9a632c08826911fefd29ba82441e9c3812188b13 0 119 2414 2329 2015-09-10T22:35:23Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight or lower. This includes older versions with different names such as MYOB Accounting, MYOB Accounting Plus, MYOB Premier and MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight . == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19]] == Related Topics == 7d49dceb91fb063149dc01859f8496cb01319383 0 498 2415 2346 2015-09-10T22:35:31Z Nic 2 wikitext text/x-wiki == Overview == For some users, the Get Data process may fail to read a specific table from MYOB AccountRight Classic. There are different causes as to why this may occur. == Get Data process may fail due to user permissions == The MYOB login used to read your MYOB data file may not have the necessary permissions to read all tables. As a general rule, we recommend that the '''Administrator''' login is used as this ensure all tables can be read. To change the login used to connect to your MYOB data file, see [[Changing how BudgetLink connects to your data file]] and [[Connecting BudgetLink to MYOB AccountRight 19]]. == Get Data process may fail due to different versions of MYOB == MYOB AccountRight Classic comes in different editions: Accounting, Accounting Plus, Premier and Enterprise. It also comes in different versions: v18, v19, etc. Not all editions and versions of MYOB comes with all tables. For instance, MYOB Accounting does not include the payroll related tables. Accounting and Accounting Plus do not include multiple currencies. While the MYOB ODBC Driver used is common across all versions. It may be that the table required is only available in one specific edition or version of MYOB. It may also be that this table is required for a specific feature of BudgetLink to work. If the get data process fails and you cannot determine why, we recommend you contact Accounting Addons. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] ed57d873a78466ea3dbe93c43b685170e705cee0 0 605 2416 2347 2015-09-10T22:36:19Z Nic 2 wikitext text/x-wiki == Overview == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. It is usually located in your MYOB folder. You can do a search for '''clearwtr.myo''' on your system. Once found, make a note of the folder where that file is located. You can update the data file connection to point to that data file and run a get data. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] [[Category:Troubleshooting]] 1c8ffb83a50d8cec028489e5ddf411ed8929cf8e 0 606 2417 2348 2015-09-10T22:36:26Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC driver can have problems connecting to specific files. Typically, this is caused when your file name looks '''complex'''. If the get data process crashes or fails, we recommend removing the following characters from your file name: '''& , - .'''. To test it out, we recommend you first make a copy of your MYOB file and give it a shorter, cleaner name. Once done, connect BudgetLink to this copy of your data file and run a get data and see if it helps. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] [[Category:Troubleshooting]] 53c421d71c9841b1e60d1576e300857cca08a33c 0 625 2420 2015-09-15T03:46:32Z Nic 2 Created page with "BudgetLink v2015.9.1.147 was released on 15/09/2015. == Enhancements == '''Get Data''' * Fixed crashing when closing the get data window manually. '''Reports''' * Added MT..." wikitext text/x-wiki BudgetLink v2015.9.1.147 was released on 15/09/2015. == Enhancements == '''Get Data''' * Fixed crashing when closing the get data window manually. '''Reports''' * Added MTD/YTD option to Profit and Loss Chart '''Budget Entry''' * Fixed issue with Budget Entry which caused it to be disabled by default. * Budget by Job Headers will be disabled by default. * Enhanced Budget Entry to resolve issue when selecting Consolidated Job and cells showing up in yellow. '''Startup''' * Enhanced code to reset the CopyObjectsWithParentCells to true on startup. * Enhanced startup page to have hyperlink to add trusted location to Excel. '''Upgrade''' * Enhanced upgrade process to not require upgrade key during trial or within 30 days of license key entered. * Added warning when older installations exist and users chose New Installation. '''Transfer''' * Enhanced transfer process to not require upgrade key during trial or within 30 days of license key entered. '''Account Hierarchy''' * Enhanced adding accounts to account hierarchy to prompt to chose a parent when no parent selected. * Enhanced adding accounts to account hierarchy to place the account in alphabetical position where required. '''Licensing''' * Enhanced Free Edition from being prevented to change the data file type. '''Miscellaneous''' * Added new functions to retrieve the count of accounts for different types of accounts. == Related Topics == * [[BudgetLink version archive]] 78c98c6609e3b6bc8c18bd01ef3f6f4b24abc93a 0 272 2421 2230 2015-09-23T04:30:39Z Jeff 1 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] 0086006c58854b3aedfd96d6792e96d41be3b963 0 617 2423 2380 2015-09-28T05:34:47Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Tick or Untick '''Disable Data File Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] d2e09fdf874b4dd3bdd3d72bc88fd2a2923d27d4 0 190 2424 2115 2015-09-29T00:18:53Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 14 days. After which you will need to buy your upgrade key and enter it into the software. === Buying and Entering Upgrade Key === To buy and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Buy Upgrade Key''' or '''Enter Upgrade Key'''; For details see: #[[How to buy an Upgrade Key]] #[[How to enter an Upgrade Key]] === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink <br clear=all /> === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 0547464508cb073f93a054f89a98e8ce15c615fb 2425 2424 2015-09-29T00:19:27Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. You will be allowed to use BudgetLink, without an upgrade key for up to 14 days. After which you will need to buy your upgrade key and enter it into the software. === Buying and Entering Upgrade Key === To buy and enter your upgrade key, follow these steps. # Start BudgetLink; # When prompted, click on '''Buy Upgrade Key''' or '''Enter Upgrade Key'''; For details see: #[[How to buy an Upgrade Key]] #[[How to enter an Upgrade Key]] === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 4d9804a4258a47123bf8e5b4e0b1222b5d6c3763 0 626 2428 2015-10-05T03:16:15Z Nic 2 Created page with "BudgetLink v2015.10.1.149 was released on 05/10/2015. == Enhancements == '''Customise and Filters''' * Removed the tabs from the Customise / filters Screen and instead disp..." wikitext text/x-wiki BudgetLink v2015.10.1.149 was released on 05/10/2015. == Enhancements == '''Customise and Filters''' * Removed the tabs from the Customise / filters Screen and instead displayed all items down the page on the one list. * Enhanced FiltersDef to allow some generic filters at all times. * Allowed All Accounts / All Jobs filter to all reports for All editions. * Enhanced filters for periods selecton to provide MTD/YTD/TD options. '''Licensing''' * Start Trial will not prompt for contact details. * Removed upgrade edition from licensing * Moved the registration tables to AddonsLink.Configuration.mdb and AddonsLink.Registration.mdb. * Updated licensing to allow 0 tables and data warehouses to free edition. And 10 table and 1 data warehouse for Standard and Pro. * BudgetLink Standard Edition now includes job headers. * HD Serial Numbers will never be 0. * Enhanced transfer key process to allow serialnumberless keys. '''Budget Import''' * Importing comments when importing marked up workbook will now apply the override settings correctly. '''Budget Entry''' * Removed ShowHideSheetDefs from Budget Entry workbook to ensure worksheets always display. '''Xero''' * Increased the length of timeout when communicating to XERO to 5 minutes. == Related Topics == * [[BudgetLink version archive]] 70734aefa850080aeb6192fbb12d9c0153c3bf2c 6 627 2431 2015-10-06T01:03:38Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 628 2432 2015-10-06T01:03:58Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 2433 2388 2015-10-16T02:29:05Z Jeff 1 /* Budgets */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[Copying Budgets|How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 9e11840bf650919bce6b0122ead87086d1a619ee 2434 2433 2015-10-16T02:29:36Z Jeff 1 /* Budgets */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to transfer BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 543de32c81672a737c812574a6525fb760447a48 0 629 2435 2015-10-16T02:41:07Z Jeff 1 Created page with "== Overview == If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically. of thi..." wikitext text/x-wiki == Overview == If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Open the old version of Budgetlink and follow the steps from the link below. [http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Creating_Budget_Templates] 3699bf81188b1ce03f03294e36dee1a32f0f8503 2436 2435 2015-10-16T02:41:39Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Open the old version of Budgetlink and follow the steps from the link below. # Creating Budget Templates[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Creating_Budget_Templates] 2edb989cb0a7a95233fab5ce3ba74ed4b12af4de 2438 2436 2015-10-16T02:53:45Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start [creating budget templates] containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the steps to Import Budgets [[From a Budget Template]]; # When prompted choose the budget from the template you just saved. d420de8660a32642e0147b5cc6fa098b5c617f46 2439 2438 2015-10-16T02:56:06Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [upgrading] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start [creating budget templates] containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the [[From a Budget Template|steps]]to Import Budgets ; # When prompted choose the budget from the template you just saved. 314b9737ac65aa45a981c4695c433857e6129201 2440 2439 2015-10-16T02:57:14Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [[upgrading]] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start [[Creating_Budget_Templates]] containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the [[From a Budget Template|steps]] to Import Budgets ; # When prompted choose the budget from the template you just saved. 304dc883f0674b57236141b124ea47490d30272e 2441 2440 2015-10-16T02:58:01Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [[Upgrading_BudgetLink |upgrading]] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start [[Creating_Budget_Templates]] containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the [[From a Budget Template|steps]] to Import Budgets ; # When prompted choose the budget from the template you just saved. 283574dc988b338988b294dda10b7fbdc528d850 2442 2441 2015-10-16T02:58:36Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the [[Upgrading_BudgetLink |upgrading]] process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start [[Creating_Budget_Templates]] containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the [[From a Budget Template|steps]] to Import Budgets ; # When prompted choose the budget from the template you just saved. d94cc1d1afc726ef017c582cc96b505104e736e2 2443 2442 2015-10-16T02:59:54Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, run the '''[[Upgrading_BudgetLink |upgrading]]''' process rather than a new installation process so that budgets get copied across automatically. of this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the '''[[From a Budget Template|steps]]''' to Import Budgets ; # When prompted choose the budget from the template you just saved. 91ca793fabb3b0ed204450b9c650b3219673f175 2444 2443 2015-10-16T03:02:35Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, to get the budgets copied automatically run the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the '''[[From a Budget Template|steps]]''' to Import Budgets ; # When prompted choose the budget from the template you just saved. c6b87254b1991f00a1d394ce9f21c38791f30244 2445 2444 2015-10-16T03:04:19Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you follow the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the '''[[From a Budget Template|steps]]''' to Import Budgets ; # When prompted choose the budget from the template you just saved. a473ff7189dadf90c68893548e593e5b86db29f0 2446 2445 2015-10-16T03:06:16Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you follow the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. bcb5df96c2251f1d105ceec2bd55d4b50c476bd1 2447 2446 2015-10-16T03:07:41Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installing of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 6fc4261d8e868be06c9ca0443b4930bc6b66b86d 2448 2447 2015-10-16T03:09:20Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you click on Customise button to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 0ca5946c285ab2b1b4f2edf18b2023855dd459da 2449 2448 2015-10-16T03:09:47Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you the the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 4d90ec66990958ccd250f08b55e8057b2a0378e9 2450 2449 2015-10-16T03:13:25Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a new installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new version to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 44752deb4473cbe4e1d9bda1fc3ca7ccea8220b2 2451 2450 2015-10-16T03:17:41Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a New Installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # Now start '''[[Creating_Budget_Templates]]''' containing your budget data; # Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 20316cae12caf8f83439231eb6e777879bb79da9 2452 2451 2015-10-16T03:18:23Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a New Installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; # Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 1549b9eccf93d2d2505479ca99bb76e833585aa7 2453 2452 2015-10-16T03:19:07Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a New Installation process. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; *Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from second installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. eda30af3d918510424f481b544d6b517def4c4c2 2454 2453 2015-10-16T03:20:24Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a [[ Installing_BudgetLink|New Installation process]]. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; *Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from new installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. b0ad2aff291f38da3e6276a57aea87afc8b8cdd7 2455 2454 2015-10-16T03:20:44Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a '''[[ Installing_BudgetLink|New Installation process]]'''. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; *Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from new installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 9158074b9d11338c32c1e05d707cad982d7dfce8 2456 2455 2015-10-18T22:35:42Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a '''[[ Installing_BudgetLink|New Installation process]]'''. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; ##Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from new installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 961c3df99f2cda16399ed197d53ae577bc7d7227 2457 2456 2015-10-18T22:36:05Z Jeff 1 wikitext text/x-wiki == Overview == If you are installing a new version, the budgets get copied automatically if you choose the '''[[Upgrading_BudgetLink |Upgrade]]''' process rather than a '''[[ Installing_BudgetLink|New Installation process]]'''. If this is not possible then you can copy budgets across using the steps below. # Start the old installation of BudgetLink; # '''[[Creating_Budget_Templates|Create Budget Templates]]''' containing your budget data; ## Make sure that you '''click on Customise button''' to choose the budget and the year you want to copy from; #Save the workbook in a location so that you can access from new installation; # Now Start the new installation to which you want the budgets to be copied into; # Follow the steps to '''[[From a Budget Template|Import Budgets]]'''; # When prompted choose the budget from the template you just saved. 7e9f5c40433de14a1eaedbdbf504ba6c0dd1809e 0 88 2437 2133 2015-10-16T02:43:39Z Jeff 1 /* How to move BudgetLink to a new machine or folder */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key. Be aware that costs may apply to request your transfer key. You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 4035fbbe4963565f13f0a27d80f74c39012f3618 0 76 2458 1805 2015-10-18T23:01:46Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. [[Adding a Trusted Location in Microsoft Excel 2007 ]] [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 60e5c66f1f8f58fc067e66b3797b0f7aab5ae7a5 2459 2458 2015-10-18T23:02:14Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == [[Adding a Trusted Location in Microsoft Excel 2007 ]] == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] f18ab52947fe80013fc30258e76943a22ae13611 2460 2459 2015-10-18T23:03:04Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. == [[Adding a Trusted Location in Microsoft Excel 2007 ]] == == [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] == == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] c59e4ed90b742ac95b03db71154539c97fab2e2f 2463 2460 2015-10-18T23:07:07Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. ''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' ''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] ''' == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] b71cafb8da7ebfc291a20a962a9dcc72c6292071 2464 2463 2015-10-18T23:08:13Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. ''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' ''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] ''' == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 46b6f43906f5d3c83959a8c4f224efd8f973e12e 2465 2464 2015-10-18T23:08:44Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. # ''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' # ''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] ''' == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 8266312a47790d2f5b3d2d84c7305d70e0e6c807 2466 2465 2015-10-18T23:08:54Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. # ''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' ; # ''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] ''' == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 5f5c23ad492223e14d277d457a2d72776c228368 2467 2466 2015-10-18T23:09:19Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. # ''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' ; # ''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] '''; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 049294e072ce0e17456516c7310bbb5f5783706c 2468 2467 2015-10-18T23:09:52Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. #''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] '''; #''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] '''; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] ee037e7d37a4ca83196273cd043925596279ea95 2469 2468 2015-10-18T23:10:06Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. #''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] '''; #''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] '''; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 8bdaa1af65af66801b01c6923ac72c083b94468d 2470 2469 2015-10-18T23:10:21Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, BudgetLink opens but doesn't start. On others, BudgetLink opens but shows a compile error. Adding a trusted location in Microsoft Excel normally resolves these two problems. #''' [[Adding a Trusted Location in Microsoft Excel 2007 ]] ''' #''' [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] ''' == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 1a473716a1ce14f644e8c9d6b065ebc77f7c106d 0 630 2461 2015-10-18T23:03:36Z Jeff 1 Created page with "== Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start ..." wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2007 == [[File:AddTrustedLocationExcel2007.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2007]] # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. aa401508ab075d4674a435d573676955821ea98b 0 631 2462 2015-10-18T23:04:12Z Jeff 1 Created page with "== Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or ..." wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2010 or 2013 == [[File:AddTrustedLocationExcel2013.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2010 or 2013]] # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' entry in the list; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. 89acb26d55e4ae8361f2851bc560b11736be6621 0 542 2471 2368 2015-10-18T23:37:35Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] a1835fff96000b7eb8d24971deb8cb00e0bcec4b 0 632 2472 2015-10-18T23:38:20Z Nic 2 Created page with "== Overview == The Get Data process can take a long time to retrieve data, especially when your data is located on the cloud. To this end, BudgetLink provides settings that c..." wikitext text/x-wiki == Overview == The Get Data process can take a long time to retrieve data, especially when your data is located on the cloud. To this end, BudgetLink provides settings that can be configured to control: * the length of the timeout when communicating with the api; * the number of records to retrieve per page. == How to increase the timeout length for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To increase the timeout length for MYOB AccountRight Live, follow these steps. # Start '''ODBClink'''; # From the Menu screen, click on '''Settings'''; # Click on the '''Options and Administration''' tab in Excel; # Click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Click the '''Settings''' Workbook; # Run the '''Get Data''' process. === Notes === * If the get data fails due to a timeout issue, increasing the timeout length AND/OR reducing the number of records per page can help. * If the get data takes too long to run, increasing the number of records per page can help. * If the get data fails due to maximum number of connections reached, increasing the number of records per page can help. * We recommend making the number of records per page a multiple of 100 (e.g. 100, 200, 300). '''IT MUST''' be a number between 100 and 1000. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 98cee93024fde580b4af5bee46d6bc9b1110a6fd 2473 2472 2015-10-18T23:39:01Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process can take a long time to retrieve data, especially when your data is located on the cloud. To this end, BudgetLink provides settings that can be configured to control: * the length of the timeout when communicating with the api; * the number of records to retrieve per page. == How to increase the timeout length for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To increase the timeout length for MYOB AccountRight Live, follow these steps. # Start '''BudgetLink'''; # From the Menu screen, click on '''30. Settings'''; # Click on the '''Options and Administration''' tab in Excel; # Click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Click the '''Settings''' Workbook; # Run the '''Get Data''' process. === Notes === * If the get data fails due to a timeout issue, increasing the timeout length AND/OR reducing the number of records per page can help. * If the get data takes too long to run, increasing the number of records per page can help. * If the get data fails due to maximum number of connections reached, increasing the number of records per page can help. * We recommend making the number of records per page a multiple of 100 (e.g. 100, 200, 300). '''IT MUST''' be a number between 100 and 1000. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 1cda6d35944588778dbbbbe6d358c12d97036043 6 633 2474 2015-10-18T23:40:19Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 177 2475 2286 2015-10-19T00:03:24Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2c24921f59709e013661546c9bb303bb05c969b8 0 1 2476 2426 2015-10-19T00:34:06Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.10.4.152]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ ad1facc6cb7e16a8c5b872b6c4ab5eac67893720 0 204 2477 2427 2015-10-19T00:34:28Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.10.2.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7303624b7128a8ee43ec8476ae94aa65ca6ba437 2478 2477 2015-10-19T00:34:37Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e520ee29ab9b4255528376a14d29aafa67a84773 0 634 2479 2015-10-19T00:36:07Z Nic 2 Created page with "BudgetLink v2015.10.4.152 was released on 19/10/2015. == Enhancements == * '''Licensing''' * Enhanced licensing to have new mechanism to license reports and worksheets. ''..." wikitext text/x-wiki BudgetLink v2015.10.4.152 was released on 19/10/2015. == Enhancements == * '''Licensing''' * Enhanced licensing to have new mechanism to license reports and worksheets. '''Job Groups''' * Enhanced job groups to fix issue and make it work with XERO's level 1 tracking categories. '''Get Data''' * Enhanced jobs/categories to have larger text fields to accommodate long names from XERO. * Fixed get data licensing issue that prevented some tables from being downloaded. '''Reports''' * Enhanced Budget Analysis report's statistics section to include rows for formulas and source values. == Related Topics == * [[BudgetLink version archive]] 39e6631316afacc9332fc02dbe01cf385178c139 0 598 2480 2290 2015-10-19T03:39:44Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == # Start BudgetLink. If you have multiple installations make sure you choose the one you want to register; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # To transfer it copy (Ctrl-C) and paste it into a subscription form or email; Or #Start BudgetLink; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] c14d4b8c91b8129932140774d225e136d20df5a6 0 598 2481 2480 2015-10-19T22:52:06Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == #Start BudgetLink; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; or # If you have multiple installations make sure you choose the one you want to register; # In the licensing dialogue, the Serial Number is located in the top right hand corner; # To transfer it copy (Ctrl-C) and paste it into a subscription form or email; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 88e903ed19bd9026e423ba8043bf451c19b93a2a 2482 2481 2015-10-19T22:56:29Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window the same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 4464160e22dfb76d1d8061612ec0036c15eb6395 2483 2482 2015-10-19T22:56:47Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its Serial Number. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] fe1bacc305feb109de8b864812f744cf4df5acd3 0 623 2484 2407 2015-10-22T04:00:47Z Jeff 1 wikitext text/x-wiki == Importing Budgets from a Excel Work Book == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 34d988c7f70cd78049e2c6600d7d7f8e8cca547c 2485 2484 2015-10-23T03:52:22Z Jeff 1 wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 5a938cbd291da2a82fc3dfc73f526afe0e7d47a8 2486 2485 2015-10-23T03:55:10Z Jeff 1 /* Importing Budgets from an Excel Workbook */ wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 7d94847eb64a5513d782e11c4b95e4665a2d4215 0 70 2487 1825 2015-10-26T03:34:46Z Jeff 1 /* BudgetLink opens but doesn't start */ wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] aa3e99e92a81390af4732bc79d250a14b580bc31 0 635 2488 2015-10-26T03:37:09Z Jeff 1 Created page with "== Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can ca..." wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. "Image" == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   "Image" If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == 0a9ca373c6a991cd3cbb6fcabdd40c1a39485fc9 2489 2488 2015-10-26T03:39:33Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. "Image" == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   "Image" If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 4719dd7e67dff09c8b87e531d0bf5c2950816fa7 2491 2489 2015-10-26T03:44:05Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Security Warning]] == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   "Image" If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 285468d45222f7fed3014cef067a6c78d24b063d 2492 2491 2015-10-26T03:45:02Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   "Image" If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 97d2322b8b6255c9e298b5464a1a833d0a415cb8 2493 2492 2015-10-26T03:45:26Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   "Image" If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 7ebadf6496f7090b4e9e198f4c5b39c50a5fc5a8 2494 2493 2015-10-26T03:49:34Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. b1bb6d6fd53106ef6bb2868e4144921261a23a14 2496 2494 2015-10-26T03:53:51Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Removed VBA]] If they are, that is a good indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 8a80355b9db54cefb47789dd9dd5de53d9d06a75 2500 2496 2015-10-26T03:56:33Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Removed VBA]] If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 61aeb15e103721869876c5e9fc56ca932fbbddd6 2501 2500 2015-10-26T03:56:57Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb||Error: Removed VBA]] # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb||Error: Removed VBA]] If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 81dc70fdde36d6187adf8a54a341403e55a2c46f 2502 2501 2015-10-26T03:57:14Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <p> == How to identify that VBA is not fully installed == Start Excel [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Removed VBA]] If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 61aeb15e103721869876c5e9fc56ca932fbbddd6 2503 2502 2015-10-26T04:06:44Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error: Removed VBA]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Removed VBA]] Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 034f28cb97b5c1927cf33ea1055eb7bf4b4c76a0 2504 2503 2015-10-26T04:07:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error:Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Removed VBA]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Removed VBA]] Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 99532184e99ca9a5fa2dd905857b37ec9a0ffedf 2505 2504 2015-10-26T04:07:40Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error:Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right|Error: Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right|Error: Confirm Microsoft Visual Basic is not greyed out]] Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 14237f0fcbecc76db9a0eddff8f982309e5e2e0c 2506 2505 2015-10-26T04:08:15Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. ede2e36d9c433f0bbc092d8f8e0a55cf0391db87 2507 2506 2015-10-26T04:09:10Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] #Start Excel # Go to File \ Options # Select customize ribbon # Tick the Developer ribbon # Click ok to close the options dialogue # Select the Developer tab # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. fcfe9fe5f1847387b9e592c5a6068b498075b5c5 2508 2507 2015-10-26T04:15:23Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == BudgetLink requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. d3d5ca6cfc80910b88cd3b5bb9a2f82505842523 2509 2508 2015-10-26T04:23:52Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. 8061f9efbfa65bacfbe97d6500efe2cded07d41d 2510 2509 2015-10-26T04:24:51Z Jeff 1 wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If they are, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] f11d966a11f9e312903564a04466118073753ba8 2511 2510 2015-10-26T04:26:55Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0bab83bba6b824ff5dcdbf6f3c3526fce51054c4 2512 2511 2015-10-26T04:27:18Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out.   '''If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed.''' <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 36996864b4847a9234f0a693668da2b5d24955cf 2529 2512 2015-10-29T02:45:05Z Jeff 1 /* How to identify that VBA is not fully installed */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> == How to reinstall office == If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] afc9490ba32616268c766393721ee6f8f8adf125 2530 2529 2015-10-29T02:45:46Z Jeff 1 /* How to reinstall office */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 74cce7b389d30afe49b862dfa71174005f58a868 6 636 2490 2015-10-26T03:42:57Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 637 2495 2015-10-26T03:49:58Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 638 2497 2015-10-26T03:54:28Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 2498 2497 2015-10-26T03:54:28Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Repair office and ensure that all components of Office are installed 3.JPG]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 2499 2498 2015-10-26T03:55:46Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Repair office and ensure that all components of Office are installed 3.JPG]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 2513 2476 2015-10-26T05:17:12Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.10.5.153]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ b855e16e51f73660efdf3cbf066d9a6ffe785973 0 204 2514 2478 2015-10-26T05:17:31Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e7e415463307dc30794cf93ff556fd446e08bf59 0 639 2515 2015-10-26T05:18:05Z Nic 2 Created page with "BudgetLink v2015.10.5.153 was released on 26/10/2015. == Enhancements == * '''Licensing''' * Fixed issue with new installation requiring/prompting for a transfer key. == R..." wikitext text/x-wiki BudgetLink v2015.10.5.153 was released on 26/10/2015. == Enhancements == * '''Licensing''' * Fixed issue with new installation requiring/prompting for a transfer key. == Related Topics == * [[BudgetLink version archive]] 93ebed0365ce2e3377486d3a77eb1716afdf9799 6 640 2516 2015-10-29T02:05:59Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 641 2517 2015-10-29T02:06:22Z Jeff 1 Created page with "== Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but ..." wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the Get Data Process before generating a report. == Generate Reports== 353b19ab7af4b1c3ac861cc83ecfa0dc071e519c 2518 2517 2015-10-29T02:08:26Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the Get Data Process from the below link before generating a report. [[How to Get Data from your accounting package]] == Generate Reports== 2a4699ebaceaf346c311504638d04cb0c258ddbd 2519 2518 2015-10-29T02:08:58Z Jeff 1 /* Get Data */ wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the Get Data Process from the below link before generating a report. [[Get Data]] == Generate Reports== fe9d2bc1e773fa4749179d047ccf00462a1cf9d4 2520 2519 2015-10-29T02:09:30Z Jeff 1 /* Get Data */ wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== f9f60d1e553e4d29b3d9c31b2ad15b1f781893b4 2522 2520 2015-10-29T02:12:38Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on 11.Monthly reports. #Click Monthly profit and loss #You will see the below pop out #Click on last period and can change that either Jul or Dec #Make sure you are selecting the correct Financial Year. fd642a20575fbf2ec96d1c225dcecaff85e3ed12 2523 2522 2015-10-29T02:13:47Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start BudgetLink #From the menu click on 30.settings. #Click on Options and Administration. #Click on Set Users Options Button #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on Years. #Check the box for "Populate using Alternate Financial year" #Click Save #Click Close #Click back arrow beside Options and Administration. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on 11.Monthly reports. #Click Monthly profit and loss #You will see the below pop out #Click on last period and can change that either Jul or Dec #Make sure you are selecting the correct Financial Year. == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] c808b4264c418f4d43a4ce8305919bb2ca75a86a 2524 2523 2015-10-29T02:15:35Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to setup Alternate financial year end.== Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] a3efc93452a90cfdce8e422cdbafa0b6887d5a22 6 642 2521 2015-10-29T02:12:27Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 272 2525 2421 2015-10-29T02:19:16Z Jeff 1 /* Advanced Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] da1650dff6b78665ba4c3b4d803bdc7d28738a54 0 643 2526 2015-10-29T02:23:56Z Jeff 1 Created page with "== Overview == If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change..." wikitext text/x-wiki == Overview == If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == Solution=== You can either have the financial year from July – June or change it to Jan – Dec For more information on how to set-up the Alternate financial year please follow the below link. [[How to change the start of the financial year]] == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[Periods]] 8eb81148ee2f2a7e76ca3f5dc3d634fda43d7ac2 2527 2526 2015-10-29T02:24:04Z Jeff 1 wikitext text/x-wiki == Overview == If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == Solution== You can either have the financial year from July – June or change it to Jan – Dec For more information on how to set-up the Alternate financial year please follow the below link. [[How to change the start of the financial year]] == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[Periods]] 4c411c6ed2f7192251dea34add697c7b312e0a42 2528 2527 2015-10-29T02:24:19Z Jeff 1 wikitext text/x-wiki == Overview == If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == Solution== You can either have the financial year from July – June or change it to Jan – Dec For more information on how to set-up the Alternate financial year please follow the below link. '''[[How to change the start of the financial year]]''' == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[Periods]] 9eff5b69b63f1be6524ba7083effc8236428fd4f 0 565 2531 2111 2015-10-29T02:47:16Z Jeff 1 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; </br> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] b458ec5a9c4e1f380cde331cf0f6fa775211f761 2532 2531 2015-10-29T02:47:33Z Jeff 1 /* Repair Microsoft Office */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 09dd8bb0f9bdd6bfd4f0d7e0f7f41b2f5398a3ed 2533 2532 2015-10-29T02:53:04Z Jeff 1 Jeff moved page [[Repairing Microsoft Office]] to [[Troubleshooting Excel Problems]] wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 09dd8bb0f9bdd6bfd4f0d7e0f7f41b2f5398a3ed 2535 2533 2015-10-29T02:53:39Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d30b010b300074d601e71ad976d7faf9c222f5ac 2536 2535 2015-10-29T02:54:15Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 4cb53403e43f2100614ed30b93b8aaf1529a3b71 0 644 2534 2015-10-29T02:53:04Z Jeff 1 Jeff moved page [[Repairing Microsoft Office]] to [[Troubleshooting Excel Problems]] wikitext text/x-wiki #REDIRECT [[Troubleshooting Excel Problems]] 46ec2f2ad80cd99b6c200d01409e5917270915ee 0 635 2537 2530 2015-10-29T02:54:38Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 27d61468a941664c48c8a146a4b9dfd7f943f7c4 2558 2537 2015-11-04T21:50:29Z Nic 2 wikitext text/x-wiki == Overview == '''BudgetLink''' requires Microsoft Excel and most components of office to be installed. If the VBA or Programmatic components of office are not installed, it can cause issues when the software starts. [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_1.JPG|300px|thumb|right|Error message that VBA was remove]] <br clear=all /> == How to identify that VBA is not fully installed == [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_2.JPG|300px|thumb|right| Show the developer tab in ribbon]] [[File:Repair_office_and_ensure_that_all_components_of_Office_are_installed_3.JPG|300px|thumb|right| Confirm Microsoft Visual Basic is not greyed out]] To identify that VBA is not fully installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Microsoft Visual Basic and Macros buttons are both greyed out, that is a an indication that VBA was not installed as part of Office. You will need to repair office and ensure all components get installed. If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] be8e634f9f34297447038a1100f5d994812ee582 0 641 2538 2524 2015-10-29T02:58:18Z Jeff 1 /* How to setup Alternate financial year end. */ wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] If you have an MYOB file with a particular financial year end, say June but you want your financial reports to end in Dec. Budget Link has a solution to change to an alternate financial year end. == How to change the start of the financial year .== Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] e18f227ff57845fee6e54dc137bd77f75dcb6e4b 2539 2538 2015-10-29T02:58:53Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. == How to change the start of the financial year .== Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] b144011c4fcda25acafe302f2e0462e2e00b0c1f 2540 2539 2015-10-29T02:59:45Z Jeff 1 wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 25964d69d762031e1cc2bb47573b4508571f6981 2541 2540 2015-10-29T03:00:01Z Jeff 1 wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|Set Up]] Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 24b3e3a5068f87de5def0120d74ca8cd092ef1d7 2542 2541 2015-10-29T03:00:54Z Jeff 1 /* How to change the start of the financial year . */ wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] Please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 0e5bfd58aa3f8522b774bb1778ee6afad06a1171 2543 2542 2015-10-29T03:01:18Z Jeff 1 /* How to change the start of the financial year . */ wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] To change the start of please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> == Get Data == After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] f2551063fa922ce2246ae1693bb6b32e24e0835f 2544 2543 2015-10-29T03:01:45Z Jeff 1 /* Get Data */ wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] To change the start of please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Set Up]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] dfcc1ed7ee3a4f1babd648dcd8f8b988cf9ac1b0 2545 2544 2015-10-29T03:04:41Z Jeff 1 /* Generate Reports */ wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] To change the start of please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options and Administration'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Customise Report]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 5a29a1d5f8a58194a89bda92c966fc681255b612 0 645 2546 2015-10-29T03:11:59Z Jeff 1 Created page with "== Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for perfor..." wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.'' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the fincancial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. ==Notes=== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] be8668cca76afe1911a0198fe7d0eefb98280df1 2548 2546 2015-10-29T03:12:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.'' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the fincancial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes=== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] f5f0cbdd386b7676124049b778a7508f27f1d09e 2549 2548 2015-10-29T03:17:56Z Jeff 1 /* Notes= */ wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.'' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the fincancial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 979787bcac72aad82416816ec816c1ef91c95126 2550 2549 2015-10-29T03:18:19Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the fincancial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 56757ee1f94e15184a891f67a084dff3d02c6862 2551 2550 2015-10-29T03:21:34Z Jeff 1 /* How to change the numbers of financial years available in BudgetLink */ wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] bd7f91056e1dc3e67e59ac1198c6d8a14f176db6 2552 2551 2015-10-29T03:32:46Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 52 or 53 weeks into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 15b7ad78218111d97c673ced1c39b68fa146501c 2553 2552 2015-10-29T03:37:34Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 52 or 53 weeks into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition do not have . You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 580c42143f49d87ff1e547b13e8a67144e17c911 2554 2553 2015-10-29T03:42:06Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture Budgets on a weekly basis '''Note that BudgetLink Free Edition do not have . You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 22a24c06569e2ac661df1535990e46880819e1cc 2555 2554 2015-10-29T03:43:52Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition do not have . You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 3efc76b3cf83b3930dfd2b0f8fe35d5cc0a5420c 2556 2555 2015-10-29T03:44:57Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition do not have . You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 33f9dc4e9ca0a6fa533fb4dd7cb9db22cbb9309e 2559 2556 2015-11-04T21:52:31Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; #Untick the “Disable Weekly Periods” option #Choose which day the weeks start on. #Choose whether “weekly periods do not overlap financial years”, “The Start Date determines the financial year” or “The End Date determines the financial year” #Enable/Disable Four-Weekly Periods #If Enabled, then enter the number of weeks for each period. Ensure all are Allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 14ffb6927bdf3777754a43e90a72e0cf5f80cb29 2560 2559 2015-11-04T21:55:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== #When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. #When using Four Weekly Periods, a 13th period may get created if required. #When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 3453a9e07f237978a459c48d927c5131d4887537 2561 2560 2015-11-04T21:55:40Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 2f5e3f29e819ffb11c0a67a75879e6fc72d92ed9 2562 2561 2015-11-04T21:56:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] a44ebb50da23f243ddba10cd249a3657a8e309b6 2563 2562 2015-11-04T21:56:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 054797fb0fa453a7e7dd6fad2296202665fce725 2564 2563 2015-11-04T21:56:49Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Period options]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] eaad38e603b4ebc0c2bdb489d0738a522aa3fd60 2565 2564 2015-11-04T21:57:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] f3f167e0c3e3e4b136acdaa3f219d7c6709861b6 0 395 2557 1570 2015-10-29T03:45:21Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink Ultimate Edition can report up to 10 [[Financial Years|financial years]] into the past and future but is usually configured to report on 3 for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] 60cf712e2094c2bdde0552a7d1ba6fae109514d9 0 192 2566 730 2015-11-24T09:32:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets Account Sets can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Hierarchies == BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] a87732c670b61ac3afca83b9b5cfd20bbbd210df 2567 2566 2015-11-24T09:33:10Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Hierarchies == BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 9579dceb13a7297919013a22f48d05844f263622 0 94 2568 2412 2015-11-27T00:09:11Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0ae3a38464d7f7b90c026e0c1595f780da4b548e 0 647 2569 2015-11-27T00:09:22Z Nic 2 Created page with "== Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budgets == [[File:ClearBudgetData.png|300px..." wikitext text/x-wiki == Overview == If you need to start your budgets from scratch, BudgetLink has the facility to clear you budgets. == How to clear budgets == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data from one version, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose whether to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; # You can then choose a specific company, account, job, year and period to modify by selecting the corresponding check boxes and making selections from the lists. For any check box you have not selected, all corresponding data in the source budget version will be cleared; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] efe2a1b0b5d7a347e5516e92cef1877ac6b5f5e5 2570 2569 2015-11-27T00:13:00Z Nic 2 wikitext text/x-wiki == Overview == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. == How to clear budgets out of deleted accounts or jobs == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data out of deleted accounts or jobs, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; # Ensure the '''Choose a specific company to modify" check box is selected and choose the '''From'' company; # If BudgetLink is warning about deleted accounts, tick the '''Choose a specific account to modify" check box and choose the '''From'' acccount to be your deleted account; # If BudgetLink is warning about deleted jobs, tick the '''Choose a specific job to modify" check box and choose the '''From'' job to be your deleted job; # If BudgetLink is warning about deleted categories, tick the '''Choose a specific category to modify" check box and choose the '''From'' category to be your deleted category; # Once all your selections have been made, click the '''Modify Budget Data'''; # Repeat the process for each account, job or category BudgetLink warned about; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] [[Category:Troubleshooting]] baaad8d3700241ffcf7bd49285df7d6363f4ee6a 2571 2570 2015-11-27T00:26:45Z Nic 2 wikitext text/x-wiki == Overview == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. == How to clear budgets out of deleted accounts or jobs == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data out of deleted accounts or jobs, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; # Ensure the '''Choose a specific company to modify" check box is selected and choose the '''From'' company; # If BudgetLink is warning about deleted accounts, tick the '''Choose a specific account to modify''' check box and choose the '''From'' acccount to be your deleted account; # If BudgetLink is warning about deleted jobs, tick the '''Choose a specific job to modify''' check box and choose the '''From'' job to be your deleted job; # If BudgetLink is warning about deleted categories, tick the '''Choose a specific category to modify''' check box and choose the '''From'' category to be your deleted category; # Once all your selections have been made, click the '''Modify Budget Data'''; # Repeat the process for each account, job or category BudgetLink warned about; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] [[Category:Troubleshooting]] 23c00193c4e7937bf68a427030e48063494e6702 2572 2571 2015-11-27T00:27:02Z Nic 2 wikitext text/x-wiki == Overview == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. == How to clear budgets out of deleted accounts or jobs == [[File:ClearBudgetData.png|300px|thumb|right|Clearing budget data]] To clear budget data out of deleted accounts or jobs, follow these instructions. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the Version '''Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete. # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Clear''' the source data; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose the '''From''' version; # Ensure the '''Choose a specific company to modify''' check box is selected and choose the '''From''' company; # If BudgetLink is warning about deleted accounts, tick the '''Choose a specific account to modify''' check box and choose the '''From''' acccount to be your deleted account; # If BudgetLink is warning about deleted jobs, tick the '''Choose a specific job to modify''' check box and choose the '''From''' job to be your deleted job; # If BudgetLink is warning about deleted categories, tick the '''Choose a specific category to modify''' check box and choose the '''From''' category to be your deleted category; # Once all your selections have been made, click the '''Modify Budget Data'''; # Repeat the process for each account, job or category BudgetLink warned about; # Click '''OK''' when the operation is complete; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Notes === * If you have a large amount of data over several jobs, this process can take some time. == Related Topics == * [[Modifying Budget Data]] * [[Copying Budgets]] * [[Moving Budgets]] [[Category:Troubleshooting]] 3861231475fc4f5d6aca678e56e74ecbd2020f87 0 1 2573 2513 2015-11-29T23:00:55Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.11.4.157]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 915af0f0030ef7eb0f546e2850bde971d51fc5f8 0 204 2574 2514 2015-11-29T23:01:19Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 a7f0da95fa4dd4698e457adfec3e93e752cf6df2 0 648 2575 2015-11-29T23:01:57Z Nic 2 Created page with "BudgetLink v2015.11.4.157 was released on 30/11/2015 == Enhancements == * '''64-Bit''' * Fixed issue when running on 64-bit Excel. == Related Topics == * [[BudgetLink vers..." wikitext text/x-wiki BudgetLink v2015.11.4.157 was released on 30/11/2015 == Enhancements == * '''64-Bit''' * Fixed issue when running on 64-bit Excel. == Related Topics == * [[BudgetLink version archive]] c37ccf61a4d33fbfa8e3225102cd24f478d73b27 0 37 2576 1346 2015-12-08T10:35:06Z Jeff 1 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select a Tab at the top of the screen ie '''Filters'''; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == [Reports] d11031e6fbfe40f8136507db603e215fda6b97b6 2577 2576 2015-12-08T10:35:30Z Jeff 1 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select a Tab at the top of the screen ie '''Filters'''; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == [[Reports]] 0f6cf13ef1ff905fc8a9eae3f80b0bbaf22aba6a 0 273 2578 2023 2015-12-08T10:36:14Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Standard Reports == * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] [[Category:Reports]] 71574bbdd09ecf9146af3869334b59a3ecec9c3c 0 41 2579 834 2015-12-08T10:37:36Z Jeff 1 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Customising Reports]] 03d2b3dd204b304e0bd12062e360d07024f4ca47 2580 2579 2015-12-08T10:38:19Z Jeff 1 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Save Report Layout]] * [[Customising Reports]] 980799435acb12896ffe7f9c07956fbd924768d7 2581 2580 2015-12-08T10:51:58Z Jeff 1 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the capability to edit the layout of these reports to determine which columns will be included in the report. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Update Report Template]] * [[Customising Reports]] 68136e5f2a8f1b714728fab849a7fc327bef5d97 0 649 2582 2015-12-08T11:05:29Z Jeff 1 Created page with "== Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == # Activate the Report # Click Save ..." wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == # Activate the Report # Click Save in Excel # In the Save button that appears, click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|Layout]] == Related Links == [[Editing the layout of reports]] 30303352c25a8406a4785e3e53951ac2ac326e62 2583 2582 2015-12-08T11:05:58Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel # In the Save button that appears, click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|Layout]] == Related Links == [[Editing the layout of reports]] a9774636c481468f49f38751cbe91b46a301a436 2584 2583 2015-12-08T11:06:31Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|Layout]] == Related Links == [[Editing the layout of reports]] 2d5fa81062371a98d4d06b402fe866b7e6e2dc9c 2585 2584 2015-12-08T11:07:03Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|Layout]] == Related Links == [[Editing the layout of reports]] 9f712412fb81accbec56b5e1897e97753e877c06 2586 2585 2015-12-08T11:08:03Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the Report Layout|Editing the layout of reports]] == Related Links == [[Editing the layout of reports]] 60a73b342166d4038b4baf4f2dbdbf83b54d5766 2587 2586 2015-12-08T11:08:45Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|Editing the Report Layout]] == Related Links == [[Editing the layout of reports]] 87458db461fb757ebae5d32a36a62c7380f36fea 2588 2587 2015-12-08T11:09:49Z Jeff 1 wikitext text/x-wiki == Overview == After Customising a report layout, you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] 2abe799d213e10b93b5feac3ef5fd4d158257b8a 2589 2588 2015-12-08T11:14:30Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing the report layout]], you can permanently save those changes by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] 36af09422d3b10e93915ac58ebe5b524e7d02ee4 2590 2589 2015-12-08T11:15:07Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save that layout by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click Save in Excel. A Save form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] f9ef05f474f5d233b5fc13a181c7d5de5a7ab344 2591 2590 2015-12-08T11:24:59Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click '''Save'''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] 28849aa5c283ed7956774903ffbdddde47767194 2592 2591 2015-12-08T11:25:17Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] 3061b097ba535e09932c70a41adc218de56d2a75 2593 2592 2015-12-08T23:43:08Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] 4781030f8f32a5c93b443112984f722f501c9569 2595 2593 2015-12-08T23:44:05Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == [[File:Update_Report_Template.png|300px|thumb|right|Update_Report_Template]] Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] b72d9f54932b027d1ef87e5d382ef3bdf39e8d7b 2596 2595 2015-12-09T00:42:17Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == [[File:Update_Report_Template.png|300px|thumb|right|Save Options]] Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] d1f7afedd52710f30ff89fa3b77b1175a51b3d69 6 650 2594 2015-12-08T23:43:32Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 37 2597 2577 2015-12-09T10:31:23Z Jeff 1 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select a Tab at the top of the screen ie '''Filters'''; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == [[Customise the Customise Form]] [[Reports]] 8d31557b02367b6caf3c631eb57ae18eece7f4e6 2598 2597 2015-12-09T10:31:48Z Jeff 1 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select a Tab at the top of the screen ie '''Filters'''; # Select each value for each filter; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == *[[Customise the Customise Form]] *[[Reports]] ae3f730426bb24815d2e5e8765054d84bb9ac2da 2620 2598 2016-01-21T09:54:47Z Jeff 1 /* How to Customise Reports */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select [[Filters | Customise Report Filters]] on the left and change values on the Right # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == *[[Customise the Customise Form]] *[[Reports]] 3a2f3d07fd48cb5547f24f310ac99dabc7979d0a 2621 2620 2016-01-21T09:55:26Z Jeff 1 /* How to Customise Reports */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select [[Customise Report Filters| Filters]] on the left and change values on the Right # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == *[[Customise the Customise Form]] *[[Reports]] b9b1b954af500762e46fc07d1bb28e45f1cdc8a0 0 549 2599 2049 2015-12-18T00:08:52Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the Auto Upload Scheduled Task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Create user to run the Auto Upload Scheduled Tasks == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. See [[Create user to run the Auto Upload Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 410c3cdfd70433d6eccf2cdfaa2ddff408360299 2600 2599 2015-12-18T00:09:11Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the Auto Upload Scheduled Task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Create user to run the Auto Upload Scheduled Tasks == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. See [[Create user to run the Auto Upload Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] acbe096d24af32a380461eabfdf4c4eb03fe6c08 0 651 2601 2015-12-18T00:09:44Z Nic 2 Created page with "== Overview == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. This is best done on the server o..." wikitext text/x-wiki == Overview == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. This is best done on the server or local machine that has access to your data file. == Create the user == Using the '''Computer Management''' administrative tool, create a new user with the correct administrative rights. We recommend the user is called '''AutoUploadUser'''. It should belong to the following groups. * Administrators * Disctributed COM Users * Performance Log Users * Performance Monitor Users == Grant User Access to the required folder == The user should be given Full Control to your data file, the application, and any other folder used by the application == Add the trusted location for that user == A trusted location to the application folder should be added to that user. To do so, log in as the user and add the trusted location while logged in. See [[Adding a Trusted Location in Microsoft Excel 2007]] OR [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] for more information. == Run the software for the user at least once == We recommend you run the software while logged in as that user at least once to ensure that everything works while the user is logged in. == Update the auto upload scheduled task == Return to the auto upload scheduled task and update the user information to use this new user. See [[Auto Upload]] for more information. == Test the Auto Upload Scheduled Task is configured correctly == Finally, once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 1eee1eef0ef40d9030fa0867231d5866ad385a40 0 1 2602 2573 2015-12-22T02:43:31Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.12.2.159]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ e9c003cdb7bae35879750abf5d80eb45316b16dd 2613 2602 2016-01-19T22:44:45Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2015.1.2.161]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 104b4ed9dd8d8231c3a42a6ff8f89d06256c2a11 2618 2613 2016-01-19T22:55:24Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.1.2.161]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 0724b51bfe4afda9d6b0a86e446a01b5c7f5d085 0 204 2603 2574 2015-12-22T02:43:45Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 96b7de36558b23577cf4d54a32c6c806fdadaf41 2614 2603 2016-01-19T22:48:23Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2015''' * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8b6858fe8af3fbafd3c8a4ab17bcce113a425101 2617 2614 2016-01-19T22:54:59Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8cdedc627baa3539381d50ccadac69d3500ebeed 0 652 2604 2015-12-22T02:46:48Z Nic 2 Created page with "BudgetLink v2015.12.2.159 was released on 22/12/2015. Release specifically targeted improvements for get data and dropbox. == Enhancements == '''Upgrade''' * Upgrade will no..." wikitext text/x-wiki BudgetLink v2015.12.2.159 was released on 22/12/2015. Release specifically targeted improvements for get data and dropbox. == Enhancements == '''Upgrade''' * Upgrade will no longer lists reports beginning with ~. '''Menu''' * Menu worksheet is now protected to ensure startup performs better and double clicks get ignored. '''Manage Data Files''' * Fixed validation to warn when entering data file name longer than 50 characters. * Fixed issue when broswing for an MYOX cloud file the first time. '''Licensing''' * Transfer Keys will no longer be required. * Upgrade Keys will no longer be required. * All editions will now allow for multiple users. * New trial keys will be generated if the last key generated is over 60 days old. * Increased the height of one of the licensing caption to ensure it fits the text line in full. '''Get Data''' * Skipping unchanged data files mechanism enhanced to skip more of the process. * Added location field to STANDARD_Sales and STANDARD_Purchases tables. * Enhanced Get Data process to only populate STANDARD_ tables into the AddonsLink.Cache.mdb or BudgetLink Data.mdb if required by functions or by linked tables. * Enhanced Get Data process to only populate raw tables into the AddonsLink.Cache.mdb or BudgetLink Data.mdb if required by linked tables. * Enhanced get data process to also transfer SYSTEMDATA_MonthlyPeriods and SYSTEMDATA_WeeklyPeriods to data warehouses to support dropbox. * Enhanced get data to create all tables from the addonslink cache as opposed to data file interface. '''Xero''' * Enhanced XERO get data to request report data using standardLayout=true to ensure values can be read correctly. '''Dropbox''' * Enhanced dropbox integration to only check for READ/WRITE access on FULL GET DATA. * Enhanced get data to not retain archive unless required. * Added option to "Perform a full get data and retain archive" which is used to prepare the archive for future use. '''Miscellaneous''' * Added AlignRangeDef function to control the alignment of cells programmatically. * Enhanced code that Freeze Panes to handle pivot tables and query tables without FreezePaneDef. * Added EnsureGetData function required for CAPS. * Added RecalculateListWorksheet function required for CAPS. * Added alias for periods required for CAPS import. == Related Topics == * [[BudgetLink version archive]] cd1439d5f9c4cd005a680a892709da7355cbbe40 0 496 2605 1841 2016-01-07T01:21:03Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\System\''' folder; # Locate the '''BudgetLink Data.mdb'''; # Move the '''BudgetLink Data.mdb''' file '''\BudgetLink\System\Backup\Databases\Restored''' folder. Rename with a date time stampe if a file with the same name already exists; # Browse to the '''\BudgetLink\System\Backup\Databases\'''; # Locate a back up of '''BudgetLink Data.mdb''' file with a date time stamp when BudgetLink was working; # Copy the '''BudetLink Data.mdb''' file and paste into the '''\BudgetLink\System\''' Folder; # Rename the file to remove the Date Time Stamp from the beginning of the file name; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] fc17bce09fe3f44acf190ff7c954d178df2e82dd 0 70 2606 2487 2016-01-11T23:09:32Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. [[Opening BudgetLink as a read-only solution]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] ff345528b632afc09c2a3e1e83f724e1751f3e5b 2607 2606 2016-01-11T23:09:44Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 92e3bf00026e8b3f7a30f0d34efe3ca8be463b16 2612 2607 2016-01-12T00:57:29Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] f898d2da68421147d02a30618fdb418de072ffb6 0 653 2608 2016-01-11T23:14:55Z Nic 2 Created page with "== Overview == The BudgetLink application is made up of a number of Excel Workbook. These files are never edited by users and are usually shipped as read-only files. However,..." wikitext text/x-wiki == Overview == The BudgetLink application is made up of a number of Excel Workbook. These files are never edited by users and are usually shipped as read-only files. However, sometimes, this read-only flag can be removed. If Excel complains that BudgetLink is opened by others when it first start, follow these steps to remove this message. == Opening BudgetLink as a read-only solution == To set BudgetLink as a read-only solution, follow these steps. # Start BudgetLink and cancel any prompts displayed at startup; # From the '''Menu''', click on '''30. Settings''' and choose '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the user options dialogue, select '''Miscellaneous''' from the list on the left-hand side; # Tick the option '''Open BudgetLink As Read-Only'''; # Click '''Save''' and '''Close''' to save the changes; # Close and restart '''BudgetLink'''. == Related Topics == c22032e9057dfa50da8222af3ac48ff3ad65c0e1 2609 2608 2016-01-12T00:12:52Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink application is made up of a number of Excel Workbook. These files are never edited by users and are usually shipped as read-only files. However, sometimes, this read-only flag can be removed. If Excel complains that BudgetLink is opened by others when it first start, follow these steps to remove this message. == Opening BudgetLink as a read-only solution == To set BudgetLink as a read-only solution, follow these steps. # Start BudgetLink and cancel any prompts displayed at startup; # From the '''Menu''', click on '''30. Settings''' and choose '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the user options dialogue, select '''Miscellaneous''' from the list on the left-hand side; # Tick the option '''Open BudgetLink As Read-Only'''; # Click '''Save''' and '''Close''' to save the changes; # Close and restart '''BudgetLink'''. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 97faa95ae62e5ea985823ac16a61ddf16bd999c2 2611 2609 2016-01-12T00:15:27Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink application is made up of a number of Excel Workbook. These files are never edited by users and are usually shipped as read-only files. However, sometimes, this read-only flag can be removed. If Excel complains that BudgetLink is opened by others when it first start, follow these steps to remove this message. == Opening BudgetLink as a read-only solution == [[File:MiscellaneousOptions.png|300px|thumb|right|Miscellaneous Options]] To set BudgetLink as a read-only solution, follow these steps. # Start BudgetLink and cancel any prompts displayed at startup; # From the '''Menu''', click on '''30. Settings''' and choose '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the user options dialogue, select '''Miscellaneous''' from the list on the left-hand side; # Tick the option '''Open BudgetLink As Read-Only'''; # Click '''Save''' and '''Close''' to save the changes; # Close and restart '''BudgetLink'''. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] ed0885e936cc0a29402772942e3c5a2a3af2c287 6 654 2610 2016-01-12T00:14:44Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 655 2615 2016-01-19T22:49:39Z Nic 2 Created page with "BudgetLink v2016.1.2.161 was released on 20/01/2016. Released to fix issue with upgrade. == Enhancements == '''Upgrade''' * Fixed issue in upgrade process failing. == Relat..." wikitext text/x-wiki BudgetLink v2016.1.2.161 was released on 20/01/2016. Released to fix issue with upgrade. == Enhancements == '''Upgrade''' * Fixed issue in upgrade process failing. == Related Topics == * [[BudgetLink version archive]] 9aa6e37b56f93d3b338a45f681ab86b2b8d477b4 0 656 2616 2016-01-19T22:54:43Z Nic 2 Created page with "BudgetLink v2016.1.1.160 was released on 18/01/2016. Released to fix get data issues. == Enhancements == '''Get Data''' * Re-engineered the get data process to run queries d..." wikitext text/x-wiki BudgetLink v2016.1.1.160 was released on 18/01/2016. Released to fix get data issues. == Enhancements == '''Get Data''' * Re-engineered the get data process to run queries dynamically rather than statically. * Re-engineered the get data process regarding the temp/working folder. * Re-engineered the get data process to ensure MYOB ODBC Driver does not trip itself with long files. * Enhanced the MYOXProcessor to be able to recover from error 401. * Enhanced get data to keep track of how long specific steps take. '''Licensing''' * Re-engineered the licensing and how it relates to versions, profiles and tables. == Related Topics == * [[BudgetLink version archive]] cac256b87d4c75d96bf6200f27d60bb9b7b50d81 0 192 2619 2567 2016-01-21T09:48:21Z Jeff 1 /* Managing Account Hierarchies */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 0484f93b07a099dd06fa92cdaa7761e70ffa03cb 0 271 2624 2434 2016-01-22T00:42:11Z Jeff 1 /* Transfers */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 17c512833aa64bd74199fe5effe5c36359d3392d 0 88 2625 2437 2016-01-22T00:52:33Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive, you will need to obtain a transfer key if you are using [[BudgetLink v2015.12.2.159]] You will need to perform three steps: # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] f944ef0b7bf2ee03eab7402bd767e24b6aeb5c4f 2626 2625 2016-01-22T00:56:45Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. A transfer key is required if you are using [[BudgetLink v2015.12.2.159]] and below. You will need to perform the below '''three''' steps: A transfer Key is NOT required if you are using [[BudgetLink v2016.1.1.160]] and above. You will need to perform '''only step1''' # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 8ac8c2b62eb4f0fc20019dcaf092beaca3f8cb81 2627 2626 2016-01-22T00:57:22Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. A transfer key is required if you are using [[BudgetLink v2015.12.2.159]] and below. You will need to perform the below '''three''' steps. A transfer Key is NOT required if you are using [[BudgetLink v2016.1.1.160]] and above. You will need to perform '''only step1''' # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 475d36bde665edaa9fdb4f83ef239fa5c009bc9c 2628 2627 2016-01-22T00:59:44Z Jeff 1 /* How to move BudgetLink to a new machine or folder */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. You will need to perform the below '''three''' steps. A '''Transfer Key is NOT required''' if you are using [[BudgetLink v2016.1.1.160]] and above. You will need to perform '''only step1''' # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] eaec5a4b96b08101847bf037885535314a98f7dc 2629 2628 2016-01-22T01:02:29Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === Please follow these instructions to request your transfer key. A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] cf84a500c428f0f0cfec590f6584de3d67786a14 6 683 2630 62 2016-01-22T02:43:21Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Customise Dialogue.png]]&quot; wikitext text/x-wiki Screenshot of the customise dialogue. a0a9c42affccc5b643ea8e54f0df2812467dfa91 2631 2630 2016-01-22T02:44:26Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Customise Dialogue.png]]&quot; wikitext text/x-wiki Screenshot of the customise dialogue. a0a9c42affccc5b643ea8e54f0df2812467dfa91 2632 2631 2016-01-22T02:44:57Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Customise Dialogue.png]]&quot; wikitext text/x-wiki Screenshot of the customise dialogue. a0a9c42affccc5b643ea8e54f0df2812467dfa91 2633 2632 2016-01-22T02:45:49Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Customise Dialogue.png]]&quot;: Reverted to version as of 02:44, 22 January 2016 wikitext text/x-wiki Screenshot of the customise dialogue. a0a9c42affccc5b643ea8e54f0df2812467dfa91 6 683 2634 2633 2016-01-22T02:51:30Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 2635 2624 2016-01-24T01:46:10Z Jeff 1 /* Multiple Companies */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[How to setup multiple data files for consolidation]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] b29ef7e9c9631fa9baa606916d9f4df561d14a21 2636 2635 2016-01-24T01:51:41Z Jeff 1 /* Multiple Companies */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] fd8a296251c444e4e64615ac451a00b0d721ae09 0 177 2637 2475 2016-01-24T01:54:43Z Jeff 1 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Connect to a Data File|How to connect to a Data File]] * [[Get Data|How to Get Data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b3fda579cba2cae097c51f00e95297d9173f6a50 2638 2637 2016-01-24T01:55:27Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Connect to a data file|How to connect to a data file]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ccaf1dac603d66e0f7d6fc1217992435953b377b 2640 2638 2016-01-24T01:58:46Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Connect BudgetLink to a data file|How to connect to a data file]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] bac2c8a3574b3bf83801a5c426a841341c509987 2643 2640 2016-01-24T02:36:14Z Jeff 1 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Connect BudgetLink to a data file|How to connect to a data file]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3a1ef0b3da34c8ddbbdf6b47f59423049a2713e2 2644 2643 2016-01-24T02:36:38Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the Setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Connect BudgetLink to a data file|How to connect to a data file]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ea8c5002984e7da7acdd101dfbdf97a2837051ff 2645 2644 2016-01-24T02:38:14Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the Setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 79c638a4a87286b3dd006d8249151203c9a47b6d 0 120 2639 2370 2016-01-24T01:57:30Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight or prior */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 08dc34e035b0734e70ea3c6431a5d2dcf2c774e5 0 659 2641 2016-01-24T02:20:31Z Jeff 1 Created page with "== Overview == BudgetLink gets financial reporting data from one or more accounting data files. To do so it requires information about each of there locations and passwords w..." wikitext text/x-wiki == Overview == BudgetLink gets financial reporting data from one or more accounting data files. To do so it requires information about each of there locations and passwords which are captured as Data File Connections This form appears in the setup wizard and can also be opened from the BudgetLink Menu: # From the Menu go to '''Settings'>'Data Files'>'Manage Data Files''; If existing data file connections have been setup they will be listed in the left hand side of this form To edit an existing data file connection, select the data file on the left and click '''Edit''' To add a new data file connection click the '''Add''' button To delete an existing data file connection After adding a new data file its connection name will a [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; You can enter this data in the data file connection form A data file connection form is displayed at start up. You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. 22125010c02f7ae2a1ba6dce56d2e873ba66d1a1 2642 2641 2016-01-24T02:20:58Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink gets financial reporting data from one or more accounting data files. To do so it requires information about each of their locations and passwords which are captured as Data File Connections This form appears in the setup wizard and can also be opened from the BudgetLink Menu: # From the Menu go to '''Settings'>'Data Files'>'Manage Data Files''; If existing data file connections have been setup they will be listed in the left hand side of this form To edit an existing data file connection, select the data file on the left and click '''Edit''' To add a new data file connection click the '''Add''' button To delete an existing data file connection After adding a new data file its connection name will a [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; You can enter this data in the data file connection form A data file connection form is displayed at start up. You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. aacc4dd917b4bbdf96ddb1e84fa10ee67b59a4e2 2668 2642 2016-01-25T02:34:04Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:DataFileSetup.png|300px|thumb|right|Data File Setup dialogue]] BudgetLink gets financial reporting data from one or more accounting data files. To do so it requires information about each of their locations and passwords which are captured as Data File Connections This form appears in the setup wizard and can also be opened from the BudgetLink Menu: # From the Menu go to '''Settings'>'Data Files'>'Manage Data Files''; If existing data file connections have been setup they will be listed in the left hand side of this form To edit an existing data file connection, select the data file on the left and click '''Edit''' To add a new data file connection click the '''Add''' button To delete an existing data file connection After adding a new data file its connection name will a [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; You can enter this data in the data file connection form A data file connection form is displayed at start up. You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. d800841ea64a1153526077fb5e50c731352ce90f 0 660 2646 2016-01-24T02:46:13Z Jeff 1 Created page with "== Overview ==" wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 2647 2646 2016-01-24T02:46:34Z Jeff 1 wikitext text/x-wiki == Overview == In development f91318c62e734e6eb0fbbc7a025c4b7513dee357 2658 2647 2016-01-25T02:17:09Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ === Installation === Follow the instructions for [Installing BudgetLink] at the first stage. e952c50403bf96c79c2aaaef12c02e62f8143c5d 2659 2658 2016-01-25T02:17:22Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ === Installation === Follow the instructions for [[Installing BudgetLink]] at the first stage. 7913dec49a292b3d3c1a955a05a1eeaead7bc1ea 2660 2659 2016-01-25T02:17:44Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for [[Installing BudgetLink]] at the first stage. 835ed6519f31258ed91163f50f778e7d8edc4389 2662 2660 2016-01-25T02:21:03Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for [[Installing BudgetLink]] at the first stage. == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 8aaccc9cb8aa6e4b4e440a7fe1a97614abb5a0dc 2663 2662 2016-01-25T02:21:20Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for ''[[Installing BudgetLink]]'' at the first stage. == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] ec4d9eb35428090de4dd0f06b97307266b627462 2664 2663 2016-01-25T02:21:32Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] db2f61ce3419f266b548c53d131bdda5f97ec27f 2665 2664 2016-01-25T02:26:23Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == Click Enable Content ,For more information on Enabling Macros click the link [[Enabling Macros in Microsoft Excel]] If BudgetLink does not start after enabling macros then create a trusted location. Click Yes to add a Trusted Location We suggest clicking Yes to add a short cut to BudgetLink Click the link below to find out more about creating short cuts. Read the User License Agreement If OK click I accept the terms and conditions == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 46095970fcadab91b5465e0cb5520cfca6db1bd5 2666 2665 2016-01-25T02:26:46Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == Click Enable Content ,For more information on Enabling Macros click the link [[Enabling Macros in Microsoft Excel]] If BudgetLink does not start after enabling macros then create a trusted location. Click Yes to add a Trusted Location We suggest clicking Yes to add a short cut to BudgetLink Click the link below to find out more about creating short cuts. Read the User License Agreement If OK click I accept the terms and conditions == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] a914165bf5f0e96a48c8e4981f6643e70e79931a 2667 2666 2016-01-25T02:29:47Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == Click Enable Content ,For more information on Enabling Macros click the link [[Enabling Macros in Microsoft Excel]] If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]] We suggest clicking Yes to add a short cut to BudgetLink Click the link below to find out more about creating short cuts. Read the User License Agreement If OK click I accept the terms and conditions == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] c360e9ba4fc42397b43411596fdb038553917a4a 2675 2667 2016-01-27T23:30:55Z Jeff 1 /* Start up the solution */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. [http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] fd5e61096212c5828591cd4e1dc7c63e28abcaa7 2676 2675 2016-01-27T23:33:09Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 18d9a61a755fd352e302ded69e968d48bb23f334 2677 2676 2016-01-27T23:49:27Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 999938cb9f27ce9210c0f0db68810b68586d2539 2678 2677 2016-01-27T23:50:04Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] f4fc3284ed9280856198a47c911c296766fa3634 2680 2678 2016-01-27T23:52:26Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == [[File:BudgetLink Popout.png]] If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] b061332f8bc64c4a29a4675c2a629fab60cde8c0 2681 2680 2016-01-27T23:53:08Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 34764a28eeebb9391d2a9501b07663cb09f2cd46 2682 2681 2016-01-27T23:53:30Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. The next is [Connecting BudgetLink to your company datafile[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 58842c58ccda319e47cca84ce586db50a88b1542 2683 2682 2016-01-27T23:54:31Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. == Connecting BudgetLink to your company datafile == [http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Changing_how_BudgetLink_connects_to_your_data_file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 0dab44c783c3e99b4ee4cb64db4af8bc4772c018 0 93 2648 2243 2016-01-24T02:51:42Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b401f9e91287d9c6490e394046aeceaba4ce5b54 2661 2648 2016-01-25T02:20:13Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to enable macros in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] a2b53994b180117d07023cd35eed93a92a4e18cc 2673 2661 2016-01-27T22:44:25Z Jeff 1 /* How to Install BudgetLink */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to '''Enable Macros''' in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] bf2f1736c6c9eb229b402d2c029b3bcf7f0b76f9 2674 2673 2016-01-27T22:45:36Z Jeff 1 /* How to Install BudgetLink */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] dc8328805c917ed3f61dec697c6adc2f9a6a45fb 0 115 2649 1607 2016-01-24T02:56:38Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If installing [[Multiple BudgetLink Intances]], then we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number] -[Instance Name ie Company]'. The Instance Name should help you identify the purpose of the different instance. * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override the existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] c5cac51ffe9c5585499e63a9814c579606a1c113 0 192 2650 2619 2016-01-24T23:00:32Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysisjpg]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 199cfb8c2951f3aa64c6e82ee77d69ec7648ee8e 2652 2650 2016-01-24T23:02:20Z Jeff 1 /* Using account sets on reports */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 1105a220071e3b33adaab8695ec8e9ea104c1f2b 2653 2652 2016-01-24T23:03:40Z Jeff 1 /* Using account sets on reports */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:CustomiseBudgetAnalysis.png|300px|thumb|right|BudgetLink welcome dialogue]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] ee0698921c0d5c5368d41888f9aa7c1c8ed144b1 2654 2653 2016-01-24T23:04:09Z Jeff 1 /* Using account sets on reports */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] e93cf3ecb4f1cf38ba3aa277157ef03540222f29 2655 2654 2016-01-24T23:04:48Z Jeff 1 /* Using account sets on reports */ wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 3e0013011da6b793097477796684971d9572f737 2656 2655 2016-01-24T23:05:13Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] dea4ee48c2673a158a94b7d3952b7cdcb6ebd033 2657 2656 2016-01-24T23:05:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has Accounts. Accounts can be filtered or sliced using Account Sets. They can be used to: # Exclude Non Cash Accounts for use in Cash Flow Reports # Report divisions setup in your chart of accounts They work in a similar way to an Account Hierarchy but is different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 25d7f5f9d59aea01b225008569a5fea872295ea8 6 661 2651 2016-01-24T23:01:42Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 662 2669 2016-01-25T02:34:33Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 204 2670 2617 2016-01-27T03:41:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c30e125353cfa0735ca8a3a9fc32afa708bf3662 0 1 2671 2618 2016-01-27T03:41:19Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.1.4.163]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a23085a92d74a9454392246b81d853121047daab 0 663 2672 2016-01-27T03:42:29Z Nic 2 Created page with "BudgetLink v2016.1.4.163 was released on 27/01/2016. == Enhancements == '''Get Data''' * Fixed get data issue where it removed tables beginning with LINKED_ if the name tur..." wikitext text/x-wiki BudgetLink v2016.1.4.163 was released on 27/01/2016. == Enhancements == '''Get Data''' * Fixed get data issue where it removed tables beginning with LINKED_ if the name turned out to match one existing endpoint. * Enhanced get data process to add aditional times during get data logging. * Added new table type called ""Standard Journals Data"" and ""Standard Totals Data"" to further control get data queries. '''Orders Version''' * Added STANDARD_SalesOrders, STANDARD_SalesOrderJournalRecords, STANDARD_PurchaseOrders, STANDARD_PurchaseOrderJournalRecords. * Removed BUDGETLINK_Orders table as it is being replaced by new tables. * Re-engineered ORDERS version to use new tables. * Re-engineered drilldown on orders version to use new tables. '''Upgrade''' * Fixed upgrade to ensure data validation list is open at end of upgrade process. == Related Topics == * [[BudgetLink version archive]] 768014baf0059a227d6d6ea0dcf7f4c2c01023cf 6 664 2679 2016-01-27T23:51:33Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 660 2684 2683 2016-01-28T00:00:01Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== Once the BudgetLink is installed you will need to connect the company datafile with the solution. Please follow the below instructions for [[how BudgetLink connects to your data file]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 7f071672dab1adc5e3e27cf968088067e81e6150 2685 2684 2016-01-28T00:14:31Z Jeff 1 /* Datafile Connectivity */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == If BudgetLink does not start after enabling macros then create a trusted location. Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. We suggest clicking Yes to [[Create BudgetLink Shortcut]]. Read the User License Agreement If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== Once the BudgetLink is installed you will need to connect the company datafile with the solution. Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 481ca2ce0cf0a080ea8d58613db44cc2f612955d 2686 2685 2016-01-28T00:15:07Z Jeff 1 /* Start up the solution */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. If a no , it is a new installation then you will see the BudgetLink Licensing screen. Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== Once the BudgetLink is installed you will need to connect the company datafile with the solution. Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] f7fc7be36336cea0589eea6d2aaa541b8eb72d85 2687 2686 2016-01-28T00:15:37Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== Once the BudgetLink is installed you will need to connect the company datafile with the solution. Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] fefb2e65b25db7c460595a626d2eecec7bc20481 2688 2687 2016-01-28T00:16:11Z Jeff 1 /* Datafile Connectivity */ wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 1965f9ba5e22986d2b27afc56bb13276693dd888 2689 2688 2016-01-28T00:19:36Z Jeff 1 wikitext text/x-wiki == Overview == ********In development************ ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] d76f3ddaf24b5a32972899522e8fc222d443e680 2690 2689 2016-01-28T00:25:49Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == This page will guide you from the first step - BudgetLink Link download to the final step - get data process to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for Personal Support. For more information [http:http://accountingaddons.com.au/support/personal/ click here ] ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 4c873fc5e2008e76ac4cf82ec85cec42c577378d 2691 2690 2016-01-28T00:29:14Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == This page will guide you from the first step - BudgetLink Link download to the final step - get data process to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for Personal Support. For more information [http://accountingaddons.com.au/support/personal/ click here ] ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 9a2c272d577614642e7e4cf9f48df65a055fbbe5 2692 2691 2016-01-28T00:30:32Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for [[Adding a Trusted Location in Microsoft Excel]]. * We suggest clicking Yes to [[Create BudgetLink Shortcut]]. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 9ebfedb9be0f5bd40960ab813609590540e4d02c 2693 2692 2016-01-28T00:31:01Z Jeff 1 /* Start up the solution */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''. * We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on [[Upgrading BudgetLink]]. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on [[How to enter a License Key]]. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 8db2d113a6eb939e2a7ddb1fcaa3ce23e7c18e9a 2694 2693 2016-01-28T00:31:28Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Start up the solution == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''. * We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] b1179442a86a0b821d573aec93b658ab9e397f5a 2695 2694 2016-01-28T01:20:38Z Jeff 1 /* Start up the solution */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == * If BudgetLink does not start after enabling macros then create a trusted location. * Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''. * We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''. * Read the User License Agreement * If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 3d0fb000150d6df0e4cc3744cb25f83c5fa91de4 2696 2695 2016-01-28T01:26:44Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == # Once you install the BudgetLink , On start up the solution will ask for [[Enabling Macros in Microsoft Excel]]. Then click yes # If BudgetLink does not start after enabling macros then create a trusted location. # Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''. # We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''. # Read the User License Agreement # If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 0b708bd08002eecebe8253724eea33099116ce08 2697 2696 2016-01-28T01:27:02Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == # Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes # If BudgetLink does not start after enabling macros then create a trusted location. # Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''. # We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''. # Read the User License Agreement # If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 848f17a9bc3c0a00158f2d4f61d4e4a0ed67d9c8 2698 2697 2016-01-28T01:28:45Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == # Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; # If BudgetLink does not start after enabling macros then create a trusted location.; # Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''.; # We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''.; # Read the User License Agreement; # If OK click I accept the terms and conditions.; == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 0c2c9dd15115ce244e06eb57bf3a8bc37b4e307b 2699 2698 2016-01-28T01:29:21Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == # Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; # If BudgetLink does not start after enabling macros then create a trusted location; # Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; # We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; # Read the User License Agreement; # If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 4b7399ef77f40ed9145ea2cf046d5b791c8102c4 2700 2699 2016-01-28T01:34:00Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == This page will guide you from the '''First step - BudgetLink Download to the Final step - Get Data Process''' to connect and use your company data. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 3bd212058201849d3d39f9fbe625369baccad8e3 2701 2700 2016-01-28T01:36:45Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == After installing BudgetLInk a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 3c964be90174bf5a823df55493dd9fe8da1a59fe 2702 2701 2016-01-28T01:37:11Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == Follow the instructions for '''[[Installing BudgetLink]]''' at the first stage. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] ca8985a951df0f34aca06a5cf1554438640bf863 2703 2702 2016-01-28T01:39:30Z Jeff 1 /* Installation */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so click on the below link to Follow the instructions for '''[[Installing BudgetLink]]'''. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 2ff4b659197ff745c178f4ceab417621d0422314 2704 2703 2016-01-28T01:39:58Z Jeff 1 /* Installation */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so click on the below link to Follow the instructions for '''[[Installing BudgetLink]]'''. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 6c50baa3f6beb6728fe6971875aea4728d757674 2705 2704 2016-01-28T02:09:11Z Jeff 1 /* Installation */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 492deaf9d1a99939096c909b483ca8ac3f69a9ee 2706 2705 2016-01-28T02:24:16Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once you install the BudgetLink , On start up the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 2f03a7ca9c9abdee92fd4cdbf862545e760d31d8 2707 2706 2016-01-28T02:25:00Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #Click Yes for '''[[Adding a Trusted Location in Microsoft Excel]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 4162d54dd6d564921ed8167dac4284f97faf364c 2708 2707 2016-01-28T02:28:27Z Jeff 1 /* Setup Wizard */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #The next step is Adding a Trusted Location will appear. Click on '''Yes''' to continue or for more information '''[[Adding a Trusted Location in Microsoft Excel click here]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] bf94eb4c3da75c222a4ac8e57a55f8f0d62860ab 2709 2708 2016-01-28T02:28:52Z Jeff 1 wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #The next step is Adding a Trusted Location will appear. Click on '''Yes''' to continue or for more information '''[[Adding a Trusted Location in Microsoft Excel | click here]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == * If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade. [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''. * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]'''. == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] d14e9cd2ba4a8c35dabde42eb5ec85ce581a7c60 2710 2709 2016-01-28T02:35:30Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #The next step is Adding a Trusted Location will appear. Click on '''Yes''' to continue or for more information '''[[Adding a Trusted Location in Microsoft Excel | click here]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == #If you have an old version of BudgetLink on the same hard drive you will receive a pop out asking if this process is an upgrade; [[File:BudgetLink Popout.png]] # If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''; #If a no , it is a new installation then you will see the BudgetLink Licensing screen; #Then follow the instruction on '''[[How to enter a License Key]]'''; == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 1b6a1a9db9ce1581fb8774d73f39ce6965644a1d 2711 2710 2016-01-28T02:36:01Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #The next step is Adding a Trusted Location will appear. Click on '''Yes''' to continue or for more information '''[[Adding a Trusted Location in Microsoft Excel | click here]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive below pop out asking if this process is an upgrade; [[File:BudgetLink Popout.png]] # If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]'''; #If a no , it is a new installation then you will see the BudgetLink Licensing screen; #Then follow the instruction on '''[[How to enter a License Key]]'''; == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] 7de9b9449b3c4bcf30c5642a0c80af447267c07c 2712 2711 2016-01-28T02:36:36Z Jeff 1 /* Licensing BudgetLink */ wikitext text/x-wiki == Overview == After installing BudgetLink a Setup Wizard will commence. The purpose of the page is to guide you through how to Setup the Wizard. Follow the below self help instruction to complete the process. If you face any issue you can seek for '''Personal Support'''. For more information '''[http://accountingaddons.com.au/support/personal/ click here ]''' ==Installation == At this stage you should have already installed BudgetLink. If you haven't done so follow the instructions for '''[[Installing BudgetLink]]''' and do so. == Setup Wizard == # Upon Installation BudgetLink should start up with macros running. If you see that the solution do not start refer to '''[[Troubleshooting Start-Up Problems]]''' page. #Once the macros run the solution will ask for '''[[Enabling Macros in Microsoft Excel]]'''. Then click yes; #If BudgetLink does not start after enabling macros then create a trusted location; #The next step is Adding a Trusted Location will appear. Click on '''Yes''' to continue or for more information '''[[Adding a Trusted Location in Microsoft Excel | click here]]'''; #We suggest clicking Yes to '''[[Create BudgetLink Shortcut]]'''; #Read the User License Agreement; #If OK click I accept the terms and conditions. == Licensing BudgetLink == If you have an old version of BudgetLink on the same hard drive you will receive below pop out asking if this process is an upgrade; [[File:BudgetLink Popout.png]] * If yes, it is an upgrade. follow instruction on '''[[Upgrading BudgetLink]]''' * If a no , it is a new installation then you will see the BudgetLink Licensing screen. * Then follow the instruction on '''[[How to enter a License Key]]''' == Datafile Connectivity== * Once the BudgetLink is installed you will need to connect the company datafile with the solution. * Please follow the below instructions for [[Changing how BudgetLink connects to your data file| How to connect BudgetLink to your datafile.]] == Get Data process == The Get Data process is the main process that transfers the data from your accounting packages into BudgetLink. For more instructions on how to perform Get Data process, [[Get Data | click here]] == Related Topics == * [[Installing BudgetLink]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] eeab8739b95b504b0fcfa3d664bd18c2fba08602 0 229 2713 2106 2016-02-02T10:45:22Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as an email attachment or as a drop box download link. == How to install a custom report received as an email attachment == To install a custom report received as an email attachment, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. == How to install a custom report received as drop box download link == To install a custom report received as drop box download link, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click '''Download''' and then choose '''Direct download''' # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. d8a8674309c9638205c4d85990b7a9fd52c0bae3 2714 2713 2016-02-02T10:46:35Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. == How to install a custom report received as drop box download link == To install a custom report received as drop box download link, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click '''Download''' and then choose '''Direct download''' # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. == How to install a custom report received as an email attachment == To install a custom report received as an email attachment, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. 4d450c3583387cac5a4fb9d02c541912f12b6543 2715 2714 2016-02-02T10:47:28Z Jeff 1 /* How to install a custom report received as drop box download link */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. == How to install a custom report received as drop box download link == To install a custom report received as drop box download link, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''[[BudgetLink System Folder|System Folder]]'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click '''Download''' and then choose '''Direct download''' # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. == How to install a custom report received as an email attachment == To install a custom report received as an email attachment, follow these steps. # Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to '''System Folder'''; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; # Return to BudgetLink and click on the '''Refresh Menu''' button; The new report should appear in the menu. 5f3031cf3bda6c4ce7a4e4061b0fd8dfaa67b5cc 0 563 2716 2102 2016-02-02T10:48:37Z Jeff 1 wikitext text/x-wiki == OVERVIEW == The BudgetLink System folder is a sub folder of the [[BudgetLink Folder]] It contains Reports, Databases and Program files required to operate BudgetLink == RELATED NOTES == Unless you are an advanced user or are following instructions on how to install a report or custom solution we advise that you don't modify this folder 40245f318ed843e6266432bf15fde3a707724106 2717 2716 2016-02-02T10:50:54Z Jeff 1 wikitext text/x-wiki == Overview == The BudgetLink System folder is a sub folder of the [[BudgetLink Folder]] It contains Reports, Databases and Program files required to operate BudgetLink Unless you are an advanced user or are following instructions on how to install a report or custom solution we advise that you don't modify this folder == Related Notes == [[How to install a custom report]] 236155643861c84061cde2abd055795ed93ad98e 0 665 2718 2016-02-02T22:10:39Z Nic 2 Redirected page to [[Clearing budgets out of deleted accounts or jobs]] wikitext text/x-wiki #REDIRECT [[Clearing budgets out of deleted accounts or jobs]] cbdb430ac7ee8153ed8c64241cc58c41ffc3e367 0 666 2719 2016-02-02T22:10:41Z Nic 2 Redirected page to [[Clearing budgets out of deleted accounts or jobs]] wikitext text/x-wiki #REDIRECT [[Clearing budgets out of deleted accounts or jobs]] cbdb430ac7ee8153ed8c64241cc58c41ffc3e367 0 667 2720 2016-02-02T22:10:44Z Nic 2 Redirected page to [[Clearing budgets out of deleted accounts or jobs]] wikitext text/x-wiki #REDIRECT [[Clearing budgets out of deleted accounts or jobs]] cbdb430ac7ee8153ed8c64241cc58c41ffc3e367 0 100 2721 754 2016-02-03T01:20:07Z Jeff 1 /* How to locate the BudgetLink Folder */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a [[BudgetLink Shortcut]] to your desktop. The [[BudgetLink Shortcut]] will exist if there is a [[BudgetLink Logo]] with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the [[BudgetLink Shortcut]] and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == b0b04c3d202b7426ba761e620c2bb6c31e785615 2722 2721 2016-02-03T01:21:46Z Jeff 1 /* If BudgetLink is not open */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number] An example of the folder name is C:\BudgetLink 3.35.0.84 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == b0e00c9859bd3ad6754d2801ea2ccdfaa512895d 0 1 2723 2671 2016-02-10T04:34:11Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.2.1.164]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 1ba4d2d6ebd23d71f5af89bf5a9fa41b66a21901 0 204 2724 2670 2016-02-10T04:34:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 00c54b8fbab60b61b1037f83a334cebef10fb6c1 0 668 2725 2016-02-10T04:35:53Z Nic 2 Created page with "BudgetLink v2016.2.1.164 was released on 10/02/2016. == Enhancements == '''Budget''' * Update installer to ensure budget version is enabled by default. == Related Topics =..." wikitext text/x-wiki BudgetLink v2016.2.1.164 was released on 10/02/2016. == Enhancements == '''Budget''' * Update installer to ensure budget version is enabled by default. == Related Topics == * [[BudgetLink version archive]] 0e23341e9298b3a18e13f8c507b369cbe06e2fb2 0 272 2726 2525 2016-02-11T01:38:46Z Jeff 1 /* Standard Meta Data Points */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Classes]] (for QuickBooks users) * [[Tracking Categories]] (for Xero users - comming soon) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] 80b0e3f545401a5a09332e008b6b85487a7f142b 0 529 2727 1944 2016-02-11T01:39:18Z Jeff 1 wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios Can have a type of either Actual, Budget, or Cash Flow Versions can be selected from the [[Customise Reports|Customise]] button Versions can be managed via [[Version Control]] Adjustment Versions allow you to adjust one version with another ae7b30a93df69fe4d4d8b13ae314bed53acf910e 2728 2727 2016-02-11T01:40:26Z Jeff 1 wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios Can have a type of either Actual, Budget, or Cash Flow Versions can be selected from the [[Customise Reports|Customise]] form Versions can be managed via [[Version Control]] Adjustment Versions allow you to adjust one version with another bf92b018a1a627864b653f0544edf6969e39d016 2729 2728 2016-02-11T01:40:49Z Jeff 1 wikitext text/x-wiki A version represents a type of data set for example Actual Accruals, Actual Cash, Budgets, Forecasts, Cash Flows and Scenarios Can have a type of either Actual, Budget, or Cash Flow Versions can be selected from the [[Customising Reports|Customise]] form Versions can be managed via [[Version Control]] Adjustment Versions allow you to adjust one version with another 0ec4ef721af807d571ba608966b39ba4011fae24 0 52 2730 184 2016-02-11T01:42:28Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] * [[Enabling and Disabling Budgets]] == Related Topics == None. 7a593cb88c748cc7f0d0e9864ee3e8900bf43dcf 2731 2730 2016-02-11T01:43:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] * [[Enabling and disabling Versions]] == Related Topics == None. af515aa2e27f1d0487bedc516be8d3d502b9c8e8 0 669 2732 2016-02-11T02:00:47Z Jeff 1 Created page with "==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in..." wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Steps to Disable a Version== # From the BudgetLink Menu go 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Enabled versions will have an '''x''' to the right of the Version # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close 0f01c43d5ab54034efd33f038e8fa16d1b3fd1f7 2733 2732 2016-02-11T02:02:26Z Jeff 1 /* Steps to Disable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Steps to Disable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Enabled versions will have an '''x''' to the right of the Version # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close e7a747fccdc387d2ff91637475c1982c08197111 0 669 2734 2733 2016-02-11T02:02:44Z Jeff 1 /* Steps to Disable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Enabled versions will have an '''x''' to the right of the Version # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close c38d2ca192d46bb0b074415b823834e6a707a364 2735 2734 2016-02-11T02:05:37Z Jeff 1 wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Disabled versions will have no '''x''' to the left of the Version name # Double click the Version to enable # In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version # Click Close The version will now appear in the Version drop downs in the Customise form 50de18344a213e29622047c5c7af21a48564ee40 2736 2735 2016-02-11T02:08:06Z Jeff 1 /* Disable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions Disabled versions will have no '''x''' to the left of the Version name # Double click the Version to enable # In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version # Click Close The version will now appear in the Version drop downs in the Customise form 6830440988af148597790cf685eb10241172510b 2737 2736 2016-02-11T02:08:34Z Jeff 1 /* Enable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version # Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu # Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name # Double click the Version to enable # In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version # Click Close The version will now appear in the Version drop downs in the Customise form 4d89cbe563257e9628ebfb90bce3749becbd44f0 2738 2737 2016-02-11T02:09:16Z Jeff 1 wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name * Double click the Version to disable * In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version * Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name * Double click the Version to enable * In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version # Click Close The version will now appear in the Version drop downs in the Customise form 02b88f119c8128235e54dd7597641006d4d19d4c 2739 2738 2016-02-11T02:09:32Z Jeff 1 /* Enable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name * Double click the Version to disable * In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version * Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name * Double click the Version to enable * In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version * Click Close The version will now appear in the Version drop downs in the Customise form f55fc73fbf33fc23cf8a844d081d8471174ef9d7 2740 2739 2016-02-11T02:19:53Z Jeff 1 wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button. The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable * In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version * Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name * Double click the Version to enable * In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version * Click Close The version will now appear in the Version drop downs in the Customise form dbaa02b1a73f07c5c0045348745a00def6e1fa2c 2741 2740 2016-02-11T02:21:04Z Jeff 1 /* Disable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button. <br /> The Version Control form will appear showing versions. Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable * In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK''' The '''x''' will get removed from the Version * Click Close The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name * Double click the Version to enable * In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version * Click Close The version will now appear in the Version drop downs in the Customise form 32dbccdef251d5b6f324cd4df94eafa8c4e3ce78 2742 2741 2016-02-11T02:22:18Z Jeff 1 /* Disable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button. <br /> The Version Control form will appear showing versions. <br /> Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable. <br /> # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK'''. <br /> The '''x''' will get removed from the Version # Click Close. <br /> The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== From the BudgetLink Menu * Go to 20. Budget Entry > Version Control * In the '''Version Control''' sheet click the '''Version Control''' button The Version Control form will appear showing versions. Disabled versions will have no '''x''' to the left of the Version name * Double click the Version to enable * In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' The '''x''' will get added from the Version * Click Close The version will now appear in the Version drop downs in the Customise form 60481c96ed31ad32938462cdc68e074c2382ebbe 2743 2742 2016-02-11T02:23:41Z Jeff 1 /* Enable a Version */ wikitext text/x-wiki ==Overview== Versions can be disabled. The impact of disabling a version is that it cannot be used in any forms or reports Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button. <br /> The Version Control form will appear showing versions. <br /> Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable. <br /> # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK'''. <br /> The '''x''' will get removed from the Version # Click Close. <br /> The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button <br /> The Version Control form will appear showing versions. <br /> Disabled versions will have no '''x''' to the left of the Version name # Double click the Version to enable # In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' # The '''x''' will get added from the Version # Click Close. <br /> The version will now appear in the Version drop downs in the Customise form 236c76a4ff5b8830f74f391463e9c10cfcbcdfe0 0 94 2744 2568 2016-02-11T02:36:28Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] e6dc802c9bc0737c8e66ec8c243e5f560b35af73 0 670 2745 2016-02-11T02:39:31Z Nic 2 Created page with "== Overview == == How to enable or disable the compact databases on get data option == To enable or disable the compact databases on get data option, follow these steps. #..." wikitext text/x-wiki == Overview == == How to enable or disable the compact databases on get data option == To enable or disable the compact databases on get data option, follow these steps. # From the BudgetLink Menu, click on '''30. Settings''' then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Within the options dialogue, select the '''Get Data''' category from the list on the left-hand side; # Tick or untick the '''Compact Databases on Get Data''' option; # Click '''Save''' to save the options; # Click '''Close''' to close the options dialogue; # Return to the '''Menu''' and click on the '''Get Data''' button. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 66c354772a0c0554fae2e5713606d8eeb0cfb36a 2746 2745 2016-02-11T02:39:51Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. == How to enable or disable the compact databases on get data option == To enable or disable the compact databases on get data option, follow these steps. # From the BudgetLink Menu, click on '''30. Settings''' then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Within the options dialogue, select the '''Get Data''' category from the list on the left-hand side; # Tick or untick the '''Compact Databases on Get Data''' option; # Click '''Save''' to save the options; # Click '''Close''' to close the options dialogue; # Return to the '''Menu''' and click on the '''Get Data''' button. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] ce60abe48f07efb34c82c5d049c05f4baf926336 0 55 2747 2016 2016-02-15T01:26:40Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter or edit your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * If the cells show up and yellow that means all the inputs are at the detail level and you can edit the numbers. If they show up as white then it indicates that one of the dimensions includes a header and the numbers cannot be edited at that level * If you have already captured budgets they will appear in the budget entry screen and can be edited directly * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == * [[Using Source Values to Build Budgets]] * [[Adjusting Budgets]] == Related Topics == * [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] * [[Importing Budgets|How to import Budgets from existing Excel Workbooks]] * [[Exporting Budget Data|How to export data ready to import into MYOB]] 5ee7bb438f0953353f8e64d26110eb66d2eebb9e 0 671 2748 2016-02-15T01:30:27Z Jeff 1 Created page with "***** Work in Progress. Contact: enquiries@accountingaddons.com.au for more details. *****" wikitext text/x-wiki ***** Work in Progress. Contact: enquiries@accountingaddons.com.au for more details. ***** 4b0f6dd12d4329c475cc5aabb51189cac8dc4d5d 0 672 2749 2016-02-15T01:31:01Z Jeff 1 Created page with "***** Work in Progress. Contact: enquiries@accountingaddons.com.au for more details. *****" wikitext text/x-wiki ***** Work in Progress. Contact: enquiries@accountingaddons.com.au for more details. ***** 4b0f6dd12d4329c475cc5aabb51189cac8dc4d5d 0 1 2750 2723 2016-02-15T02:32:59Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.2.2.165]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 0d4b0a631eb3bcb6de64e9f3483b9c2fbdbd2ca0 2781 2750 2016-03-03T04:58:54Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.3.1.167]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 81c4b425b87b700c189866907cfd95bf1211c894 0 204 2751 2724 2016-02-15T02:33:11Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 777e288081c9ef8ea7834275351a26e56adbc950 2782 2751 2016-03-03T04:59:12Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7979533dc015085b21ea344df619dfa727f2c374 0 673 2752 2016-02-15T02:38:26Z Nic 2 Created page with "BudgetLink v2016.2.1.164 was released on 10/02/2016. == Enhancements == '''Get Data''' * Increased the performance of the Sales data for MYOB Classic. * Increased the perfo..." wikitext text/x-wiki BudgetLink v2016.2.1.164 was released on 10/02/2016. == Enhancements == '''Get Data''' * Increased the performance of the Sales data for MYOB Classic. * Increased the performance of the Sales order data for MYOB Classic. * Enhanced get data to not fail if compacting data file interface fails. * Enhanced the performance of the get data to not use transactions when transferring. '''Licensing''' * Added Publish Scripts to BudgetLink Pro Edition. '''Refresh''' * Increased the performance of refresh when comments are not used. '''Miscellaneous''' * Increased size of buttons on all dialogues. * Enhanced BudgetLink to have help button and do not display when detecting deleted accounts, categories and jobs. == Related Topics == * [[BudgetLink version archive]] 37ee906d204398dfaa44398a5864cee64642503a 2783 2752 2016-03-03T04:59:42Z Nic 2 wikitext text/x-wiki BudgetLink v2016.2.2.165 was released on 15/02/2016. == Enhancements == '''Get Data''' * Increased the performance of the Sales data for MYOB Classic. * Increased the performance of the Sales order data for MYOB Classic. * Enhanced get data to not fail if compacting data file interface fails. * Enhanced the performance of the get data to not use transactions when transferring. '''Licensing''' * Added Publish Scripts to BudgetLink Pro Edition. '''Refresh''' * Increased the performance of refresh when comments are not used. '''Miscellaneous''' * Increased size of buttons on all dialogues. * Enhanced BudgetLink to have help button and do not display when detecting deleted accounts, categories and jobs. == Related Topics == * [[BudgetLink version archive]] 9feec6266d0899f3adc9fcfd5d7c58f1c7beb798 0 70 2753 2612 2016-02-15T23:57:57Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] * [[If unreadable contents in startup.xlsm]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] f0494d54b8ac0c3037acb7404f5fccf0e49e1e19 2761 2753 2016-02-16T01:02:23Z Jeff 1 /* BudgetLink opens but doesn't start */ wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink.]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] * [[If unreadable contents in startup.xlsm]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] bb7bac93f8df6fe0bf2d06c91f63d0d4b5da6097 2764 2761 2016-02-16T01:03:34Z Jeff 1 /* BudgetLink opens but doesn't start */ wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink.]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 10b693c0b8ea4a842fe40ef464758c5ffb9f3133 2765 2764 2016-02-16T01:20:40Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] cc152ca2b5752858528676b4e98132628a7c2021 0 674 2754 2016-02-16T00:20:42Z Jeff 1 Created page with "== Overview == If you ever get UNREADABLE CONTENT in Startup.xlsm, it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:..." wikitext text/x-wiki == Overview == If you ever get UNREADABLE CONTENT in Startup.xlsm, it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.JPG|300px|thumb|right|]] [[File:VBA installation2.JPG|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. df373a5a98ee300991f1526faa2147b94ab7af2e 2755 2754 2016-02-16T00:24:51Z Jeff 1 wikitext text/x-wiki == Overview == If you ever get UNREADABLE CONTENT in Startup.xlsm, it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.JPG|300px|thumb|right|]] [[File:VBA installation2.JPG|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 34c679fceb07a460444bb41e476eec067e131c9e 2757 2755 2016-02-16T00:26:41Z Jeff 1 /* How to install VBA */ wikitext text/x-wiki == Overview == If you ever get UNREADABLE CONTENT in Startup.xlsm, it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 2aab94fd8bd21c9fc1af17ae0317fd8e6d340f68 2759 2757 2016-02-16T00:27:31Z Jeff 1 wikitext text/x-wiki == Overview == If you ever get UNREADABLE CONTENT in Startup.xlsm, it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] d29eec8613a2b0e7aa2fe60b392ae44043e1f96c 2760 2759 2016-02-16T00:28:26Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you ever get '''UNREADABLE CONTENT in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 9df639c68ca89daf8a005187bc0ada024f7edb42 6 675 2756 2016-02-16T00:25:54Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 676 2758 2016-02-16T00:26:55Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 677 2762 2016-02-16T01:02:39Z Jeff 1 Created page with "== Overview == If you ever get '''UNREADABLE CONTENT in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [..." wikitext text/x-wiki == Overview == If you ever get '''UNREADABLE CONTENT in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 9df639c68ca89daf8a005187bc0ada024f7edb42 2763 2762 2016-02-16T01:03:10Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you ever get '''Unreadable Content in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] aabaab5548dd7ff480b6b4c7c1c30828e48b1049 0 678 2766 2016-02-16T01:21:00Z Jeff 1 Created page with "== Overview == If you ever get '''Unreadable Content in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [..." wikitext text/x-wiki == Overview == If you ever get '''Unreadable Content in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to install VBA == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] #Start '''Excel''' # Go to '''File \ Options''' # Select '''customize ribbon''' # Tick the '''Developer ribbon''' # Click '''ok''' to close the options dialogue # Select the '''Developer tab''' # Confirm that the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, they haven’t got it installed. And need to repair/reinstall/modify office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] aabaab5548dd7ff480b6b4c7c1c30828e48b1049 2767 2766 2016-02-18T02:13:56Z Nic 2 wikitext text/x-wiki == Overview == If you ever get '''Unreadable Content in Startup.xlsm''', it most likely is due to have Visual Basic for Application not installed. == How to confirm if Microsoft Visual Basic for Application is installed == [[File:VBA installation.png|300px|thumb|right|]] [[File:VBA installation2.png|300px|thumb|right|]] To confirm if Microsoft Visual Basic for Application is installed, follow these steps. #Start '''Excel''' # Go to '''File \ Options''' # Select '''Customize Ribbon''' # Tick the '''Developer ribbon''' # Click '''OK''' to close the options dialogue # Select the '''Developer tab''' # Confirm if the Microsoft Visual Basic and Macros buttons are both greyed out. If the Visual Basic button is greyed out, Microsoft Visual Basic for application is not installed. You will need to repair/reinstall/modify Microsoft Office to include it as per the images shown. <br clear=all /> == Related Topics == * [[Troubleshooting]] *[[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] abfcea09aa1c9e38ed105206a704c5764235e93c 0 271 2768 2636 2016-02-22T22:53:57Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] b9d9811cfcc2ca3349e343809eb7a7a745f46f58 2772 2768 2016-03-01T07:56:05Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on Network / Server]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 7da3a3a649e031ebdb3a323a7e84368958f7f431 2773 2772 2016-03-01T07:56:44Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 0e5e8a819d0160f10d163fde0e92eae3322c2ed8 0 679 2769 2016-02-22T22:54:58Z Jeff 1 Created page with "== Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructi..." wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Share BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the item you want to share, click '''Share with''', and then click '''Specific people'''. # In the '''File Sharing''' wizard, do one of the following: * If your computer is on a domain, click the arrow next to the text box, and then click '''Find people'''. In the '''Select Users or Groups''' dialog box, type a name in the box, click '''Check Names''', and then click '''OK'''. * If your computer is part of a workgroup, click the arrow next to the text box, click a name from the list, and then click '''Add'''. === How to give Permissions to the folder=== Under the '''Permission Level''' column, select one of the following options: # '''Read'''. Recipients can open—but not modify or delete—the file. # '''Read/Write'''. Recipients can open, modify, or delete the file. # When you're finished adding people, click '''Share'''. If you're prompted for an administrator password or confirmation, type the password or provide confirmation. # After you receive confirmation that your item is shared, you can let people you've shared with know how to access it. Do one of the following: * If you have an e mail program installed, click '''e mail''' to send someone a link to your shared files. * Click '''copy''' to automatically copy the displayed link to the WindowsClipboard. Then you can paste it into an e mail, instant message, or other program. When you're finished, click '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] a32b8b8db26f9967628dbc35498ce2c4b10746c7 2770 2769 2016-02-22T22:56:23Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the item you want to share, click '''Share with''', and then click '''Specific people'''. # In the '''File Sharing''' wizard, do one of the following: * If your computer is on a domain, click the arrow next to the text box, and then click '''Find people'''. In the '''Select Users or Groups''' dialog box, type a name in the box, click '''Check Names''', and then click '''OK'''. * If your computer is part of a workgroup, click the arrow next to the text box, click a name from the list, and then click '''Add'''. === How to give Permissions to the folder=== Under the '''Permission Level''' column, select one of the following options: # '''Read'''. Recipients can open—but not modify or delete—the file. # '''Read/Write'''. Recipients can open, modify, or delete the file. # When you're finished adding people, click '''Share'''. If you're prompted for an administrator password or confirmation, type the password or provide confirmation. # After you receive confirmation that your item is shared, you can let people you've shared with know how to access it. Do one of the following: * If you have an e mail program installed, click '''e mail''' to send someone a link to your shared files. * Click '''copy''' to automatically copy the displayed link to the WindowsClipboard. Then you can paste it into an e mail, instant message, or other program. When you're finished, click '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 01bb73d022ed7fdea763b379dae3763dc2b44026 0 118 2771 2394 2016-02-23T02:05:53Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 05b0f68802fde99f4f4943020023ea86f1bbba52 0 190 2774 2425 2016-03-02T00:59:53Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] [[File:FinaliseUpgradeProcessOfBudgetLinkDialogue.png|300px|thumb|right|Finalise Upgrade Process Of BudgetLink dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 4b9f9f7b2db24c49014540da3aa7b7c31d550a93 2775 2774 2016-03-02T01:00:27Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == BudgetLink's upgrade process has been tailored to allow you to continue using your old installation of BudgetLink in parallel to the new version. This is to ensure a smooth transition to the latest version. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 519c87a0802515b9f22fc31c557691da14f55e76 0 531 2776 1982 2016-03-02T02:19:34Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. Because Dropbox synchronises the databases rather than updating them like on a Server, only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === <br clear=all> == Related Topics == [[How to Share BudgetLink on Network]] 24ebfa1bfdd25dafc0b616b8b4a5fbed5388c57f 0 598 2777 2483 2016-03-02T02:21:55Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its [[Serial Number]]. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 220f241307f7ef41bec0ea33c8f340403e6722d2 2778 2777 2016-03-02T02:23:56Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its [[Serial Number| BudgetLink Serial Number]]. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7fdad1b0490d410d5069b5be4cd549f7d41b1a90 2779 2778 2016-03-02T02:24:21Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its [[BudgetLink Serial Number |Serial Number ]]. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3f06b4b750d1aae50ddf0422f0bea6ad4840f566 2780 2779 2016-03-02T02:26:20Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its [[BudgetLink Serial Number|Serial Number ]]. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 60197e6397d597bf9e0e013da89f70898c42c722 0 680 2784 2016-03-03T05:01:01Z Nic 2 Created page with "BudgetLink v2016.3.1.167 was released on 03/03/2016. == Enhancements == '''MYOB AccountRight Live''' * Added code to prompt/warn when browsing to an old MYOX file. * Added ..." wikitext text/x-wiki BudgetLink v2016.3.1.167 was released on 03/03/2016. == Enhancements == '''MYOB AccountRight Live''' * Added code to prompt/warn when browsing to an old MYOX file. * Added code to warn when older MYOX data files are found while getting data. '''Get Data''' * Added timing for all BudgetLink quick get data functions. * Enhanced Get Data Process to check for data warehouse issues and log the errors in the get data log and be more descriptive. '''Data Warehouses''' * Added ability to enable/disable data warehouses. * Added ability to browse for data warehouses. '''Excel''' * Support for Excel 2016 has been added officially. '''Licensing''' * Added version number to licensing dialogue. '''Miscellaneous''' * Remove the code relating to the GeneralLedger and GeneralLedgerDetail reports * Remove the code relating to the accruals payroll categories data. == Related Topics == * [[BudgetLink version archive]] 91ed3fd59019c3b032f9d7c02ddbca44b09e531b 0 679 2785 2770 2016-03-03T22:57:58Z Jeff 1 /* Sharing BudgetLink on Network */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Share with''', and then click '''Specific people'''. # In the '''File Sharing''' wizard, do one of the following: * If your computer is on a domain, click the arrow next to the text box, and then click '''Find people'''. In the '''Select Users or Groups''' dialog box, type a name in the box, click '''Check Names''', and then click '''OK'''. * If your computer is part of a workgroup, click the arrow next to the text box, click a name from the list, and then click '''Add'''. === How to give Permissions to the folder=== Under the '''Permission Level''' column, select one of the following options: # '''Read'''. Recipients can open—but not modify or delete—the file. # '''Read/Write'''. Recipients can open, modify, or delete the file. # When you're finished adding people, click '''Share'''. If you're prompted for an administrator password or confirmation, type the password or provide confirmation. # After you receive confirmation that your item is shared, you can let people you've shared with know how to access it. Do one of the following: * If you have an e mail program installed, click '''e mail''' to send someone a link to your shared files. * Click '''copy''' to automatically copy the displayed link to the WindowsClipboard. Then you can paste it into an e mail, instant message, or other program. When you're finished, click '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 6e8c1d40fec2e6bce9a77f0f503b4aefc16fa131 2833 2785 2016-05-03T04:01:17Z Jeff 1 /* Sharing BudgetLink on Network */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Permissions''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for SYSTEM'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 8e80ef90187033ea5acb47c08557e67e274d37fa 0 496 2786 2605 2016-03-16T23:43:32Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\System\''' folder; # Locate the '''BudgetLink Data.mdb'''; # Move the '''BudgetLink Data.mdb''' file '''\BudgetLink\System\Backup\Databases\Restored''' folder. Rename with a date time stampe if a file with the same name already exists; # Browse to the '''\BudgetLink\System\Backup\Databases\'''; # Locate a back up of '''BudgetLink Data.mdb''' file with a date time stamp when BudgetLink was working; # Copy the '''BudgetLink Data.mdb''' file and paste into the '''\BudgetLink\System\''' Folder; # Rename the file to remove the Date Time Stamp from the beginning of the file name; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] d0753bf357eb1315bf81e3725f4542d4239494e5 0 1 2787 2781 2016-03-28T22:02:44Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.3.3.169]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ c5a72557a0fb2c52cb4a2bed30bbd14e89f7f541 2791 2787 2016-03-30T23:34:15Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.3.4.170]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 641bc36d821d9e0e49df6042f0c74f49d3d99f96 2810 2791 2016-04-14T02:09:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.4.1.171]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9f02d5093206d9bcf5fa362f80cf1361dbf9a01a 0 204 2788 2782 2016-03-28T22:03:00Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.3.3.169]] released on 29/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c9d65e2d94885cf6fa9814f113828bfb2d7e2a96 2790 2788 2016-03-28T22:04:19Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 cf895172c6985caccfad57b8d8a2b0eb6d7a45f3 2792 2790 2016-03-30T23:34:42Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 2fc4c44d53eacab0e0708bdc2bea601a1b9c3f40 2811 2792 2016-04-14T02:09:21Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8d35ac73e9275c403043ad47d485f7d26c6cefe5 0 681 2789 2016-03-28T22:04:07Z Nic 2 Created page with "BudgetLink v2016.3.3.169 was released on 24/03/2016. == Enhancements == '''MYOB AccountRight Live''' * Confirmed software is compatible with MYOB 2016.1. * Enhanced get dat..." wikitext text/x-wiki BudgetLink v2016.3.3.169 was released on 24/03/2016. == Enhancements == '''MYOB AccountRight Live''' * Confirmed software is compatible with MYOB 2016.1. * Enhanced get data for MYOB Live to assign values for year end adjustments to the correct month. '''Licensing''' * Fixed licensing issue with the Consolidated Company not activating correctly. == Related Topics == * [[BudgetLink version archive]] 5ab97f1bfef3f2a2ac6c08fd0d4df2cd231b264a 0 682 2793 2016-03-30T23:35:18Z Nic 2 Created page with "BudgetLink v2016.3.4.170 was released on 31/03/2016. == Enhancements == '''Opening Balances''' * Fix issue when calculating and loading opening balances into memory. == Re..." wikitext text/x-wiki BudgetLink v2016.3.4.170 was released on 31/03/2016. == Enhancements == '''Opening Balances''' * Fix issue when calculating and loading opening balances into memory. == Related Topics == * [[BudgetLink version archive]] 0abe3b34996f6f049238d38b0de27dceed047fa3 0 575 2794 2374 2016-04-07T03:25:33Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you are using versions 2015.3.1.132 or above you can ignore the warning and still continue using the solution or upgrade to latest version to overcome the warning. If you are using 2015.2.4.131 you must upgrade to the latest version. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 09ec48c3b3b217cf6b85cf4209c1fdeb883b807f 2795 2794 2016-04-07T03:26:21Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you are using versions '''2015.3.1.132 or above''' you can ignore the warning and still continue using the solution or upgrade to latest version to overcome the warning. If you are using '''2015.2.4.131 or below''' you must upgrade to the latest version. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 08fdb6548086c1b9c379ca2fbb67580a23f028ac 2796 2795 2016-04-07T03:26:45Z Jeff 1 wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you are using versions '''2015.3.1.132 or above''' you can ignore the warning and still continue using the solution or upgrade to latest version to overcome the warning. If you are using '''2015.2.4.131 or below''' you must upgrade to the latest version. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] e3f1ce55070f6f241e5e133290cca7e7524e9c6a 2797 2796 2016-04-07T03:37:47Z Jeff 1 Reverted edits by [[Special:Contributions/Jeff|Jeff]] ([[User talk:Jeff|talk]]) to last revision by [[User:Nic|Nic]] wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you upgrade to the latest version of BudgetLink. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] b1a89e0b3592717653f24cb612396dd2e74837b5 2798 2797 2016-04-07T03:38:02Z Jeff 1 Undo revision 2374 by [[Special:Contributions/Nic|Nic]] ([[User talk:Nic|talk]]) wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. We recommend you continue using BudgetLink if no unusual problems arise. If, however, you notice some strange behaviours or missing data, we recommend you upgrade to the latest version of BudgetLink which, no doubt, is now compatible with the latest version of MYOB AccountRight Live. To begin the upgrade process, simply go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 7c69813ba764d06ade2852be17c3abb876151ab3 0 542 2799 2471 2016-04-07T03:40:09Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] e7080a90df2375b130ab496ceb8c4587bab8c6ff 2807 2799 2016-04-07T04:18:05Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. === MYOB AccountRight Live API for PC installations === For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === MYOB AccountRight Live API for Server installations === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] === MYOB AccountRight Live API for multiple installations === For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] c9c87fc1d4c68e790f1ec62d710ae2b1870c2a24 0 684 2800 2016-04-07T03:45:10Z Jeff 1 Created page with "Users on BudgetLink v2015.2 or older will get this error message when connecting to MYOB 2016.1 You need to upgrade your BudgetLink solution to overcome this issue. [http://..." wikitext text/x-wiki Users on BudgetLink v2015.2 or older will get this error message when connecting to MYOB 2016.1 You need to upgrade your BudgetLink solution to overcome this issue. [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here] to upgrade to the latest version of BudgetLink. 112f210ad37d744cb8bb12776e3e6f0f70313eb2 2801 2800 2016-04-07T03:49:39Z Jeff 1 wikitext text/x-wiki [[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users on BudgetLink v2015.2 or older will get this error message when connecting to MYOB 2016.1 You need to upgrade your BudgetLink solution to overcome this issue. [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here] to upgrade to the latest version of BudgetLink. b706d7ca9eb6694e0b54124aea54e3574a4ee188 2803 2801 2016-04-07T03:52:33Z Jeff 1 wikitext text/x-wiki [[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users on BudgetLink '''v2015.2 or older''' will get this error message when connecting to MYOB 2016.1 You need to upgrade your BudgetLink solution to overcome this issue. '''[http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here]''' to upgrade to the latest version of BudgetLink. ee2225822fd7de2943d52f2afe5051a4499ad8b0 6 685 2802 2016-04-07T03:51:46Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 686 2804 2016-04-07T03:54:31Z Jeff 1 Created page with "[[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users of BudgetLink v2016.2 or older will get this warning message. You can ignore the ..." wikitext text/x-wiki [[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users of BudgetLink v2016.2 or older will get this warning message. You can ignore the message and continue using the solution. Or can upgrade your BudgetLink solution to overcome this issue. '''[http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here]''' to upgrade to the latest version of BudgetLink. 2a4d2681c3457f3f14754878a87d33a503af2254 2805 2804 2016-04-07T03:55:50Z Jeff 1 wikitext text/x-wiki [[File:BudgetLinkCompatibilitywarningv2016.png|300px|thumb|right|BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] Users of BudgetLink '''v2016.2 or older''' will get this warning message. You can ignore the message and continue using the solution. Or can upgrade your BudgetLink solution to overcome this issue. '''[http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here]''' to upgrade to the latest version of BudgetLink. 1106782bb30993cb647d257e1f387a1bdd527e2e 2809 2805 2016-04-07T04:22:01Z Jeff 1 wikitext text/x-wiki [[File:BudgetLinkCompatibilitywarningv2016.png|300px|thumb|right|BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] Users of BudgetLink '''v2015.3.1.132''' or above will get this warning message. You can ignore the message and continue using the solution. Or can upgrade your BudgetLink solution to overcome this issue. '''[http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here]''' to upgrade to the latest version of BudgetLink. 20c3389d6f32ca8ecda1a03009e157d3d5bd64eb 6 687 2806 2016-04-07T03:56:04Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 688 2808 2016-04-07T04:18:19Z Jeff 1 Created page with " [[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users on BudgetLink '''v2015.2 or older''' will get this error message when connecting ..." wikitext text/x-wiki [[File:DataFileConnectionError2016.png|300px|thumb|right|Data File Connection Error]] Users on BudgetLink '''v2015.2 or older''' will get this error message when connecting to MYOB 2016.1 You need to upgrade your BudgetLink solution to overcome this issue. '''[http://accountingaddons.com.au/budgetlink/upgrade/download/ Click here]''' to upgrade to the latest version of BudgetLink. ee2225822fd7de2943d52f2afe5051a4499ad8b0 0 689 2812 2016-04-14T02:11:51Z Nic 2 Created page with "BudgetLink v2016.4.1.171 was released on 14/04/2016. == Enhancements == '''Account Hierarchies''' * Enhanced account hierarchies to prompt before recalculating. * Enhanced ..." wikitext text/x-wiki BudgetLink v2016.4.1.171 was released on 14/04/2016. == Enhancements == '''Account Hierarchies''' * Enhanced account hierarchies to prompt before recalculating. * Enhanced account hierarchies to not recalculate when editing hierarchy via mapping screen. '''Acclivity''' * Added multiple Acclivity ODBC drivers to list of known drivers. '''Opening Balance''' * Enhanced Opening balance calculation for MYOB Live and Classic to calcuate retained earnings for future years. * Removed GETDATA_RetainedEarnings algorithm for BudgetLink since values are now calculated at the data file interface level. == Related Topics == * [[BudgetLink version archive]] 06ed3d4c483c051df6f9635e3ce6dc9e9d011e08 0 76 2813 2470 2016-04-14T03:04:18Z Nic 2 wikitext text/x-wiki == Overview == A trusted location allows Excel to recognise files as being '''Safe'''. Adding a trusted location in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a trusted location will prevent BudgetLink compile error. When you first start the software, BudgetLink will prompt to add a trusted location automatically. Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]]; * [[ Adding a Trusted Location in Microsoft Excel 2010 or 2013]]; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] e1ce531c2978bcaeb1b59a90c64e550f15e53cd2 2814 2813 2016-04-14T03:08:11Z Nic 2 wikitext text/x-wiki == Overview == A trusted location allows Excel to recognise files as being '''Safe'''. Adding a trusted location in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a trusted location will prevent BudgetLink compile error. == Adding a trusted location automatically when first starting BudgetLink == The first time you start the BudgetLink, you will prompt to add a trusted location automatically. We strongly recommend you choose to do so. == Adding a trusted location manually == Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]]; * [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]]; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] d400fba3d80916bd7437a11bc3e2660d389ef140 0 690 2815 2016-04-14T03:10:25Z Nic 2 Redirected page to [[Adding a Trusted Location in Microsoft Excel]] wikitext text/x-wiki #REDIRECT [[Adding a Trusted Location in Microsoft Excel]] 5e194be6b4d671c22c184cd62c478cd801a28b06 0 400 2816 1828 2016-04-19T23:28:02Z Nic 2 Nic moved page [[How to enable the Accruals (Categories) version]] to [[How to enable or disable the Accruals (Categories) version]] without leaving a redirect wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable and use this version == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Accruals Version (Categories)'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 3b49bfd75a1a885bf94a990d1311d74f2cd840b8 2822 2816 2016-04-19T23:32:08Z Nic 2 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable and use this version == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] c81ecc0ec933043cf13e244369fc7e626c882e61 2823 2822 2016-04-19T23:32:18Z Nic 2 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable and use this version == How to enable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 02011a7d6fb46adf55b642340ac9d06b65f6942f 2824 2823 2016-04-19T23:34:57Z Nic 2 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] e7a84c2e93757b539e85c79e7d6ed6561af1afe5 0 271 2817 2773 2016-04-19T23:28:16Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 8236d5db51c6bd1c7bccd084d028f5e9924a04d0 0 399 2818 1587 2016-04-19T23:28:28Z Nic 2 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. To enable this version, see [[How to enable or disable the Accruals (Categories) version]]. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == We have plans of developing an '''Accruals (Jobs)''' version which will increase the performance of producing reports by jobs. Currently, to produce reports on a Jobs basis, use the '''Actuals''' [[Versions|version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] cd89e13bd98e832ae152227329be05e58900338f 6 401 2819 1582 2016-04-19T23:29:54Z Nic 2 Nic uploaded a new version of &quot;[[File:VersionOptions.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 617 2820 2423 2016-04-19T23:31:18Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] b1699cb2bcd09ccf494ab89d7a6453550714c8a6 2825 2820 2016-04-19T23:35:15Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''MYOB Budget''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 80ab95bc8beef686ed2a2d2c7690ab89ae8ab391 0 618 2821 2422 2016-04-19T23:31:30Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 7b943123b30e5b5a563fa13aa50cee85786d6670 2826 2821 2016-04-19T23:35:27Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''MYOB Job Budget''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] a4e33ac066038c4e25b25504507e5da85d21b766 0 691 2827 2016-04-22T00:56:59Z Nic 2 Redirected page to [[Opening reports in BudgetLink is slow on my machine]] wikitext text/x-wiki #REDIRECT [[Opening reports in BudgetLink is slow on my machine]] 5bcde4c4892017f7d17292d7798a51cac31ac8b0 2828 2827 2016-04-22T00:58:05Z Nic 2 Redirected page to [[Opening reports is slow on my machine]] wikitext text/x-wiki #REDIRECT [[Opening reports is slow on my machine]] 907b7a608ad5d4a48b4c2aa03f12ff0a173a857a 0 692 2829 2016-04-22T01:10:40Z Nic 2 Created page with "== Overview == On some machines, opening reports can be slow. This may be related to hard disk issues or network issues. Note that very large files can be slow to open and is..." wikitext text/x-wiki == Overview == On some machines, opening reports can be slow. This may be related to hard disk issues or network issues. Note that very large files can be slow to open and is not unusual. However, if you find that opening reports is very slow, we recommend you first check to see where BudgetLink is installed and check the following: * is the machine running out of disk space; * is BudgetLink installed in a network location that is in the cloud and 'offsite'; * is the network generally slow, or only BudgetLink files; * is your Anti-Virus up to date; * is your Anti-virus using a lot of CPU cycles while the file is being opened. This may help identify where the slowness is happening. == Related Links == * [[Troubleshooting Report Problems]] 6e6a1499572898f236c7382f1eb37e790168316b 2831 2829 2016-04-22T01:15:25Z Nic 2 wikitext text/x-wiki == Overview == On some machines, opening reports can be slow. This may be related to hard disk issues or network issues. Note that very large files can be slow to open and is not unusual. However, if you find that opening reports is very slow, we recommend you first check to see where BudgetLink is installed and check the following: * is the machine running out of disk space; * is BudgetLink installed in a network location that is in the cloud and 'offsite'; * is the network generally slow, or only BudgetLink files; * is your Anti-Virus up to date; * is your Anti-virus using a lot of CPU cycles while the file is being opened. This may help identify where the slowness is happening. == Related Links == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] d4b4f2b3a89008aed167ec95b81b8105b89c4d0a 0 216 2830 2275 2016-04-22T01:12:31Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Display Issues == If you experience display issues when using reports, consult the following guides. * [[Rows and columns are not displaying correctly in Excel]] == Balance Sheet Issues == * [[Balance sheet values are incorrect due to future dated transactions]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Opening reports is slow on my machine]] * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 42339a33a5652b70f97722458c282d47a8e94462 0 88 2832 2629 2016-04-26T02:55:25Z Jeff 1 /* How to move BudgetLink to a new machine or folder */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] db727274a0860555c30e8b09591704d9d32d9435 0 679 2834 2833 2016-05-03T04:03:34Z Jeff 1 /* Sharing BudgetLink on Network */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for SYSTEM'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 205e080ee0872570a4f967e731b5a57b30c14fcb 2835 2834 2016-05-03T04:04:54Z Jeff 1 /* Sharing BudgetLink on Network */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 588edb45bf62c74786ec4e81267cb8c76cf787f1 0 1 2836 2810 2016-05-06T00:07:27Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.5.1.172]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 62648438b4215e33bc7ecaea9d4b79a16c586c56 2854 2836 2016-05-15T23:23:37Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.5.2.173]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 406d4e342d5d67fdd3aa0d1a886666c62b7eea1e 0 204 2837 2811 2016-05-06T00:08:02Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6347856cd73e3cc3e22ff96276ec876b851eb4ff 2855 2837 2016-05-15T23:23:49Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ff8dc5d0175127a92d087e598afc54f877e87177 0 693 2838 2016-05-06T00:09:30Z Nic 2 Created page with "BudgetLink v2016.5.1.172 was released on 03/05/2016. == Enhancements == '''Data Files''' * Fixed disabling data files and tagging two data files as master data file. '''Dr..." wikitext text/x-wiki BudgetLink v2016.5.1.172 was released on 03/05/2016. == Enhancements == '''Data Files''' * Fixed disabling data files and tagging two data files as master data file. '''Drilldown''' * Enhanced drilldown to show account full name. '''Startup''' * Startup will always force window to be maximized on startup. '''Miscellaneous''' * Added help button to dialog prompting to add a trusted location. * Added new function to return the AccountFullName from an account. == Related Topics == * [[BudgetLink version archive]] e9cf6fbd429fa23dc0ab127283dbef68fa6cd7d0 0 94 2839 2744 2016-05-06T01:19:25Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured.]]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d8ebf2bec1d52ff047a5340c000cf50f534a16ef 2840 2839 2016-05-06T01:19:43Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured.]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 83fef6400e0e8a2718b3724a9115995bf24a8be3 2844 2840 2016-05-08T23:26:42Z Jeff 1 /* Data Warehouses Related Issues */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0e768d080a6f0a3670b5001c29b38d19909fdfd3 0 694 2841 2016-05-06T01:21:28Z Jeff 1 Created page with "You are receiving this message because your installation of <product name> is incorrectly configured. We recommend you [contact|http://accountingaddons.com.au/contact-us/] Ac..." wikitext text/x-wiki You are receiving this message because your installation of <product name> is incorrectly configured. We recommend you [contact|http://accountingaddons.com.au/contact-us/] Accounting Addons and request a support session. b74f42573fea87f5df6acec8b0211b7eb3bb6468 2842 2841 2016-05-06T01:23:56Z Jeff 1 wikitext text/x-wiki You are receiving this message because your installation of <product name> is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/support/personal/ Accounting Addons] to request a support session. c478f2fd879e8999111147e78e84c09787ac624d 2843 2842 2016-05-06T01:24:11Z Jeff 1 wikitext text/x-wiki You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/support/personal/ Accounting Addons] to request a support session. e7c2b3b86ee5a74a46641bfffdeeaccad699bdcf 0 695 2845 2016-05-08T23:26:51Z Jeff 1 Created page with "You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/support/personal/ A..." wikitext text/x-wiki You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/support/personal/ Accounting Addons] to request a support session. e7c2b3b86ee5a74a46641bfffdeeaccad699bdcf 2853 2845 2016-05-09T00:17:38Z Jeff 1 wikitext text/x-wiki You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] to request a support session. 88f63a088278c6af420b7b9ce1e130d527ac6a0a 0 696 2846 2016-05-08T23:55:40Z Nic 2 Redirected page to [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] wikitext text/x-wiki #REDIRECT [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] a70dacad3fe2f2c019c6fea00c74b96687399c8b 0 697 2847 2016-05-08T23:55:57Z Nic 2 Created page with "== Overview == Users of Excel 2013 and 2016 have found that disabling '''Excel Graphics Hardware Acceleration''' can resolve display issues, improve stability and improve per..." wikitext text/x-wiki == Overview == Users of Excel 2013 and 2016 have found that disabling '''Excel Graphics Hardware Acceleration''' can resolve display issues, improve stability and improve performance. If you are experiencing any odd behaviours in Excel, we strongly recommend you try disabling it and see if it resolves issues. === Note === * If you are using Excel 2007 or 2010, you do not need to worry about disabling graphics hardware acceleration as those versions of Excel didn't use the Graphic Processing Unit (GPU) for displaying information. == Related Topics == [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] f6429b45a632796b0ee1b0521e0c6a7414e6cadc 0 565 2848 2536 2016-05-08T23:57:58Z Nic 2 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] == Performance Issues == If you experience performance issues when using workbooks, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening workbooks is slow on my machine]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] ea70b87838390d8bedb7fb4f07cb1310f21aaedf 2850 2848 2016-05-08T23:59:52Z Nic 2 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] == Performance Issues == If you experience performance issues when using workbooks, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] d5200d31e6b498814d44d6b690675906fb51b6ac 2851 2850 2016-05-09T00:00:44Z Nic 2 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 32c12a9798642b7ab16f035d5a1d00c2f3017e66 0 699 2852 2016-05-09T00:14:39Z Nic 2 Redirected page to [[Too many data warehouses configured]] wikitext text/x-wiki #REDIRECT [[Too many data warehouses configured]] a9e90b6ecc5e71e32272d87c774837455c009137 0 700 2856 2016-05-15T23:24:46Z Nic 2 Created page with "BudgetLink v2016.5.2.173 was released on 13/05/2016. The main focus of this release was budget entry improvements. == Enhancements == '''Budget Entry''' * Enhanced Budget En..." wikitext text/x-wiki BudgetLink v2016.5.2.173 was released on 13/05/2016. The main focus of this release was budget entry improvements. == Enhancements == '''Budget Entry''' * Enhanced Budget Entry to work for header accounts. * Enhanced Budget Entry to work for account hierarchies. * Enhanced Budget Entry to work better for header jobs and cost centres. * Enhanced Budget Import to work for account hierarchies. * Enhanced Budget Entry to allow subtotals. * Enhanced Budget Entry to have additional hidden columns for reporting purposes. == Related Topics == * [[BudgetLink version archive]] e6c5a7e278f131d6c6d6122877f4bc2edabc00ce 0 701 2857 2016-05-20T03:20:49Z Nic 2 Redirected page to [[Running BudgetLink from a network location]] wikitext text/x-wiki #REDIRECT [[Running BudgetLink from a network location]] 3a96e59bdb5ce5969e0f9e3669cde8314fa4e6e6 2861 2857 2016-05-20T03:22:42Z Nic 2 Redirected page to [[Cannot run BudgetLink from a network location]] wikitext text/x-wiki #REDIRECT [[Cannot run BudgetLink from a network location]] 6bbf657bdf61d198f8e49505671efce51577a824 0 702 2858 2016-05-20T03:21:09Z Nic 2 Created page with "[[Running BudgetLink on a Terminal Server]]" wikitext text/x-wiki [[Running BudgetLink on a Terminal Server]] 9aa5f12cf1b099d088501659092ddfc7525c9067 2860 2858 2016-05-20T03:21:50Z Nic 2 Redirected page to [[Running BudgetLink on a Terminal Server]] wikitext text/x-wiki #REDIRECT [[Running BudgetLink on a Terminal Server]] da3015507bab62ff0641bcbdc3166794bdea4999 2862 2860 2016-05-20T03:22:51Z Nic 2 Redirected page to [[Cannot run BudgetLink on a Terminal Server]] wikitext text/x-wiki #REDIRECT [[Cannot run BudgetLink on a Terminal Server]] 0b26a52d4a2259678e017e6fcb83d3c8aa32d820 0 703 2859 2016-05-20T03:21:40Z Nic 2 Redirected page to [[Sharing BudgetLink via dropbpox]] wikitext text/x-wiki #REDIRECT [[Sharing BudgetLink via dropbpox]] 2b58664b9d3ad1b596bd19082da2936bdd8be10d 2863 2859 2016-05-20T03:24:25Z Nic 2 Redirected page to [[Cannot run BudgetLink from Dropbox folder]] wikitext text/x-wiki #REDIRECT [[Cannot run BudgetLink from Dropbox folder]] b66692136182de8cb49d397b98a65e614511734e 0 704 2864 2016-05-20T03:33:33Z Nic 2 Created page with "== Overview == '''BudgetLink Free Edition''' is not licensed to run from a network location or folder. You have the following options: * Upgrade to '''BudgetLink Standard Ed..." wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' is not licensed to run from a network location or folder. You have the following options: * Upgrade to '''BudgetLink Standard Edition or higher''' or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to your local machine]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 269da5c43bbfece394fdf2d674eb129b3b76ba50 2865 2864 2016-05-20T03:34:05Z Nic 2 wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' is not licensed to run from a network location or folder. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Standard Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to your local machine]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 8448fc6fc6e18c7cb203716e95750b9fb82f542f 0 70 2866 2765 2016-05-20T03:35:36Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == If BudgetLink starts but complains about being installed on a network location, read the following guide. * [[Cannot run BudgetLink from a network location]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 9ab5a87c5128db1f7c676f8e30b0117f7418b811 2868 2866 2016-05-20T03:40:20Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == BudgetLink opens but doesn't start == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 24c3d5cd4b7174f96c848bd8781bd24235e727c6 0 705 2867 2016-05-20T03:37:51Z Nic 2 Created page with "== Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from a network location or folder. You have the following options:..." wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from a network location or folder. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Pro Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to your local machine]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 2f1ed9018c91e98f5c377d4f2660e185a3a7f48c 0 706 2869 2016-05-20T03:41:24Z Nic 2 Created page with "== Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from within a Dropbox folder. You have the following options: * [h..." wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from within a Dropbox folder. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Pro Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to another folder]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] d1a82f4b151cace42ac00986e27aba66f084b8e5 0 707 2870 2016-05-23T06:25:32Z Nic 2 Redirected page to [[Version Control]] wikitext text/x-wiki #REDIRECT [[Version Control]] 39e8a8e67fe9891dc2bd7fce575634e4b88f1506 0 52 2871 2731 2016-05-23T06:26:11Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] * [[Enabling and disabling Versions]] Version Control is only available in '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Related Topics == None. 93e7dd79a94c37ebf730e1ece478f89a75b39a5a 2872 2871 2016-05-23T06:26:31Z Nic 2 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. It is only available in '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] * [[Enabling and disabling Versions]] == Related Topics == None. ad9233211512a738911163a93fc961f802124792 0 117 2873 2358 2016-05-26T00:53:53Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live on a Server or Local Machine, please ensure that the following tasks has been done. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Connecting BudgetLink to MYOB AccountRight Live == To connect ODBClink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[ Data File on Local Machine ]] * [[ Data File on Server ]] * [[ Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 27f7f39b854d12a411aa609f03c0dcaa4614f744 2874 2873 2016-05-26T00:54:41Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server or Local Machine''', please ensure that the following tasks has been done. Perform a [Manually testing a connection to MYOB AccountRight Live |manual testing] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. == Connecting BudgetLink to MYOB AccountRight Live == To connect ODBClink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[ Data File on Local Machine ]] * [[ Data File on Server ]] * [[ Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 57a17b5c3e6b933814fc377638765086df150019 2875 2874 2016-05-26T00:55:49Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server or Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. == Connecting BudgetLink to MYOB AccountRight Live == To connect ODBClink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[ Data File on Local Machine ]] * [[ Data File on Server ]] * [[ Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] e12140ed075cb4e4e99c23a47e0d68ce9e70097b 0 708 2876 2016-05-26T00:56:23Z Jeff 1 Created page with "[[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|D..." wikitext text/x-wiki [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how ODBClink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting ODBClink to MYOB AccountRight Live]] * [[Changing how ODBClink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 0f213835f1daf4ac8a500b60a03a326c1b81200d 2877 2876 2016-05-26T00:56:54Z Jeff 1 wikitext text/x-wiki [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how ODBClink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 00059ae31c7b4426346c9d4573137d787c8078b8 2879 2877 2016-05-26T01:03:02Z Jeff 1 wikitext text/x-wiki [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] a1627c78952970e8a2a08ac3256401eb1288a7fa 6 709 2878 2016-05-26T01:02:13Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 710 2880 2016-05-26T01:03:54Z Jeff 1 Created page with "[[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changi..." wikitext text/x-wiki [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] bb5776b55d7b13a554c011a8520ed9d2ed93b523 6 711 2881 2016-05-26T01:04:08Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 712 2882 2016-05-26T01:05:12Z Jeff 1 Created page with "[[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|..." wikitext text/x-wiki [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 029c0b69090dba078f13720ea056582e0011334e 6 713 2883 2016-05-26T01:05:27Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 714 2884 2016-05-26T01:05:50Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 117 2885 2875 2016-05-26T01:23:00Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server or Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[ Data File on Local Machine ]] * [[ Data File on Server ]] * [[ Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 3bf524f42181daeefdd7a8f747e00ba61e9601ab 2889 2885 2016-05-26T01:53:23Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[ Data File on Local Machine ]] * [[ Data File on Server ]] * [[ Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 99eaf57eeea5de7e7b32d8dd0c3976d552b8b754 0 708 2886 2879 2016-05-26T01:51:04Z Jeff 1 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] a9367250c6b336b7d34f7e260f5153a979b89a4a 0 710 2887 2880 2016-05-26T01:51:50Z Jeff 1 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 547038502f8b1ef4b7d0a781013784f5a6d43f19 0 712 2888 2882 2016-05-26T01:52:57Z Jeff 1 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 412b9c64bc7a01cc48a263d102da34021685ab7c 0 408 2890 1617 2016-05-27T02:43:35Z Jeff 1 wikitext text/x-wiki == Overview == Upon creating multiple data file connections, BudgetLink will automatically attempt to consolidate them. If you don't want BudgetLink to consolidate data files then follow the steps below # From the BudgetLink Menu click '''30. Settings'''; # Click '''Options and Administration'''; # Click '''Set User Options'''; # Click the '''Company''' option on the left-hand side; # Tick the '''Disable Consolidated Company''' option. <br clear=all /> 8734252c2bba9cd4fe2f101e82fa7e13160a28ab 0 271 2891 2817 2016-05-27T04:19:10Z Jeff 1 /* Accounts */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] d11e58af4b32ada7af3e76d3efadbf96b2a776ff 0 715 2892 2016-05-27T04:30:39Z Jeff 1 Created page with "== Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the capacity to add Subtotals. Follow these steps to add sub totals for repo..." wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the capacity to add Subtotals. Follow these steps to add sub totals for reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be ''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How-To Guides]] 1849804f6cc4411b4bc157964cfd21619b644499 2893 2892 2016-05-27T04:30:54Z Jeff 1 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the capacity to add Subtotals. Follow these steps to add sub totals for reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How-To Guides]] 3ec38e6ea984ae9c10e5866f392edbf006a8aa3b 2895 2893 2016-05-27T04:38:46Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How-To Guides]] c6a21aab3442ad8c6ac9387c9d62148660c4844e 2896 2895 2016-05-27T04:39:17Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How-To Guides | http://accountingaddons.com.au/wiki/budgetlink/index.php?title=How_To_Guides]] 07f3494bfce26d3b181e2463c26ff7f6a86ea951 2897 2896 2016-05-27T04:39:52Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=How_To_Guides | How-To Guides ]] f334eec46a20b6799ec5d5d4345cbc6d1bd33f34 2898 2897 2016-05-27T06:04:25Z Nic 2 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How-To Guides]] c6a21aab3442ad8c6ac9387c9d62148660c4844e 2899 2898 2016-05-27T06:04:36Z Nic 2 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] 6228452ba8df37e8a58d091aa83831dd8588c779 2900 2899 2016-05-29T23:45:40Z Jeff 1 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] * [[ http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Customising_Reports | How to Customise Reports]] 4e8502ae917046362f48877503053ee8d447a216 2901 2900 2016-05-29T23:46:01Z Jeff 1 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] * [[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Customising_Reports|How to Customise Reports]] 1fc6bee816b33b97e4abbcafaaca082938e5b8eb 2902 2901 2016-05-29T23:46:13Z Jeff 1 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] * [[http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Customising_Reports| How to Customise Reports]] 823fbd0639f3c90e53520e303923db332daec560 2903 2902 2016-05-29T23:46:43Z Jeff 1 wikitext text/x-wiki == Overview == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] 99728473e133eddd14004a625748623298136dcf 2905 2903 2016-05-29T23:50:16Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals. Follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] c43ec9c0ad59791136feec29edcb42ac1ea820a0 2906 2905 2016-05-30T00:01:37Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals. Follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|Add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] ae8b691d1d514265c09e781a713fdf0c14cbfcd8 2909 2906 2016-05-30T00:03:11Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals. Follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|How to add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] 4eb750610882b38d3e5c35ac3977def904f686d2 2910 2909 2016-05-30T01:31:11Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals for some reports. To add the subtotals follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|How to add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] 32d9a57712c9dd671da5531fe170954723ab2fed 2911 2910 2016-05-30T01:33:24Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals for some reports. To add the subtotals follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|How to add Subtotals]] [http://accountingaddons.com.au/wiki/budgetlink/index.php?title=File:BeforeAddingSubtotals.png|Click here] to view the report before Adding Subtotals. BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] 891bd343bf983ee3074e4e7a63c3a69f4472fe2c 2912 2911 2016-05-30T01:33:39Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals for some reports. To add the subtotals follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|How to add Subtotals]] [http://accountingaddons.com.au/wiki/budgetlink/index.php?title=File:BeforeAddingSubtotals.png| Click here] to view the report before Adding Subtotals. BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] aaba8dc8876d2ae7b3957e5c8108dad5dc852e85 2913 2912 2016-05-30T01:35:12Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink will allow you to add subtotals for some reports. To add the subtotals follow the below procedure. == Procedure == [[File:How to add Subtotals.png|300px|thumb|right|How to add Subtotals]] BudgetLink has the option to add Subtotals. Follow these steps to add sub totals in reports. # From the report, click on the '''Customise''' button; # In the dialogue there should be '''Subtotals: Yes/No '''; # Select on '''Subtotals'''; # Tick '''Include subtotals on reports.'''; # Click '''Ok'''; [[File:BeforeAddingSubtotals.png|300px|thumb|right|Before Adding Subtotals]] [[File:AfterAddingSubtotals.png|300px|thumb|right|After Adding Subtotals]] <br clear=all /> == Related Topics == * [[How To Guides]] * [[Customising Reports]] 32d9a57712c9dd671da5531fe170954723ab2fed 6 716 2894 2016-05-27T04:31:08Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 37 2904 2621 2016-05-29T23:47:20Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections, displayed as tabs at the top of the dialogue. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select [[Customise Report Filters| Filters]] on the left and change values on the Right # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] 1f84c253baddf3b34bc5d203eea1a61e3f0f9f96 6 717 2907 2016-05-30T00:01:54Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 718 2908 2016-05-30T00:02:35Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 229 2914 2715 2016-05-30T01:40:13Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. ==Procedure== * [[How to install a custom report received as drop box download link]] * [[How to install a custom report received as an email attachment]] <br clear=all /> == Related Topics == * [[Customising Reports]] da2e7bfa88357b272973a5146cf093228adeb096 2919 2914 2016-05-30T02:15:41Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. ==Procedure== Choose the link below based on the the delivery meaathod. * [[How to install a custom report received as drop box download link | Received link via Drop Box]] * [[How to install a custom report received as an email attachment | Received link via Email attachment]] <br clear=all /> == Related Topics == * [[Customising Reports]] f3b6c776062f1f463a7ed6259014d846958673f1 2920 2919 2016-05-30T02:15:52Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. ==Procedure== Choose the link below based on the the delivery method. * [[How to install a custom report received as drop box download link | Received link via Drop Box]] * [[How to install a custom report received as an email attachment | Received link via Email attachment]] <br clear=all /> == Related Topics == * [[Customising Reports]] d7728942d872d7151d13fa13b0d0277f2148caf8 2921 2920 2016-05-31T01:37:00Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's [[BudgetLink System Folder|system folder]]. Custom reports are typically sent either as a drop box download link or as an email attachment. ==Procedure== Choose the link below based on the the delivery method. * [[How to install a custom report received as drop box download link | Received a Drop Box link ]] * [[How to install a custom report received as an email attachment | Received as an attachment in Email ]] <br clear=all /> == Related Topics == * [[Customising Reports]] 340b42de3bb243e56bfb56b1974758a67724d802 0 719 2915 2016-05-30T01:43:53Z Jeff 1 Created page with "==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are lo..." wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. # Start BudgetLink; # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 0d8508cfb9fddb44354be407011324bc2589d6b4 2916 2915 2016-05-30T01:44:09Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. Start BudgetLink; # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 749749c152bee73c83d06f225c7fc7498c2dcebb 2917 2916 2016-05-30T01:44:25Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. Start BudgetLink. # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 915d0454ab08afde1192a4da8e2d8641ba7ba7dd 0 720 2918 2016-05-30T01:54:05Z Jeff 1 Created page with "==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are lo..." wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as an attachment in an email. ==Procedure== To install a custom report received as an email attachment, follow these steps. Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 6c26174d024a3cf36f7d54ee9b3db31a9c70934d 0 1 2922 2854 2016-05-31T05:54:58Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.5.3.174]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9787ca5918341fcd9449f852300b93b141f5551a 0 204 2923 2855 2016-05-31T05:55:17Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 3afa657f52156fdee01d1062acf831f090a53865 0 721 2924 2016-05-31T05:57:27Z Nic 2 Created page with "BudgetLink v2016.5.3.174 was released on 31/05/2016. The main focus of this release allowing multiple selections on most filters. == Enhancements == '''Filters''' * Enhanced..." wikitext text/x-wiki BudgetLink v2016.5.3.174 was released on 31/05/2016. The main focus of this release allowing multiple selections on most filters. == Enhancements == '''Filters''' * Enhanced filters to allow (None) and (All) and multiple selection on all filter types. * Removed (Local Currency) and (Reporting Currency) alias to reduce memory footprint at all times. '''Licensing''' * Removed trial editions and streamlined the code. * Remove AutoTrialDefault option and instead used AutoTrialLength and rank to drive the trial. * Fixed out of balance issue with XERO caused by CREDIT CARD Accounts. * Enhanced licensing to control which edition can run on a network location. * Enhanced licensing to control which edition can run on a terminal server. * Enhanced licensing to control which edition can run from within a dropbox folder. * Fixed issue with Licensing to ensure the keys are actioned in created order. * Enhanced licensing for version control to allow removing editions but blocking specific functionality. '''Miscellaneous''' * Enhanced forms to always be centered on the excel application. * Enhanced 13th Period YTD to clear correctly when clearing budgets. * Enhanced file handling to ensure AddonsLink Lists is read-only and considered a system file. == Related Topics == * [[BudgetLink version archive]] d7bacbb11a3ff19e3a6b80b05117100d0ba4ac6f 0 565 2925 2851 2016-06-03T02:50:14Z Jeff 1 /* Display Issues */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[ Hyper Links issue ]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 51bce82a7f31f1855d9d852fae244f0203e7f58a 2926 2925 2016-06-03T02:50:53Z Jeff 1 /* Display Issues */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[ Hyperlinks issue ]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 0d27fb28a1019dc836f070dde37903cecdefe0e7 0 722 2927 2016-06-03T02:58:51Z Jeff 1 Created page with "==Overview== BudgetLink uses hyperlinks in the Menu. The message "Your organisation's policies are preventing us from completing this action for you" appears if hyperlinks a..." wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. The message "Your organisation's policies are preventing us from completing this action for you" appears if hyperlinks are disabled. Perform a test by [[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f | creating hyperlink]] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [[https://support.microsoft.com/en-us/kb/310049 | Click here]]. f4d32f1e972ab3a7c1ab06dd78b8f931df869a8a 2928 2927 2016-06-03T02:59:29Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. The message "Your organisation's policies are preventing us from completing this action for you" appears if hyperlinks are disabled. Perform a test by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [[https://support.microsoft.com/en-us/kb/310049 | Click here]]. 80b2e2591f148b4a2d9aac494a68bb6c062c6815 2929 2928 2016-06-03T02:59:44Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. The message "Your organisation's policies are preventing us from completing this action for you" appears if hyperlinks are disabled. Perform a test by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [https://support.microsoft.com/en-us/kb/310049 Click here]. a544a2ae4ee887deeecfb79bd8cc2ab2b4699c22 2930 2929 2016-06-03T03:00:13Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. The message '''"Your organisation's policies are preventing us from completing this action for you"''' appears if hyperlinks are disabled. '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [https://support.microsoft.com/en-us/kb/310049 Click here]. 1ef3f7f6dd93d5570fddc003acf6f96fd7289d03 2931 2930 2016-06-03T03:01:20Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears hyperlinks are disabled. '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [https://support.microsoft.com/en-us/kb/310049 Click here]. 580d028984882b0d4c7910467d09c844e16906b8 2932 2931 2016-06-03T03:01:42Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, hyperlinks are disabled. '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about this issue [https://support.microsoft.com/en-us/kb/310049 Click here]. 5f3810e28c724c03b9d2bee2872c7b4266da620e 2933 2932 2016-06-03T03:02:02Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, hyperlinks are disabled. '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about the issue [https://support.microsoft.com/en-us/kb/310049 Click here]. 27791bfc1ecf6f4e3412c80e447db546487c5ea2 2934 2933 2016-06-03T03:03:08Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, then hyperlinks maybe disabled. '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about the issue [https://support.microsoft.com/en-us/kb/310049 Click here]. d230e56797aee11d166ab2377d97c7e45cc3bd49 0 722 2935 2934 2016-06-03T03:05:59Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, then hyperlinks may be disabled. To check try creating a hyperlink manually. Here are the steps to '''Perform a test''' by [https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink] and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about the issue [https://support.microsoft.com/en-us/kb/310049 Click here]. 998041dd01022827c93fe4112c1b4f748d77d781 2936 2935 2016-06-03T03:06:41Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, then hyperlinks may be disabled. To check try creating a hyperlink manually. Here are the steps to '''Perform a test''' by '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]''' and check if you are able to click on this. If not, you will need to contact your IT department about this. For more information about the issue '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. 62bc2e79eceb1c6a2063aee83b7fc6e8101aa43c 2937 2936 2016-06-04T00:04:38Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If the message '''"Your organisation's policies are preventing us from completing this action for you"''' appears, then hyperlinks may be disabled. To check try creating a hyperlink manually and test by clicking it. Here are the steps to do create a hyperlink '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If hyperlinks are disabled or not working, then follow this article to enable them again '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person 01cb831ead3601dab78244e03caaf0002f4b5a36 2938 2937 2016-06-04T00:06:53Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. To check hyperlinks, try creating a one manually and clicking it. To create a hyperlink follow the steps in this article'''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If hyperlinks are disabled or not working, then follow this article to enable them again '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. c448f11274352995f1a09ea0eab03e222fa37d85 2939 2938 2016-06-04T00:07:56Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. To check hyperlinks, try creating a one manually and clicking it. To create a hyperlink follow his article '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If hyperlinks are not working, then follow this article to enable them again '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. 105502e587dd951dc0c5f3aa98dfbfc937049a3e 2940 2939 2016-06-04T00:08:35Z Jeff 1 wikitext text/x-wiki ==Overview== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. To check hyperlinks, create a one manually and click it. To create a hyperlink follow his article '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If hyperlinks are not working, then follow this article to enable them again '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. 300edcd8ccb11f9a0765e2cb28d3e2b7275f6246 2941 2940 2016-06-04T00:09:24Z Jeff 1 wikitext text/x-wiki ==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. ==Solution== To check hyperlinks, create a one manually and click it. To create a hyperlink follow his article '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If hyperlinks are not working, then follow this article to enable them again '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. 1668bbb63471a34a9341fc4c65db34252a8ae8e3 2942 2941 2016-06-04T00:10:40Z Jeff 1 /* Solution */ wikitext text/x-wiki ==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. ==Solution== To check hyperlinks, create a one manually and click it. If working a page should launch. To create a hyperlink follow his article '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. If not working, then follow this article to enable hyperlinks '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. 529ef9561ea8d67ace0b446e44e06e20e6f22aae 2943 2942 2016-06-04T00:13:01Z Jeff 1 /* Solution */ wikitext text/x-wiki ==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. ==Solution== To check hyperlinks, create a one manually and click it. If not working, the message above will appear again. To create a hyperlink follow his article '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlink]'''. To enable hyperlinks follow this article '''[https://support.microsoft.com/en-us/kb/310049 Click here]'''. Its a bit technical so you might require assistance from you IT person. 93e103ff906b913a4bc81c1eff77237218fe8c8d 2944 2943 2016-06-04T00:13:58Z Jeff 1 wikitext text/x-wiki ==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. ==Solution== To check hyperlinks, create a one manually and click it. If not working, the message above will appear again. To create a hyperlink follow '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlinks]'''. To enable hyperlinks follow '''[https://support.microsoft.com/en-us/kb/310049 enable hyperlinks]'''. Its a bit technical so you might require assistance from you IT person. f12549f94aaa623f0bd4db8651cae23811f6fad3 2945 2944 2016-06-04T00:15:01Z Jeff 1 /* Solution */ wikitext text/x-wiki ==Situation== BudgetLink uses hyperlinks in the Menu. If this message appears '''"Your organisation's policies are preventing us from completing this action for you"''', then hyperlinks may be disabled. ==Solution== To check hyperlinks, create one and click it. If not working, the message above will appear again. To create a hyperlink follow '''[https://support.office.com/en-us/article/Create-select-edit-or-delete-a-hyperlink-472fce40-c5f0-427e-90d4-12c0366bc06f creating hyperlinks]'''. To enable hyperlinks follow '''[https://support.microsoft.com/en-us/kb/310049 enable hyperlinks]'''. Its a bit technical so you might require assistance from you IT person. fc7357cc5cf86617f24f3b95d14d089d2b99d814 0 567 2946 2119 2016-06-06T00:27:46Z Jeff 1 Redirected page to [[Moving BudgetLink to a new machine or folder]] wikitext text/x-wiki #REDIRECT [[Moving BudgetLink to a new machine or folder]] fe4e7af5d42a810bf38a88c7830091e8b672ba01 0 1 2947 2922 2016-06-06T00:53:18Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.5.4.175]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 0c0f84446ef8616da2c5480bcb16393b379f920c 0 204 2948 2923 2016-06-06T00:53:35Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d34f38c7a19685ed156e686c61f6fd06c42d2396 0 723 2949 2016-06-06T00:54:46Z Nic 2 Created page with "BudgetLink v2016.5.4.175 was released on 31/05/2016. A fix was applied for selecting budgets. == Enhancements == '''Filters''' * Fix bug when selecting budgets not applying ..." wikitext text/x-wiki BudgetLink v2016.5.4.175 was released on 31/05/2016. A fix was applied for selecting budgets. == Enhancements == '''Filters''' * Fix bug when selecting budgets not applying the change correctly. == Related Topics == * [[BudgetLink version archive]] 9e2f5ba266ff1db12822c6832aa92fc5c81278b5 0 464 2950 1985 2016-06-06T00:57:23Z Jeff 1 Redirected page to [[Moving BudgetLink to a new machine or folder]] wikitext text/x-wiki #REDIRECT [[Moving BudgetLink to a new machine or folder]] fe4e7af5d42a810bf38a88c7830091e8b672ba01 0 724 2951 2016-06-08T03:05:25Z Jeff 1 Created page with "== Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below ..." wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] 1ce6aa5879018e707f3cc8477fa72e51a7d8f052 2953 2951 2016-06-09T03:12:12Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[How to choose the data files for which to get data | Manage Data Files]] af54b3a414ef0054112b35dd1c2b66daa0d7f56b 2954 2953 2016-06-09T03:15:12Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === From BudgetLink. Go to reports . Then Click on Customise You will see that below window. From this window click on Company from the drop down you will see all your data files you will need to consolidate. If you see that there are any data files missing , Manage your Data file. And then Run Get Data process. And repeat from step 1 to step 5 Now from the drop down select "Consolidated" d20b35fe0ce5f6d967f0df5a67a947f3d9c54738 2955 2954 2016-06-09T23:28:49Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; a2ea815540189c2a9c4fd7693026ba9906c85782 2956 2955 2016-06-09T23:31:25Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Customise Monthly Profit and Loss.png|300px|thumb|right|Customise Monthly Profit and Loss]] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 90504214425e22f3914efc157effcfdf73283242 2958 2956 2016-06-09T23:33:01Z Jeff 1 /* Consolidate the data files */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Customise Monthly Profit and Loss.png|300px|thumb|right|Consolidate Data Files] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 23c0be177543e9b9722fa668f6a1958c6b50bea6 2959 2958 2016-06-09T23:34:53Z Jeff 1 /* Consolidate the data files */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Customise Monthly Profit and Loss.png|300px|thumb|right| Consolidate Data Files] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 8c9edd1d190b0e6b1a0b0632d2a3b1b505fdecc2 2960 2959 2016-06-09T23:35:06Z Jeff 1 /* Consolidate the data files */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Customise Monthly Profit and Loss.png|300px|thumb|right| Consolidate Data Files] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 577ea00742a796ffcfce8cb26a9ef1cdff2e08e8 2961 2960 2016-06-09T23:35:30Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Consolidate Data Files.png|300px|thumb|right| Consolidate Data Files] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 2a3ec88deb3a2fcfa20eedb330a36edd7a538b37 2962 2961 2016-06-09T23:35:49Z Jeff 1 /* Consolidate the data files */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 98cb49f1cf06345ba006162b61a5cd08fd170403 2963 2962 2016-06-09T23:36:07Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Consolidate Data Files.png|300px|thumb|right| Consolidate Data Files]] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; d5477d37954e74cd029b8161f3bf8ad12bcdad96 2964 2963 2016-06-09T23:37:27Z Jeff 1 /* Consolidate the data files */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 686594199b8f734f655a4c5f58543992d54fa3e4 2965 2964 2016-06-09T23:37:51Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; 42f0d6d41e1aeec549776c50aafe9b8bb99ae4aa 2966 2965 2016-06-09T23:38:22Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that’s data files as a [[Assigning Master Datafile | Master data file]] while setting up the data file. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. d93e3b645b49976c180ba06e89750b681837a5dc 2967 2966 2016-06-09T23:39:06Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that’s data files as a [[Assigning Master Datafile | Master data file]] while setting up the data file. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. 2067f32fbaee104445e783d7e47ac90380e773e0 2968 2967 2016-06-09T23:40:29Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that’s data files as a [[Assigning Master Datafile | Master data file]] while setting up the data file. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. 54aeb5f45c935faf27a734c96baef081ad3e925b 2970 2968 2016-06-09T23:42:36Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while setting up the data file. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. 9a6072da79b12c3f38612ebd760a5b73d66547fb 2971 2970 2016-06-09T23:43:17Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. f747ea02c96484fd6cea49213f777bfc698fbdc8 2972 2971 2016-06-09T23:44:43Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. ==Related Topics== [[Changing how BudgetLink connects to your data file]] [[How to choose the data files for which to get data]] fbb59a469367d41e15b0834f27419081e255c5d3 2973 2972 2016-06-09T23:45:18Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> </br> ==Related Topics== [[Changing how BudgetLink connects to your data file]] [[How to choose the data files for which to get data]] 5090d9a5ee7d76df77c789ca24e7f3c3e55459f6 2974 2973 2016-06-09T23:45:30Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== [[Changing how BudgetLink connects to your data file]] [[How to choose the data files for which to get data]] 03da5876e44acead6b539cc72148a4005bb01e36 2975 2974 2016-06-09T23:45:44Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== [[Changing how BudgetLink connects to your data file]] [[How to choose the data files for which to get data]] b3e22cb15f1c1bec899ea88b67a18f98bdd79912 2976 2975 2016-06-09T23:45:59Z Jeff 1 wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== [[Changing how BudgetLink connects to your data file]] [[How to choose the data files for which to get data]] 4ff6c2d8f48d6809fd6fd86134da5272fe2cb304 2977 2976 2016-06-09T23:46:14Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == If you have a group with multiple companies or data files you can consolidate them together using BudgetLink To get the consolidated report follow the below procedure. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== *[[Changing how BudgetLink connects to your data file]] *[[How to choose the data files for which to get data]] fe480cfe6271d59b56bb9f7dc55d7efe24b78a02 0 719 2952 2917 2016-06-08T04:17:28Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. Start BudgetLink. # From the Menu, click on '''35. Help''', then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and paste the copied folder location; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] e08c561b2f94b75cef4405cd6c147f1740885235 6 725 2957 2016-06-09T23:31:43Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 726 2969 2016-06-09T23:40:40Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 727 2978 2016-06-09T23:51:07Z Jeff 1 Created page with "==Overview== We assign a master data file when we have multiple data file and we want to follow the Accounts Chart of that particular data file. To assign a master data file..." wikitext text/x-wiki ==Overview== We assign a master data file when we have multiple data file and we want to follow the Accounts Chart of that particular data file. To assign a master data file follow the procedure ==Procedure== [[File:MasterDataFiles.png|300px|thumb|right|Master Data Files Dialogue]] During setting up your data file if you see the below window please follow the below process. * Check the box under options to make the particular data file a Master data; * Click Ok; 003b510184b192dbbc25a1d2940ff42eceff9bbd 2979 2978 2016-06-09T23:51:16Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== We assign a master data file when we have multiple data file and we want to follow the Accounts Chart of that particular data file. To assign a master data file follow the procedure ==Procedure== [[File:MasterDataFile.png|300px|thumb|right|Master Data Files Dialogue]] During setting up your data file if you see the below window please follow the below process. * Check the box under options to make the particular data file a Master data; * Click Ok; 5b42ba5fac6f828aef3d19ae7af4b3bdb74de972 6 728 2980 2016-06-09T23:51:43Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 2981 2891 2016-06-10T00:11:48Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] f0a5ba0d7450a47fd28260fdc5d931b52accf3ba 2982 2981 2016-06-10T02:29:34Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[Consolidate Multiple Data Files | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] a50bc2211a2209ec9647024a62bf2f3f631f96ea 0 729 2983 2016-06-10T02:34:09Z Jeff 1 Created page with "==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink fold..." wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #[[How to delete existing data file | Delete ]] all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then [[How to add Data files in BudgetLink| add new data files]] you wish to consolidate. *Then [[Run Get data]] process. ==Related Topics** 9437f3f84cc470f9829ef49c520c45fbf366d3f3 2984 2983 2016-06-10T02:34:24Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #[[How to delete existing data file | Delete ]] all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then [[How to add Data files in BudgetLink| add new data files]] you wish to consolidate. *Then [[Run Get data]] process. ==Related Topics== 58a05f1b68d4ada66792b1c5903295c916cbcc5f 0 729 2985 2984 2016-06-10T02:35:09Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #[[How to delete existing data file | Delete ]] all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then [[Connect BudgetLink to a data file| add new data files]] you wish to consolidate. *Then [[Run Get data]] process. ==Related Topics== e90f5901210999d055e259b287962bfd290699d2 2986 2985 2016-06-10T02:35:44Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #[[How to delete existing data file | Delete ]] all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run [[Get Data]] process. ==Related Topics== 82afde5b9668d4708d1270bff22503688bc8b0b1 2987 2986 2016-06-10T02:35:57Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #[[How to delete existing data file | Delete ]] all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 848613a006590ff6cd660bcc94821ce0c6c9bf99 2991 2987 2016-06-10T02:44:51Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant and want to prepare reports for a different entity. Please follow the below procedure. ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create a second instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; This will delete all information set-up for you previous client including any budget data. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 26560ddfcd5a958629c3456627aa044fdaf84fc4 3002 2991 2016-06-10T05:17:02Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to get deleted After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== a41d0ec48793dfb0a89c2d90b9f6ab3bfc32f440 3003 3002 2016-06-10T05:17:24Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. BudgetLink is series of Excel workbooks in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to get deleted After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== d6f4af7972799849d2c5ed8169d729d8e0c5b70e 3004 3003 2016-06-10T05:17:57Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to get deleted After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 36e53e5f73443491e546e1d4a4db1f50fc57e61b 3005 3004 2016-06-10T05:18:15Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #Copy the existing BudgetLink folder and paste into another folder to create another instance of the solution; #Start the second instance by locating the BudgetLink.exe file in the BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to get deleted After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 33f81f43e440c6db2c13debf5fdb4b047c0a2045 3006 3005 2016-06-10T05:21:18Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many clients / reporting groups and wish to generate BudgetLink reports for each of them separately, this article explains how to set this up. BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #To create a new instance copy an existing BudgetLink folder and paste into another location and rename it; #Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to be deleted also After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 74eeaf9341088ba19cc884e041b13b50d00f155a 3007 3006 2016-06-10T05:22:34Z Jeff 1 wikitext text/x-wiki ==Overview== If you are a consultant or accountant with many clients / reporting entities and wish to use BudgetLink for each of them, then read this article for instructions. BudgetLink is series of Excel workbooks with macros in a folder and its possible to duplicate that folder many times to create multiple BudgetLink instances. Each instance can then be configured to connect to a particular reporting groups data files and configured to meet their specific reporting requirements. To setup separate BudgetLink instances follow the steps below ==Procedure== #To create a new instance copy an existing BudgetLink folder and paste into another location and rename it; #Start the second instance by clicking the BudgetLink.exe file in the new BudgetLink folder; #Upon opening go to Menu > 30.Settings > Data Files; #'''[[How to delete existing data file | Delete ]]''' all the existing data file connections; # If you have setup any account hierarchies or account sets these will need to be deleted also After following these steps you will have basically a blank BudgetLink data file ready to be setup. *Then '''[[Connect BudgetLink to a data file| add new data files]]''' you wish to consolidate. *Then run '''[[Get Data]]''' process. ==Related Topics== 01de92325200b5290d625d683636b838e99492e4 0 730 2988 2016-06-10T02:37:59Z Jeff 1 Created page with "==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== #Start BudgetLink; #Go to 30.Settings / Dat..." wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== #Start BudgetLink; #Go to 30.Settings / Data files; #Click on Manage Data Files.; #Click the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; #If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. a6af9acd9b2c8dc66c9f2cc3df06347a601a52c0 2989 2988 2016-06-10T02:41:45Z Jeff 1 wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== [[File:DataFileSetup.png|300px|thumb|right|Data File Setup dialogue]] #Start BudgetLink; #Go to 30.Settings / Data files; #Click on Manage Data Files.; #Click the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; #If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] [[File:DataFileDeleteWarning.png|300px|thumb|right|Data File Delete Warning]] 0dae168da11a2d73e8c893b027eb92068db89812 2993 2989 2016-06-10T03:18:04Z Jeff 1 wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== [[File:DataFileSetup.png|300px|thumb|right|Data File Setup dialogue]] #Start BudgetLink; #From the Menu Go to 30.Settings>Data files; #Click on Manage Data Files.; #Select the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; #If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. [[File:GetDataSelectDataFilesDialogue.png|300px|thumb|right|Select Data Files]] [[File:DataFileDeleteWarning.png|300px|thumb|right|Data File Delete Warning]] ccf87b3c07d75a0221585b6f06e89242b4f695bd 2994 2993 2016-06-10T03:19:08Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== [[File:DataFileSetup2.png|300px|thumb|right|Data File Setup dialogue]] #Start BudgetLink; #From the Menu Go to 30.Settings>Data files; #Click on Manage Data Files.; #Select the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; #If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. [[File:GetDataSelectDataFilesDialogue2.png|300px|thumb|right|Select Data Files]] [[File:DataFileDeleteWarning.png|300px|thumb|right|Data File Delete Warning]] c8ab2ce2c9c4321b9c9538c208d9e17437307717 2997 2994 2016-06-10T03:21:31Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== [[File:DataFileSetup2.png|300px|thumb|right|Data File Setup dialogue]] #Start BudgetLink; #From the Menu Go to 30.Settings>Data files; #Click on Manage Data Files.; #Select the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; ===Note=== *If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. [[File:GetDataSelectDataFilesDialogue2.png|300px|thumb|right|Select Data Files]] [[File:DataFileDeleteWarning.png|300px|thumb|right|Data File Delete Warning]] 3339ae5b18c02a1d3f8cc694944fccbdbc935863 2998 2997 2016-06-10T03:52:46Z Jeff 1 wikitext text/x-wiki ==Overview== To delete the data files which are already linked to BudgetLink please follow the below procedure. ==Procedure== [[File:DataFileSetup2.png|300px|thumb|right|Data File Setup dialogue]] #Start BudgetLink; #From the Menu Go to 30.Settings>Data files; #Click on Manage Data Files.; #In Manage Data Files form ,Select the data file you want to delete and then click Remove Data File Button.; #Ignore the warning and then click Remove; ===Note=== *If you there are more than 2 data files and you deleted the master data file then the data file on the top of the list will become the master data file by default. [[File:GetDataSelectDataFilesDialogue2.png|300px|thumb|right|Select Data Files]] [[File:DataFileDeleteWarning.png|300px|thumb|right|Data File Delete Warning]] 36312d2dc079d84645ec32420631b8bd152b845a 6 731 2990 2016-06-10T02:43:24Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 2992 2982 2016-06-10T02:56:00Z Jeff 1 /* Multiple Companies */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 26fa20362e6b8bd9540fd90ff98275cdb61827cf 6 732 2995 2016-06-10T03:20:09Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 733 2996 2016-06-10T03:20:34Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 719 2999 2952 2016-06-10T04:36:56Z Jeff 1 wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. Start BudgetLink. # From the Menu, click on '''35. Help''', then choose Links; # Click on the hyperlink next to System Folder; # '''Copy the folder location''' displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and '''paste the copied folder location'''; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 19db697134a39c2c2e086c09b557499aa9af81cd 3000 2999 2016-06-10T04:38:48Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as a DropBox link. ==Procedure== To install a custom report received as drop box download link, follow these steps. [[File:DropBoxDirectDownloadButton.png|300px|thumb|right|DropBox DirectDownload Button]] Start BudgetLink. # From the Menu, click on '''35. Help''', then choose Links; # Click on the hyperlink next to System Folder; # '''Copy the folder location''' displayed in the address bar at the top of the windows explorer window; # Open your email containing the download link # Click on the link to view an image of the template in you web browser # Click Download and then choose Direct download # Choose to save the file and '''paste the copied folder location'''; # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] 21ec6a132b97476059545eaba3c5f93deddf140c 6 734 3001 2016-06-10T04:39:01Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 598 3008 2780 2016-06-10T09:04:28Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] To license BudgetLink you will first need to locate its [[BudgetLink Serial Number|Serial Number]]. Each installation of BudgetLink generates a separate serial number. To do so, follow these steps. == Procedure == If you have just installed the BudgetLink solution you will see a window same as the image to right. Take a screen shot of it and '''email to enquiries@accountingaddons.com.au'''; Or #Start BudgetLink, If you have multiple installations make sure you choose the one you want to register; #Click on '''30.Settings''' from the menu; #Click on '''License'''; #Click on '''View Licensing'''; # Take a screen shot of the pop out window and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While the BudgetLink Free Edition is free to use (not including support and training), we do require users to register it so that we know that you are choosing to use it and also what version you are on. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 053b176d59d1e713b7cb588018eb57820cc492b8 0 602 3009 2272 2016-06-10T09:04:56Z Jeff 1 wikitext text/x-wiki == Information == Each installation of BudgetLink has a separate Serial Number The Serial Number gets generated when the software is installed. When Transferring BudgetLink to another machine the Serial Number will get transferred with it The Serial Number is required to License BudgetLink Here is [[How to find the BudgetLink Serial Number | how to find the BudgetLink Serial Number]] <br clear=all /> == Related Topics == * [[BudgetLink Serial Number]] * [[How to get a License Key]] * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8f74ac45c2637d904553b5338cd98081a16cda78 0 671 3010 2748 2016-06-13T01:58:17Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to copy fromt eh source Values are to the Budget Entry Area. You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button 1591af8626f036fb48d8340ed12aa8a026bcb829 0 601 3011 2274 2016-06-14T00:28:25Z Jeff 1 Redirected page to [[How to locate your BudgetLink Serial Number]] wikitext text/x-wiki #REDIRECT [[How to locate your BudgetLink Serial Number]] 8b19ca732317b97379c2934c2a6ad7a3add1e479 0 724 3012 2977 2016-06-14T01:36:27Z Jeff 1 wikitext text/x-wiki == Overview == If you have a reporting group with multiple companies or data files you can consolidate them together using BudgetLink. To do so follow the steps below. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Please follow the below steps. *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== *[[Changing how BudgetLink connects to your data file]] *[[How to choose the data files for which to get data]] db875960eabc4705ffc18483f48e26ca468e3500 3013 3012 2016-06-14T01:37:35Z Jeff 1 wikitext text/x-wiki == Overview == If you have a reporting group with multiple companies or data files you can consolidate them together using BudgetLink. To do so follow the steps below. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Setup connections to each of the data files you wish to consolidate *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== *[[Changing how BudgetLink connects to your data file]] *[[How to choose the data files for which to get data]] 21916f6187d089d4f875cdc781cdea3235137ccb 0 659 3014 2668 2016-06-14T01:43:30Z Jeff 1 wikitext text/x-wiki == Overview == [[File:DataFileSetup.png|300px|thumb|right|Data File Setup dialogue]] [[File:ManageDataFilesAdd.png|300px|thumb|right|Manage Data Files]] BudgetLink gets financial reporting data from one or more accounting data files. To do so it requires information about each of their locations and passwords which are captured as Data File Connections This form appears in the setup wizard and can also be opened from the BudgetLink Menu: # From the Menu go to '''Settings'>'Data Files'>'Manage Data Files''; If existing data file connections have been setup they will be listed in the left hand side of this form To edit an existing data file connection, select the data file on the left and click '''Edit''' To add a new data file connection click the '''Add''' button To delete an existing data file connection After adding a new data file its connection name will a [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; You can enter this data in the data file connection form A data file connection form is displayed at start up. You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. 020ebd857d6756c15f6105bc1aced96174990964 6 735 3015 2016-06-14T01:43:43Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 446 3016 1679 2016-06-15T02:57:53Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == The Weekly Reports pack contains the following reports: * [[Weekly Profit and Loss Report]] * [[Weekly Balance Sheet Report]] == Related Topics == * [[Reports]] * [[Weekly Reporting]] [[Category:Reports]] a6517b170969ffc2353cb8f9745b8a5669fe5a5e 0 736 3017 2016-06-15T03:20:21Z Jeff 1 Created page with "BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting i..." wikitext text/x-wiki BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can Customise Reports and choose weekly periods from the Period filter 3870a4d1ed6d0d3d66d2e4e83023487c97f8ad3d 3024 3017 2016-06-15T03:53:35Z Jeff 1 wikitext text/x-wiki BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can Customise Reports and choose weekly periods from the Period filter ==Related== [Weekly Reporting]] e5234044908a964da8a9d7451071b31120515c6c 3025 3024 2016-06-15T03:53:45Z Jeff 1 wikitext text/x-wiki BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can Customise Reports and choose weekly periods from the Period filter ==Related== [[Weekly Reporting]] fef512eca67124751f9e82edc5e60613eefec2c8 3026 3025 2016-06-15T03:54:13Z Jeff 1 wikitext text/x-wiki BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can Customise Reports and choose weekly periods from the Period filter ==Related== [[Enable Weekly Reporting]] a7dbc274ca7404bd3b077bba3556da8bc3dcb455 3027 3026 2016-06-15T03:58:17Z Jeff 1 wikitext text/x-wiki BudgetLink can generate weekly reports. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 74e551171fc1e7c6dac9013548805f574e58f57c 3028 3027 2016-06-15T03:59:18Z Jeff 1 wikitext text/x-wiki BudgetLink can generate reports on a weekly basis. Its possible to captures budgets by week and then compare with actuals on a weekly basis Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 07d0c031e118224e528d4be3aca2481095b3ff98 3029 3028 2016-06-15T04:01:05Z Jeff 1 wikitext text/x-wiki BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Upon installing BudgetLink weekly reporting is disabled. Click here to [[Enable Weekly Reporting]]. Once weekly reporting is enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 9c8b89d9c2a2396475a4ee66c2f8dd6113f3753a 0 737 3018 2016-06-15T03:28:41Z Jeff 1 Created page with "Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User ..." wikitext text/x-wiki Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## Weekly periods start in the previous financial year ## Weekly periods start in this financial year 93993363a9f0dbba0c9d24c2c09ee788bf326d14 3019 3018 2016-06-15T03:36:23Z Jeff 1 wikitext text/x-wiki Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close dcd1e0e45e16f1f27da8155d6bb79d1f37468df8 3020 3019 2016-06-15T03:38:22Z Jeff 1 wikitext text/x-wiki Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] 360c3e4c4503477eb54894b0d45b8b6f372bbcd4 3023 3020 2016-06-15T03:53:06Z Jeff 1 wikitext text/x-wiki Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] ==Related== [[Weekly Reporting]] 603cafa41d8f7572e48cc3b4e146bf8db428ff9b 0 738 3021 2016-06-15T03:42:49Z Jeff 1 Created page with "Get Full Get Data is the process of running [[Get Data]] and choosing the option of refreshing data from the data sources as opposed to retrieving data pulled from the last Fu..." wikitext text/x-wiki Get Full Get Data is the process of running [[Get Data]] and choosing the option of refreshing data from the data sources as opposed to retrieving data pulled from the last Full Get Data #Start [[Get Data]] #In the Get Data Options form choose Full Get Data #Click OK and continue the get data process 86e2a1c256ad06440b48fe3569f4ea6b0da87540 3022 3021 2016-06-15T03:45:12Z Jeff 1 wikitext text/x-wiki Get Full Get Data is the process of running [[Get Data]] and choosing the Full Get Data option as opposed to the Quick Get Data option. The Full Get Data option forces BudgetLink to refresh data from each connected data files as opposed to just retrieving data pulled from the last Full Get Data. ==Procedure== #Start [[Get Data]] #In the Get Data Options form choose Full Get Data #Click OK and continue the get data process 6e55271d56e284997df39ff51e1db0fc8e705ea2 0 739 3030 2016-06-15T04:08:07Z Jeff 1 Created page with "BudgetLink can capture Budgets on a Weekly Basis. It can be done manually via the [[Weekly Budget Entry]] form" wikitext text/x-wiki BudgetLink can capture Budgets on a Weekly Basis. It can be done manually via the [[Weekly Budget Entry]] form df0ad1b24f7995baaae1e006a0f544a1486ea756 0 740 3031 2016-06-15T04:10:31Z Jeff 1 Created page with "Weekly Budgets can be captured manually via the [[20.2 Weekly Budget Entry]] This report can be located in the [[BudgetLink Menu]]" wikitext text/x-wiki Weekly Budgets can be captured manually via the [[20.2 Weekly Budget Entry]] This report can be located in the [[BudgetLink Menu]] afc5aad916449858db2e73e42e047ded54167701 3032 3031 2016-06-15T04:10:54Z Jeff 1 wikitext text/x-wiki Weekly Budgets can be captured manually via the [[20.2 Weekly Budget Entry]] 0540382fd4c1be68e93bf7434e8d2535269bd02e 0 741 3033 2016-06-15T04:20:16Z Jeff 1 Created page with "The 20.2 Weekly BudgetLink Entry form located in the [[BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts ..." wikitext text/x-wiki The 20.2 Weekly BudgetLink Entry form located in the [[BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both forms have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc 6648ef01b756e9339a0f0bcf2d8a53d7fd530e2a 3034 3033 2016-06-15T04:20:58Z Jeff 1 wikitext text/x-wiki The 20.2 Weekly BudgetLink Entry form located in the [[BudgetLink Menu|Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both forms have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc bf38f88d592c8f9284aca6de4af1a5730c56b07f 0 741 3035 3034 2016-06-15T04:21:20Z Jeff 1 wikitext text/x-wiki The 20.2 Weekly BudgetLink Entry form located in the [[Menu|BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both forms have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc 2bf0f62762bfa6eea858449c42cb4047b3a5083b 3036 3035 2016-06-15T04:21:57Z Jeff 1 wikitext text/x-wiki The 20.2 Weekly BudgetLink Entry form located in the [[Menu|BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both sheets have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc 1d0f98e51bd91a94f82b1a612569bc1512b77286 3082 3036 2016-06-17T02:31:25Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] The 20.2 Weekly BudgetLink Entry form located in the [[Menu|BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both sheets have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc <br clear=all /> 93abf06d3877ea9e1a32120947b006459b45eada 0 736 3037 3029 2016-06-15T04:23:59Z Jeff 1 wikitext text/x-wiki BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] fa189eb0243064b13b22598649704a423c989d33 3073 3037 2016-06-17T02:27:06Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 4c97698bfa356c8608dab48e5d818cd4df07e88d 3076 3073 2016-06-17T02:28:33Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] </BR> ==Related== [[Enable Weekly Reporting]] 0ed80724d2f153216b99a077617c29cd17c3c238 3077 3076 2016-06-17T02:28:52Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] <br> </br> ==Related== [[Enable Weekly Reporting]] 1f68669e0c6ae046ec49a944f31f1268da12fb65 3078 3077 2016-06-17T02:29:01Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] <br> ==Related== [[Enable Weekly Reporting]] 0857ea876c900c3bf0f3b89cda83e47a65f2e83f 3079 3078 2016-06-17T02:29:53Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] <br clear=all /> ==Related== [[Enable Weekly Reporting]] 31922483cc59b075a666e55df0a9a6ceb92e0af4 3081 3079 2016-06-17T02:30:39Z Jeff 1 wikitext text/x-wiki BudgetLink can generate reports on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 418942b414560439d34daa8dbc545c3a9a0ee2b9 0 742 3038 2016-06-15T04:26:59Z Jeff 1 Created page with "Many [[Reports]] have a [[Period Dimension]] When [[Enable Weekly Periods|Weekly Periods are Enabled]] the [[Period Dimension]] will display weekly periods Upon choosing a w..." wikitext text/x-wiki Many [[Reports]] have a [[Period Dimension]] When [[Enable Weekly Periods|Weekly Periods are Enabled]] the [[Period Dimension]] will display weekly periods Upon choosing a weekly period, in the [[Customise Form]], the report will update to display data summed by the selected weekly period. c641e491cae61a8cf1c14e845dc413fe9a4f2a03 0 743 3039 2016-06-15T04:28:24Z Jeff 1 Created page with "See [[Enable Weekly Reporting]]" wikitext text/x-wiki See [[Enable Weekly Reporting]] e06befc61f4a13606f1b0e7f6680ed2f85fabe89 0 744 3040 2016-06-15T04:31:24Z Jeff 1 Created page with "Many [[Reports]] can be summed by [[Financial Year Dimension|Financial Year]] and Period. A period can be: Full Year 6 Monthl Period Quarter Month Week A Period can be selec..." wikitext text/x-wiki Many [[Reports]] can be summed by [[Financial Year Dimension|Financial Year]] and Period. A period can be: Full Year 6 Monthl Period Quarter Month Week A Period can be selected in a [[Reports]] [[Customise Form]] 72bdcd86d8c362e2bb1e23345046b35cbc8cd8ee 0 724 3041 3013 2016-06-16T00:46:24Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a reporting group with multiple companies or data files you can consolidate them together using BudgetLink. To do so follow the steps below. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Setup connections to each of the data files you wish to consolidate *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart Make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== *[[Changing how BudgetLink connects to your data file]] *[[How to choose the data files for which to get data]] 306c19c69d8c9a2382daa6325a9e0258063126b8 0 565 3042 2926 2016-06-16T02:11:49Z Jeff 1 /* Performance Issues */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[ Hyperlinks issue ]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 59f5249d4ed79841bb818e27b0b43b4e060615d4 0 745 3043 2016-06-16T02:30:32Z Jeff 1 Created page with "==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre..." wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #Start Excel; #Go File \ Options; #Click on Trust Centre; #Click on Trust Centre Settings button; #Go to Macro Settings; #Tick the “Trust access to tbe VBA object model”; #Click ok/Close all dialogue and excel; #Run BudgetLink; Done. 2813dffeea6659eda4252ba2ea311b3c5f3b002b 3045 3043 2016-06-16T02:32:21Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to tbe VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; '''Done'''. 87c8ef9a62b8945ec62f4762c9f1c7b097b010d3 3046 3045 2016-06-16T02:32:34Z Jeff 1 wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to tbe VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; '''Done'''. 2960e18ff149d9646f40041b91504f47267b71af 3047 3046 2016-06-16T02:32:44Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to tbe VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; '''Done'''. 87c8ef9a62b8945ec62f4762c9f1c7b097b010d3 3048 3047 2016-06-16T02:33:16Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to tbe VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; #'''Done'''; 7ed18a1b6671198b1967abbeb39ca5130ea537f7 3049 3048 2016-06-16T02:33:37Z Jeff 1 wikitext text/x-wiki ==Overview== When the Visual Basic for Applications editor opens when you publish the report. Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; #'''Done'''; 67cb921b639141bb7bd8e6801a6beb628c60d472 3050 3049 2016-06-16T02:34:43Z Jeff 1 wikitext text/x-wiki ==Overview== When you are publishing the report if the Visual Basic for Applications editor opens . Follow the below steps to resolve this issue. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; #'''Done'''; f7cce4cda1bd1ca5952b34f0a7b4344b1bf8a0b2 3051 3050 2016-06-16T02:47:59Z Jeff 1 wikitext text/x-wiki ==Overview== When publishing a report, the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; #'''Done'''; 36916de72c4b65f813494c4aa4fae29e6a341099 3052 3051 2016-06-16T02:49:39Z Jeff 1 wikitext text/x-wiki ==Overview== When publishing a report, the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Run BudgetLink; #Publishing should complete sucessfully; b2b4dec7e486b50fb537137f39b379aaf4144fab 3053 3052 2016-06-16T02:50:45Z Jeff 1 wikitext text/x-wiki ==Overview== When publishing a report, the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #Close BudgetLink #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Start BudgetLink; #Try Publishing again. It should succeed this time; ec4bbf277b85c0f077f9306cb0efc95b568fdcc9 3054 3053 2016-06-16T02:51:02Z Jeff 1 wikitext text/x-wiki ==Overview== When publishing a report, the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #[[Close BudgetLink]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Start BudgetLink; #Try Publishing again. It should succeed this time; 6dd97ca2e1ffaffcfbb4da1437f2f825bbd3bba4 3057 3054 2016-06-16T03:10:05Z Jeff 1 wikitext text/x-wiki ==Overview== When publishing a report, the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #[[Close BudgetLink]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Start BudgetLink; #Try [[Publish|Publishing]] again. It should succeed this time; b6d77d4ab624e6f53a39c9d78edf436abe0b10c5 3059 3057 2016-06-16T03:13:12Z Jeff 1 wikitext text/x-wiki ==Overview== When [[Publishing Reports|publishing reports]], the Visual Basic for Applications editor may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #[[Close BudgetLink]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Start BudgetLink; #Try [[Publish|Publishing]] again. It should succeed this time; ad470bc8ec1f91c0b141d158701cc2bf4797017e 3060 3059 2016-06-16T03:13:57Z Jeff 1 wikitext text/x-wiki ==Overview== When [[Publishing Reports|publishing reports]], the [[Visual Basic for Applications Editor|Visual Basic for Applications editor]] may open which will prevent the publish process from completing. To prevent this from happening follow the steps below. ==Procedure== [[File:TrustCentre.png|300px|thumb|right|Trust access to the VBA object model]] #[[Close BudgetLink]] #'''Start''' Excel; #Go '''File \ Options'''; #Click on '''Trust Centre'''; #Click on '''Trust Centre Settings button'''; #Go to '''Macro Settings'''; #Tick the '''Trust access to the VBA object model'''; #Click '''Ok/Close''' all dialogue and excel; #Start BudgetLink; #Try [[Publish|Publishing]] again. It should succeed this time; 745a285c5e3e914a915b99f60cb14674624dccea 6 746 3044 2016-06-16T02:31:03Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 747 3055 2016-06-16T02:56:15Z Jeff 1 Created page with "To close BudgetLink #[[Close a Workbook]] opened by BudgetLink. #BudgetLink will prompt you to [[Backup BudgetLink|backup BudgetLink]]" wikitext text/x-wiki To close BudgetLink #[[Close a Workbook]] opened by BudgetLink. #BudgetLink will prompt you to [[Backup BudgetLink|backup BudgetLink]] f2b635024b9614c4ecb2284e66a254297199ab63 3056 3055 2016-06-16T03:08:21Z Jeff 1 wikitext text/x-wiki To close BudgetLink #[[Close a Workbook]] opened by BudgetLink. #BudgetLink will prompt you to backup BudgetLink. Follow [[Backup BudgetLink|backup instructions]] 213a3963624a765395ffa677e7d2a4d9cb8ae590 0 748 3058 2016-06-16T03:11:37Z Jeff 1 Created page with "To close a Workbook in BudgetLink either: #Click the cross at the top right hand corner of the Excel Workbook or; #From the Excel Ribbon go File > Close" wikitext text/x-wiki To close a Workbook in BudgetLink either: #Click the cross at the top right hand corner of the Excel Workbook or; #From the Excel Ribbon go File > Close 784973ac1dca5738db75f659dc5eaa1449d789ce 0 749 3061 2016-06-16T03:21:22Z Jeff 1 Created page with "Visual Basic Applications Editor is the tool used to create, modify and maintain Visual Basic for Applications (VBA) procedures and modules in BudgetLink. [[File:VisualBasi..." wikitext text/x-wiki Visual Basic Applications Editor is the tool used to create, modify and maintain Visual Basic for Applications (VBA) procedures and modules in BudgetLink. [[File:VisualBasicApplicationsEditor.png|300px|thumb|right|Visual Basic Applications Editor]] 19e8bbc164a76f2010b350968ae774608fce204a 3062 3061 2016-06-16T03:21:38Z Jeff 1 wikitext text/x-wiki [[File:VisualBasicApplicationsEditor.png|300px|thumb|right|Visual Basic Applications Editor]] Visual Basic Applications Editor is the tool used to create, modify and maintain Visual Basic for Applications (VBA) procedures and modules in BudgetLink. c1702a35e4b123a3f16f6a5ded1e50f307fb54c3 3064 3062 2016-06-16T03:23:22Z Jeff 1 wikitext text/x-wiki [[File:VisualBasicApplicationsEditor.png|300px|thumb|right|Visual Basic Applications Editor]] Visual Basic Applications Editor is the tool used to create, modify and maintain Visual Basic for Applications (VBA) procedures and modules in BudgetLink. c5cd4bba981cf4fa22fb3252b399c144821024a5 3065 3064 2016-06-16T03:23:30Z Jeff 1 wikitext text/x-wiki [[File:VisualBasicApplicationsEditor.png|300px|thumb|right|Visual Basic Applications Editor]] Visual Basic Applications Editor is the tool used to create, modify and maintain Visual Basic for Applications (VBA) procedures and modules in BudgetLink. d802e56f74d5686089cfc80ca02b7136c62426e2 6 750 3063 2016-06-16T03:22:56Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 132 3066 2359 2016-06-16T06:14:28Z Jeff 1 /* Specific ODBC Connection Error Messages */ wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == If you received any of the following error messages then click the error link for instructions on how to resolve it [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 23d0e2a044aa5953c1d086e4cdb2d29216615de9 0 530 3067 1954 2016-06-16T06:18:15Z Jeff 1 wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed. Recommended actions are: # Check that the ODBC Driver has been installed. You can do this via from Windows > Control Panel > Programs adn Features # If it is installed then [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB|Test the ODBC Driver]] # If the test fails then try [[Reinstall the MYOB ODBC Driver|reinstalling the MYOB ODBC Driver]]. 8a528e3b7e365d4677cb3fc2ee83405e871232fc 3072 3067 2016-06-16T06:23:01Z Jeff 1 wikitext text/x-wiki This typically indicates that the MYOB ODBC Driver has not been installed. Recommended actions are: # Check that the ODBC Driver has been installed. You can do this via from Windows > Control Panel > Programs adn Features # If it is installed then [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB|Test the ODBC Driver]] # If the test fails then try [[Reinstall the MYOB ODBC Driver|reinstalling the MYOB ODBC Driver]]. ==Related== [[Troubleshooting the MYOB ODBC driver]] fc00d3477a788ea2dd469da3129b2062669f7df0 0 751 3068 2016-06-16T06:19:32Z Jeff 1 Created page with "If you have been advised to Re-Install the MYOB ODBC Driver, refer to MYOB help for instructions In preparation, make sure that you delete and existing DSN's for that Driver b..." wikitext text/x-wiki If you have been advised to Re-Install the MYOB ODBC Driver, refer to MYOB help for instructions In preparation, make sure that you delete and existing DSN's for that Driver before before uninstalling it c49bd38643c0cee71fd33a00788da426071347c2 3069 3068 2016-06-16T06:19:52Z Jeff 1 wikitext text/x-wiki If you have been advised to Re-Install the MYOB ODBC Driver, refer to MYOB help for instructions. In preparation, make sure that you delete and existing DSN's for that Driver before before uninstalling it 53241fe47768e569150fa3cd0323af2c2c3ce8a2 3070 3069 2016-06-16T06:21:57Z Jeff 1 wikitext text/x-wiki If you have been advised to Re-Install the MYOB ODBC Driver, refer to MYOB help for instructions. In preparation, make sure that you delete and existing DSN's for that Driver before before uninstalling it ==Related== [[Troubleshooting the MYOB ODBC Driver]] 99a99b9726b9010f9dd9f1cf1445665abccf9be1 3071 3070 2016-06-16T06:22:26Z Jeff 1 wikitext text/x-wiki If you have been advised to Re-Install the MYOB ODBC Driver, refer to MYOB help for instructions. In preparation, make sure that you delete and existing DSN's for that Driver before before uninstalling it ==Related== [[Troubleshooting the MYOB ODBC driver]] 38bd5c84fb251345c34a7fe52cb04251b18ba8ec 6 752 3074 2016-06-17T02:27:24Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 753 3075 2016-06-17T02:28:07Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 739 3080 3030 2016-06-17T02:30:35Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] BudgetLink can capture Budgets on a Weekly Basis. It can be done manually via the [[Weekly Budget Entry]] form <br clear=all /> 8a2b5d1067b241dc28556aa04bc72579239a7c4d 3083 3080 2016-06-17T02:31:51Z Jeff 1 wikitext text/x-wiki BudgetLink can capture Budgets on a Weekly Basis. It can be done manually via the [[Weekly Budget Entry]] form <br clear=all /> b1d6d804cc510bdb012f028d41269c78a4d8f40a 0 737 3084 3023 2016-06-17T02:36:50Z Jeff 1 wikitext text/x-wiki [[File:DisableWeeklyPeriods.png|300px|thumb|right|Disable Weekly Periods]] Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] ==Related== [[Weekly Reporting]] 712f0e275efdc329ccfbe45e634bf7c6b18828de 6 754 3085 2016-06-17T02:37:00Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 737 3086 3084 2016-06-17T02:37:29Z Jeff 1 wikitext text/x-wiki [[File:DisableWeeklyPeriods.png|300px|thumb|right|Disable Weekly Periods]] Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] <br clear=all /> ==Related== [[Weekly Reporting]] f7b621ae9a3f9d11ee1377526b8fd135a54b4264 3087 3086 2016-06-17T03:05:33Z Jeff 1 wikitext text/x-wiki [[File:DisableWeeklyPeriods.png|300px|thumb|right|Weekly Periods]] Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options and Administration > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] <br clear=all /> ==Related== [[Weekly Reporting]] b58a396de37f68a2e61a7a39c45418fc3a597ce3 0 57 3088 2403 2016-06-17T03:10:02Z Jeff 1 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: Import from a existing [[From a Custom Spread Sheet|Budget Worksheet]] 2: Import from a [[From a Budget Template|BudgetLink Budget Template]] == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] e87df2cdbf6595be48c0e2c513b0c38e49a9b9b5 3089 3088 2016-06-17T03:11:30Z Jeff 1 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: Import from a budget in a [[From a Custom Spread Sheet|Budget Worksheet]] you created 2: Import from a [[From a Budget Template|Budget Template]] created from within BudgetLink == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] fb6a7ca800215212f28db070c1a0426c630eec69 3090 3089 2016-06-17T03:12:08Z Jeff 1 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: Import from a [[From a Custom Spread Sheet|budget worksheet]] you created 2: Import from a [[From a Budget Template|budget template]] created from within BudgetLink == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] ca0dd610937a07a38a944fefbd135f0d2e737a94 0 741 3091 3082 2016-06-17T03:55:28Z Jeff 1 wikitext text/x-wiki [[File:WeeklyPLBUdgetEntry.png|300px|thumb|right|Weekly P&L Budget Entry]] [[File:WeeklyBSBUdgetEntry.png|300px|thumb|right|Weekly BS BUdget Entry]] The 20.2 Weekly BudgetLink Entry form located in the [[Menu|BudgetLink Menu]] can be used to capture budgets on a weekly basis for both profit and loss and balance sheet accounts It has two sheets: *Weekly P&L Budget Entry *Weekly BS Budget Entry Both sheets have: *Accounts down the page *Weeks across the page *And a Customise form for Off the Page filtering by: **Job **Category **Company etc <br clear=all /> ==Related== * [[Weekly Reporting]] a2005aae159c7c2f055fa54004d39d58e4a1a91c 0 755 3092 2016-06-17T04:15:14Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 756 3093 2016-06-17T04:15:39Z Nic 2 Created page with "You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/contact-us/ Account..." wikitext text/x-wiki You are receiving this message because your installation of BudgetLink is incorrectly configured. We recommend you contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] to request a support session. 88f63a088278c6af420b7b9ce1e130d527ac6a0a 0 1 3094 2947 2016-06-17T06:13:55Z Nic 2 wikitext text/x-wiki BudgetLink is an addon software application developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.6.1.176]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a4b8628da930917a469c37c1ab863bd277f66e81 3100 3094 2016-06-19T13:14:14Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.6.1.176]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7d44489421f5a5b0acf499a8e34e72440b40b73b 3101 3100 2016-06-20T04:05:47Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.6.2.177]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 362ee57e8ce8e35f932e2a0f3c857536349a6c68 3129 3101 2016-06-22T07:32:58Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.6.3.178]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ e924829f9a0f0ae7ff72fc936cd505d78b5733dd 0 204 3095 2948 2016-06-17T06:14:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 69a800187d162dc4d7a66a1cdc44b373275cc89a 3102 3095 2016-06-20T04:06:03Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7262e91dd8e68ba3eadab315b7d6baa4b11abe47 3130 3102 2016-06-22T07:33:11Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6da91d1616a3970e5429860c6dd3de9d99a1878e 0 757 3096 2016-06-17T06:17:23Z Nic 2 Created page with "BudgetLink v2016.6.1.176 was released on 17/06/2016. This release focused on improvements to Get Data and Budget entry. == Enhancements == '''Budget Entry''' * Removed 13th ..." wikitext text/x-wiki BudgetLink v2016.6.1.176 was released on 17/06/2016. This release focused on improvements to Get Data and Budget entry. == Enhancements == '''Budget Entry''' * Removed 13th periods for budget entry. * Fixed bug with year selection and detail years used for budget entry. * Enhanced budget entry to allow forecast. * Enhanced budget entry to fix formatting. '''MYOB AccountRight Live''' * Fixed issue with apostrophes in file name for MYOB Live. '''Memory''' * Integrated universal keys concept to reduce memory footprint of BudgetLink. * Removed alias concept from tree structure completely. '''Get Data''' * Increase performance of the Sales Pivot Queries for MYOB Classic. * Merged all data file interfaces TABLES and QUERY databases. * Fixed issue with test data to ensure the temp folder is cleared. '''Licensing''' * Enhanced software to remove any license keys which relate to removed editions. '''Miscellaneous''' * Fixed issue with menu to ensure that autorecover is disabled when opening workbooks. * Enhanced filters to have periods selection labels resize correctly. * Enhanced filters to allow periods selection to select (None). == Related Topics == * [[BudgetLink version archive]] 1219fd19d3a345f79d041a791a39fc099d7792af 0 736 3097 3081 2016-06-17T09:55:29Z Jeff 1 wikitext text/x-wiki BudgetLink can report on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To start, [[Enable Weekly Reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] 0f110132146073725df887f783c88561b6c4d177 3098 3097 2016-06-17T09:57:22Z Jeff 1 wikitext text/x-wiki BudgetLink can report on a weekly basis. Its possible to capture [[Weekly Budgets]] and compare them with actuals Weekly reporting is disabled by default. To begin, [[Enable Weekly Reporting|enable weekly reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] cb1e9e8c22105a1d4d8a6b90ba66539fd39954ab 3099 3098 2016-06-17T09:58:43Z Jeff 1 wikitext text/x-wiki BudgetLink can report on a weekly basis and compare [[Weekly Budgets|weekly budgets]] with actuals. To begin, [[Enable Weekly Reporting|enable weekly reporting]]. Once enabled, you can run [[Weekly Reports]] or run Standard Reports and choose [[Weekly Periods]] in the [[Period Dimension]] ==Related== [[Enable Weekly Reporting]] c17cab6716af13f5a3a6e7f851852c1edad1f835 0 758 3103 2016-06-20T04:09:38Z Nic 2 Created page with "BudgetLink v2016.6.2.177 was released on 20/06/2016. == Enhancements == '''Memory''' * Fixed issue with memory optimisation for the Movement Tree Structure. == Related Top..." wikitext text/x-wiki BudgetLink v2016.6.2.177 was released on 20/06/2016. == Enhancements == '''Memory''' * Fixed issue with memory optimisation for the Movement Tree Structure. == Related Topics == * [[BudgetLink version archive]] 00cd552dc550732c650686965d36c2647af98dbe 0 759 3104 2016-06-20T06:47:31Z Nic 2 Redirected page to [[Editing the layout of reports]] wikitext text/x-wiki #REDIRECT [[Editing the layout of reports]] 6113878db25a651ae011d8c52565cfb56bf6d0cd 0 41 3105 2581 2016-06-20T06:49:26Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the ability to edit the layout of these reports to determine which columns will be included in the report. This is only available in '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Update Report Template]] * [[Customising Reports]] 3359d2d06109ea8df8b14b11f416c809b11958ef 6 683 3106 2634 2016-06-21T00:10:18Z Nic 2 Nic uploaded a new version of &quot;[[File:Customise Dialogue.png]]&quot;: Reverted to version as of 01:28, 20 August 2013 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 37 3107 2904 2016-06-21T00:12:11Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. There are some parameters that display but that are not available in '''BudgetLink Free Edition'''. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select [[Customise Report Filters| Filters]] on the left and change values on the Right # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] 1773d05311e445d065d64f111297765d22a7155e 3108 3107 2016-06-21T00:13:23Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. === Note === Note that there are some options that are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select [[Customise Report Filters| Filters]] on the left and change values on the Right # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] 0896bf5de6923fb359de526d84ba9eafdbafbece 3110 3108 2016-06-21T00:15:31Z Nic 2 wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. === Note === Note that there are some options that are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the Filters on the left and change values on the right; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] 1fcc7e96e7c1fbd261602149360b1a3e5a04f0f4 0 760 3109 2016-06-21T00:14:28Z Nic 2 Redirected page to [[Customising Reports]] wikitext text/x-wiki #REDIRECT [[Customising Reports]] 97552fc0f4f2b4c82efa01d718fc83b552581e48 0 58 3111 276 2016-06-21T00:53:19Z Nic 2 wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] 7aa38a795996078d8620f30f4dc97ef226aa0961 0 761 3112 2016-06-21T00:53:34Z Nic 2 Redirected page to [[Periods]] wikitext text/x-wiki #REDIRECT [[Periods]] 81837ee6dc85b2921e02b9dc4ccd6bee405f1f05 0 762 3113 2016-06-21T01:17:17Z Nic 2 Redirected page to [[Periods]] wikitext text/x-wiki #REDIRECT [[Periods]] 81837ee6dc85b2921e02b9dc4ccd6bee405f1f05 0 166 3114 1364 2016-06-21T01:42:34Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process is the main process that transfers the data from your [[Accounting Software|accounting packages]] into BudgetLink. BudgetLink does not use a live link to your data. Instead, it provides a mechanism to synchronise the data from your accounting packages into different databases and into Excel's memory. Allowing you to run reports in the most efficient way. Each time you require access to the latest data in BudgetLink, you will need to run this Get Data process. To provide the best performance, there are two types of get data available: * Full Get Data * Quick Get Data == Understanding the Full Get Data process == The '''Full Get Data''' process ensures that all the data is retrieved from your accounting software. Whenever you want to see the latest changes made to your MYOB, QuickBooks or Xero data file, you should perform a full get data. == Understanding the Quick Get Data process == The '''Quick Get Data''' process is a cut down version of the full get data process which only retrieves the last queried information into Excel's memory. As such, it will not update any information from your accounting software. You should use the Quick Get Data only when you know the numbers you are looking at have not changed (e.g. viewing the figures in December 2013 when you are already in April 2014 and know the figures have been audited and not changed). Another situation where the Quick Get Data is useful is if you've already performed a Full Get Data in the morning, closed the software and now want to run another report. == How to Get Data from your accounting package == [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Progress Dialogue]] Whenever you start BudgetLink, the get data process will usually display. The get data process can also be accessed from the Menu. To perform a Get Data, follow these steps. # From the Get Data Options dialogue, ensure the '''Full Get Data''' option is selected; # Click on the '''OK''' button and wait for the progress dialogue to complete; # Once complete, click the '''Close''' button and then run your reports. <br clear=all /> == Partial Get Data == The ability to perform partial get data is not available in any edition of BudgetLink. == Archiving during Get Data == '''BudgetLink Ultimate Edition''' has the ability to archive historical data allowing you to retain data which may have been purged out of MYOB. == Related Topics == * [[Logs]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 0b64b789d12ad9deebd44c321dd8cd6e9dfb08ef 0 763 3115 2016-06-21T01:42:53Z Nic 2 Redirected page to [[Get Data]] wikitext text/x-wiki #REDIRECT [[Get Data]] e123a21a7cb759c563132f32e7dce6327f8decc3 0 764 3116 2016-06-21T01:42:55Z Nic 2 Redirected page to [[Get Data]] wikitext text/x-wiki #REDIRECT [[Get Data]] e123a21a7cb759c563132f32e7dce6327f8decc3 0 765 3117 2016-06-21T01:51:16Z Nic 2 Redirected page to [[Periods]] wikitext text/x-wiki #REDIRECT [[Periods]] 81837ee6dc85b2921e02b9dc4ccd6bee405f1f05 0 766 3118 2016-06-21T02:12:38Z Nic 2 Created page with "== Overview == BudgetLink allows to you to report on any MYOB Category. It also provides two additional categories: * '''Consolidated Category''' to report on company-wide..." wikitext text/x-wiki == Overview == BudgetLink allows to you to report on any MYOB Category. It also provides two additional categories: * '''Consolidated Category''' to report on company-wide figures; * '''No Category''' to report on data that has not be assigned a category. Reporting on Categories is only available for '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition''' == Related Topics == * [[Customising Reports]] * [[Features]] 7709d95f9dd029b2a16eea2c3432645660610fda 0 767 3119 2016-06-21T02:12:58Z Nic 2 Redirected page to [[Categories]] wikitext text/x-wiki #REDIRECT [[Categories]] de38536e13c2ddbe1bed21f98639c67741bff6ef 0 768 3120 2016-06-21T03:32:01Z Nic 2 Created page with "== Overview == BudgetLink allows to you to report on any MYOB Job, Xero Tracking Category and/or Reckon Accounts Class. All these are called '''Jobs''' in BudgetLink. It als..." wikitext text/x-wiki == Overview == BudgetLink allows to you to report on any MYOB Job, Xero Tracking Category and/or Reckon Accounts Class. All these are called '''Jobs''' in BudgetLink. It also provides two additional jobs: * '''Consolidated Job''' to report on company-wide figures; * '''No Job''' to report on data that has not be assigned a job. Reporting on Jobs is available on all editions of '''BudgetLink''' The '''No Job''' is only available for '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition''' == Related Topics == * [[Customising Reports]] * [[Features]] d286736089fc87730d1f111306db49ca6e2ad0bc 0 769 3121 2016-06-21T03:32:13Z Nic 2 Redirected page to [[Jobs]] wikitext text/x-wiki #REDIRECT [[Jobs]] 64f7ae0020fc45faa1bf792d4bb7bd058f15fcf4 0 272 3122 2726 2016-06-21T03:32:45Z Nic 2 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] ab81dfbc72a50262c797b23cdd8eae30d716cc52 0 770 3123 2016-06-21T03:54:37Z Nic 2 Redirected page to [[Versions]] wikitext text/x-wiki #REDIRECT [[Versions]] 5340b381e9ff226c9a793060c180b76b658af976 0 705 3124 2867 2016-06-21T04:54:51Z Nic 2 wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' is not licensed to run from a terminal server. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Pro Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to your local machine]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] ee4eed0894548aca7730a5ebd9fe2bcb5c3cd484 3125 3124 2016-06-21T04:55:47Z Nic 2 wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' is not licensed to run from a terminal server. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Standard Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to your local machine]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 9d9a0ff80957189edc5b06ca547e357406107446 0 771 3126 2016-06-21T06:00:49Z Nic 2 Redirected page to [[Cannot Update or Save Templates]] wikitext text/x-wiki #REDIRECT [[Cannot Update or Save Templates]] f1801d6bb17d77a1db41f3a26b3fabe23dd30260 0 772 3127 2016-06-21T06:03:48Z Nic 2 Created page with "== Overview == BudgetLink ships with multiple reports (also known as '''Templates'''). '''BudgetLink Free Edition''' does not allow users to make any modifications to these ..." wikitext text/x-wiki == Overview == BudgetLink ships with multiple reports (also known as '''Templates'''). '''BudgetLink Free Edition''' does not allow users to make any modifications to these templates. If permanent modifications are required, you will need to [http://accountingaddons.com.au/budgetlink/subscribe subscribe] to '''BudgetLink Standard Edition''' or higher. 8f29af2cea63732be2ca72a5b14bcbf233fa58e4 3128 3127 2016-06-21T06:04:07Z Nic 2 wikitext text/x-wiki BudgetLink ships with multiple reports (also known as '''Templates'''). '''BudgetLink Free Edition''' does not allow users to make any modifications to these templates. If permanent modifications are required, you will need to [http://accountingaddons.com.au/budgetlink/subscribe subscribe] to '''BudgetLink Standard Edition''' or higher. c244bf4c410b16bf390224c8ddbed370e7bdf6b1 0 773 3131 2016-06-22T07:33:39Z Nic 2 Created page with "BudgetLink v2016.6.3.178 was released on 22/06/2016. == Enhancements == '''Memory''' * Fixed issue with memory optimisation for the Movement Tree Structure relating to cons..." wikitext text/x-wiki BudgetLink v2016.6.3.178 was released on 22/06/2016. == Enhancements == '''Memory''' * Fixed issue with memory optimisation for the Movement Tree Structure relating to consolidated cost centres and job reports. == Related Topics == * [[BudgetLink version archive]] 043023020af35438823eab790591375b08a71927 0 679 3132 2835 2016-06-22T09:41:55Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == [[How to Share BudgetLink with other users]] [[How to Share BudgetLink with Drop Box]] 49847a96c3b36fbb00d0141a039e5dcbf5eb8917 3133 3132 2016-06-22T09:42:09Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with other users]] *[[How to Share BudgetLink with Drop Box]] cb0f15c065de2a5dac8d7a8fdb9850a8d9e9e380 3134 3133 2016-06-22T09:42:40Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a Network folder and Share . == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] e42e30a6fe4e2f162bff8fdf182f7cd0728f9c69 0 774 3135 2016-06-22T09:48:48Z Jeff 1 Created page with "The process to share BudgetLink with multiple users varies depending on where it's currently installed If BudgetLink is installed on your local machine First ensure that you a..." wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed If BudgetLink is installed on your local machine First ensure that you are on an edition which can be shared on a network If BudgetLink is already installed on a Server The share the BudgetLink Files f9afdc7066314828fca596a81407573d6e710a4d 3136 3135 2016-06-22T09:52:44Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed If is installed on your local machine First ensure that you are on an edition which can be shared on a network Move the BudgetLink folder onto your Server Share the BudgetLink folder with other users If is already installed on a Server Share the BudgetLink Files with other Users 9747c6987bbd5f57dff9ce62638ad67f02f45a44 3137 3136 2016-06-22T09:53:28Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed *If is installed on your local machine **First ensure that you are on an edition which can be shared on a network **Move the BudgetLink folder onto your Server **Share the BudgetLink folder with other users *If is already installed on a Server **Share the BudgetLink Files with other Users 10e118bc2d03abb55cebd0d2652a5816e7e89901 3138 3137 2016-06-22T09:54:21Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed If is installed on your local machine #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other users If is already installed on a Server #Share the BudgetLink Files with other Users b675613cbbacb5a6c9e2a63d04daa2188db9ef83 3139 3138 2016-06-22T09:54:47Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed If is installed on your local machine #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users If is already installed on a Server #Share the BudgetLink Files with other Users 050cd1ae93d43736707125db57eab59dfe6e1465 0 679 3140 3134 2016-06-22T10:04:34Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a subscription to BudgetLink Standard Edition or above you can install it on a Server and share across your network. == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 7285ced75d34e691806568f0ef9fe7287e92654d 3141 3140 2016-06-22T10:04:48Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a subscription to the BudgetLink Standard Edition or above you can install it on a Server and share across your network. == How to move BudgetLink to a folder on Network == Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location in the Network; == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] d79a9736c77e1473adcd7ae03e7cdc79d9d40ef8 3142 3141 2016-06-22T10:07:35Z Jeff 1 /* How to move BudgetLink to a folder on Network */ wikitext text/x-wiki == Overview == If you have a subscription to the BudgetLink Standard Edition or above you can install it on a Server and share across your network. == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 8b9063261085717827cb5bb566c25b6a5a344304 3143 3142 2016-06-22T10:08:37Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a subscription to the BudgetLink Standard Edition or above you can install it on a Server and share across your network. If BudgetLink is currently installed on your local PC it must first be moved to the Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 5b59f428a0f42c6d1aecb73ee47e9bc067b34be5 3144 3143 2016-06-22T10:41:51Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Install a new instance of BudgetLink on your server If currently installed in your If use BudgetLink Free Edition you will need to upgrade before it can be installed on a Server If currently installed on a PC, Move it to your Server. If located on the Server Standard Edition subscription or above it can be installed on a Server and setup to allow multi-user access If already installed on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 8bc8586b1625afd4c715119240fca33ae5527ac1 3145 3144 2016-06-22T10:48:41Z Jeff 1 wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server then you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to move it to your server If you are currently registered fro the Free Edition you will need to upgrade before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 69e6456d7399043115928288bf7cfbb5720da960 3146 3145 2016-06-22T10:52:41Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to move it to your server If you are currently registered fro the Free Edition you will need to upgrade before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 21ee35e3040422a6db7731ebe4952496729f3238 0 70 3147 2868 2016-06-27T04:31:42Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] b8d83df60f5229e5f544458833ccd9774b5fb30c 3149 3147 2016-06-27T04:32:06Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == BudgetLink starts but shows a compile error message == [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 88d11e89b4a4acfd179bc961a7e0220c5cd3da5e 3150 3149 2016-06-27T04:32:29Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == BudgetLink starts but complain about the version of Microsoft Excel == [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] dadfa6213abeb97e03d9f79ca28a9adc58560a8c 3152 3150 2016-06-27T04:33:03Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == BudgetLink starts but complains about files being read-only == If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 09043479fb0a2ec61f92c0e74f36a4286a7050ed 3154 3152 2016-06-27T04:33:47Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == BudgetLink starts but complains about read or write permissions == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 35d1d0f1565a12407b72ee038a2dca173dfd0dbd 3156 3154 2016-06-27T04:34:28Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == BudgetLink starts but complains about the installer path being too long == [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] fdc422e271cf1c12bd9496723c55f915a080c523 3158 3156 2016-06-27T04:35:13Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == BudgetLink starts but complains about being installed on a network location == Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 0e359aa8dcb8da8bb51e4a1c91469fd33f327980 3160 3158 2016-06-27T04:35:55Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == [[BudgetLink starts but complains about being installed on a network location]] == == BudgetLink starts but complains about running on a terminal server == Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 03bff576324ec7347691deaa5a71bfdccff13018 3162 3160 2016-06-27T04:36:30Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == [[BudgetLink starts but complains about being installed on a network location]] == == [[BudgetLink starts but complains about running on a terminal server]] == == BudgetLink starts but complains about running from within Dropbox == Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] edb11740392d57e72986bf39941deebf3498fe0e 3164 3162 2016-06-27T04:37:09Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == [[BudgetLink starts but complains about being installed on a network location]] == == [[BudgetLink starts but complains about running on a terminal server]] == == [[BudgetLink starts but complains about running from within Dropbox]] == == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 0aa0637a4aab95ab1892f1d6a24aa0f3019efa87 3166 3164 2016-06-27T04:37:48Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == [[BudgetLink starts but complains about being installed on a network location]] == == [[BudgetLink starts but complains about running on a terminal server]] == == [[BudgetLink starts but complains about running from within Dropbox]] == </br clearall> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 6e240697bd907b1940cd751c330e92c352559797 3167 3166 2016-06-27T04:38:22Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. == [[BudgetLink opens but doesn't start]] == == [[BudgetLink starts but shows a compile error message]] == == [[BudgetLink starts but complain about the version of Microsoft Excel]] == == [[BudgetLink starts but complains about files being read-only]] == == [[BudgetLink starts but complains about read or write permissions ]]== == [[BudgetLink starts but complains about the installer path being too long]] == == [[BudgetLink starts but complains about being installed on a network location]] == == [[BudgetLink starts but complains about running on a terminal server]] == == [[BudgetLink starts but complains about running from within Dropbox]] == <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 3dea647b5de969d41300c3f5cc0e175da659ecbb 3168 3167 2016-06-27T04:42:07Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 6e4ca90aeae1dfc460c4feb56394f3577523687f 3169 3168 2016-06-27T04:42:17Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 7e9b5b3fc5d40e3a08f1663483b99046cbb9e846 3170 3169 2016-06-27T04:42:33Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. '''*[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] ''' <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] aa581e0a65dde1f2219e98ce39685adbb1ae1a7d 3171 3170 2016-06-27T04:42:48Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. '''*[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] c05af42d7280d628e12128d61a846b9fc73e808f 3172 3171 2016-06-27T04:43:04Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[['''BudgetLink opens but doesn't start''']] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] e372f8b6a3f9cc63132f3203a63829e7406a4453 3173 3172 2016-06-27T04:43:15Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 7e9b5b3fc5d40e3a08f1663483b99046cbb9e846 3174 3173 2016-06-27T23:11:36Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 41b65fb3944b8b497215b13a9efb22fb72820c8a 3175 3174 2016-06-27T23:27:15Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 8c3395facf8bbc15046d8dec5fe6ec40fee9f082 3176 3175 2016-06-27T23:29:03Z Jeff 1 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] c4db5e5b6ed601a8031daea68d60fb8ad98e07f4 3177 3176 2016-06-27T23:29:12Z Jeff 1 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 2bef849f2cb4032eb2665ca6baeee6a390b99b1b 3178 3177 2016-06-27T23:43:53Z Jeff 1 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. *[[BudgetLink opens but doesn't start]] *[[BudgetLink starts but shows a compile error message]] *[[BudgetLink starts but complain about the version of Microsoft Excel]] *[[BudgetLink starts but complains about files being read-only]] *[[BudgetLink starts but complains about read or write permissions ]] *[[BudgetLink starts but complains about the installer path being too long]] *[[BudgetLink starts but complains about being installed on a network location]] *[[BudgetLink starts but complains about running on a terminal server]] *[[BudgetLink starts but complains about running from within Dropbox]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] c4db5e5b6ed601a8031daea68d60fb8ad98e07f4 0 775 3148 2016-06-27T04:32:01Z Jeff 1 Created page with "If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable c..." wikitext text/x-wiki If BudgetLink opens but doesn't start, read the following guides. * [[Enabling Macros in Microsoft Excel]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Unreadable contents error when starting BudgetLink]] * [[BudgetLink started in protected view]] * [[Repair office and ensure that all components of Office are installed]] 3538cec296900869d2af53c94f6b4215639d1618 0 776 3151 2016-06-27T04:32:35Z Jeff 1 Created page with "[[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile erro..." wikitext text/x-wiki [[File:StartupCompileError.png|300px|thumb|right|Start-Up compile error]] If BudgetLink starts but shows a compile error message, read the following guides. * [[Compile error due to disabled items]] * [[Compile error due to 64-bit version of Microsoft Excel]] <br clear=all /> 84ac73c0e00f631b674b743513a1947573b3ff4c 0 777 3153 2016-06-27T04:33:23Z Jeff 1 Created page with "[[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013..." wikitext text/x-wiki [[File:StartupInvalidVersionMicrosoftExcel.png|300px|thumb|right|Invalid version of Microsoft Excel]] The latest version of BudgetLink is compatible with Microsoft Excel 2013, 2010 or 2007. If you are getting an error message, you will need to upgrade to the latest version of BudgetLink. For more information, see [[Upgrading BudgetLink to work with the latest version of Microsoft Excel]]. <br clear=all /> c81bc9f700496343585e01add50a20bcb183f837 0 778 3155 2016-06-27T04:34:00Z Jeff 1 Created page with "If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all />" wikitext text/x-wiki If Excel complains that BudgetLink is opened by others when it first start, read the following guide. * [[Opening BudgetLink as a read-only solution]] <br clear=all /> ac9aeaebd9ff49f0c1444a0a9af9c5d207082976 0 779 3157 2016-06-27T04:34:34Z Jeff 1 Created page with "[[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guid..." wikitext text/x-wiki [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] If BudgetLink starts but complains about read or write permissions, read the following guides. * [[Troubleshooting folder permissions]] <br clear=all /> c86efcbc793c7adcc4cdee647d022534f3828cea 0 780 3159 2016-06-27T04:35:19Z Jeff 1 Created page with "[[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long..." wikitext text/x-wiki [[File:StartupInstallationFolderTooLong.png|300px|thumb|right|Start-Up installation path too long]] If BudgetLink starts but complains about the installer path being too long, read the following guide. * [[Troubleshooting installation path is too long]] <br clear=all /> 14d7e835f912099713ad4fd38d0a3c9babb39416 0 781 3161 2016-06-27T04:36:01Z Jeff 1 Created page with "Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]]" wikitext text/x-wiki Not all editions of BudgetLink can be run from a network location. For more information, read the following guide. * [[Cannot run BudgetLink from a network location]] 41ca022bf350ecd1a7e1e7872e578e787e48b84c 0 782 3163 2016-06-27T04:36:36Z Jeff 1 Created page with "Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]]" wikitext text/x-wiki Not all editions of BudgetLink can be run on a terminal server. For more information, read the following guide. * [[Cannot run BudgetLink on a Terminal Server]] dc265af565d2c9fbbf71ec6c6f9a48c18f2afa89 0 783 3165 2016-06-27T04:37:21Z Jeff 1 Created page with "Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]]" wikitext text/x-wiki Not all editions of BudgetLink can be run from within Dropbox. For more information, read the following guide. * [[Cannot run BudgetLink from Dropbox folder]] 1fc83d61925f38150f132b8fe63edb608b3728a9 0 1 3179 3129 2016-06-27T23:59:25Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.6.4.179]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 1a2fa31771bd2ada345e111267875419dca484ae 0 204 3180 3130 2016-06-27T23:59:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e30081d8775bcbbac2d37f214e7f21ec2c8d3655 0 784 3181 2016-06-28T00:02:15Z Nic 2 Created page with "BudgetLink v2016.6.4.179 was released on 28/06/2016. This build predominantly focused on the get data and licensing. == Enhancements == '''Get Data''' * Fixed issue with get..." wikitext text/x-wiki BudgetLink v2016.6.4.179 was released on 28/06/2016. This build predominantly focused on the get data and licensing. == Enhancements == '''Get Data''' * Fixed issue with get data progress window disappearing in the middle of the get data. * Enhanced last get data status text to split it onto two lines so it can be readable. * Added calculating lists to get data log. * Added ""Get Data completed in ..."" to get data log. '''Drilldown''' * Fixed drilldown to cope with enhancements to filters and handle the (None) element. '''Licensing''' * Enhanced licensing error/warning to all have subscribe buttons. * When on trial, will not show the edition name being trialled. * Updated all standard editions to work on terminal server. * Enhanced licensing to only allow Standard Edition or higher to save workbooks. ''Filters''' * Fixed issue when selecting TD Period and TD is not licensed. Period will default correctly. '''Miscellaneous''' * Emails generated by the read/write access check will now include the correct URL. == Related Topics == * [[BudgetLink version archive]] 74aa1aac0a690f966828d52bab5dc1dcba166cd7 0 542 3182 2807 2016-06-28T00:37:49Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, try [[Manually testing a connection to MYOB AccountRight Live| testing the MYOB AccountRight API]]. If working, choose your installation location for further instruction. === [[MYOB AccountRight Live API for PC installations]]=== For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] === [[MYOB AccountRight Live API for Server installations]] === For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 10962d787ca01c48a546f700cb0929330ccd9ce6 0 785 3183 2016-06-28T00:38:31Z Jeff 1 Created page with "For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[..." wikitext text/x-wiki For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] d3429f7f8c7e0ba0af3534a75e0dba11a0bca7a6 0 786 3184 2016-06-28T00:38:47Z Jeff 1 Created page with "For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] ..." wikitext text/x-wiki For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Manually testing a connection to MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Installing the MYOB AccountRight Live API]] 04ab3dbac29513f0585901dbe863272c089325dc 0 542 3185 3182 2016-06-28T00:39:03Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, try [[Manually testing a connection to MYOB AccountRight Live| testing the MYOB AccountRight API]]. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] fd549fe68c134509cf2ecd9b2796911e2b37ff51 3186 3185 2016-06-28T00:39:21Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, try [[Manually testing a connection to MYOB AccountRight Live| testing the MYOB AccountRight API]]. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 1973ec122fed910d26e2b24e2c1dbd0ef731dfdd 3194 3186 2016-07-04T23:31:23Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] f26eb2c69b06441d1ae45c83a40663106dd7addb 0 785 3187 3183 2016-06-28T00:39:58Z Jeff 1 wikitext text/x-wiki For those who installed MYOB AccountRight Live using the '''PC''' installation, see the following articles. * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Confirming the MYOB AccountRight Live API addon connector is running]] * [[Manually testing a connection to MYOB AccountRight Live]] 67d9dae53e361663b8f70a08a5bff394969c0d57 0 786 3188 3184 2016-06-28T00:40:40Z Jeff 1 wikitext text/x-wiki For those who installed MYOB AccountRight Live using the '''Server''' installation, see the following articles. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live software to resolve Get Data issues]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] 1bffab7f6fd71708d9cccd3c2ebe532938dab807 0 226 3189 2253 2016-06-28T09:08:10Z Jeff 1 /* How to enter a License Key if the licensing dialogue does not display at startup */ wikitext text/x-wiki ==Overview== After you have [[How to get a License Key|subscribed to an edition of BudgetLink]], you will receive your license key. This support note will explain how to enter it into BudgetLink. The process is the same for entering a Transfer Key or an Upgrade Key == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 739305e4da04784764ddb0e064d573b8b1e8ed03 0 787 3190 2016-06-29T01:09:53Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 788 3191 2016-06-29T01:10:04Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 789 3192 2016-06-29T03:30:40Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 790 3193 2016-06-29T03:30:48Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 395 3195 2557 2016-07-07T23:39:03Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can report up to 10 [[Financial Years|financial years]] into the past and future but is configured to 3 years by default for performance reasons. These years are based on your current financial year in your accounting software. '''Note that BudgetLink Free Edition is fixed at 3 financial years. You need to be or above [http://accountingaddons.com.au/budgetlink/subscribe/ subscribed to the Standard Edition] or above to be able to configure this setting.''' == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] 42598f517c73d6af8dc06c509b8687663014326a 3196 3195 2016-07-07T23:40:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can report up to 10 [[Financial Years|financial years]] into the past and future but is configured to 3 years by default for performance reasons. These years are based on your current financial year in your accounting software. Note that BudgetLink Free Edition is fixed at 3 financial years. You need to be or above [http://accountingaddons.com.au/budgetlink/subscribe/ subscribed to the Standard Edition] or above to be able to configure this setting. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] ef8d12094d85afd5981702a9d0fb8c077754b7a9 3197 3196 2016-07-07T23:40:29Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can report up to 10 [[Financial Years|financial years]] into the past and future but is configured to 3 years by default for performance reasons. These years are based on your current financial year in your accounting software. Note that BudgetLink Free Edition is fixed at 3 financial years. You need to be [http://accountingaddons.com.au/budgetlink/subscribe/ subscribed to the Standard Edition] or above to be able to configure this setting. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] 4fe4a2e1a0b21cf8d7fe0245099ca4dabacdedf6 3198 3197 2016-07-07T23:40:49Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink can report up to 10 [[Financial Years|financial years]] into the past and future but is configured to 3 years by default for performance reasons. These years are based on your current financial year in your accounting software. Note that BudgetLink Free Edition is fixed at 3 financial years. You need to be [http://accountingaddons.com.au/budgetlink/subscribe/ subscribed to the Standard Edition] or above to configure this setting. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options and Administration'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] 149a159523da4eaa9bd8696073cae91ee2044d28 0 88 3199 2832 2016-07-13T00:03:20Z Jeff 1 /* Step 2: Request your Transfer Key */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. It is secured to a hard drive. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] e6bb2699aed2e54c6ea4877cb1ac345bd97ff43c 0 791 3200 2016-07-13T06:30:22Z Nic 2 Redirected page to [[BudgetLink incorrectly configured]] wikitext text/x-wiki #REDIRECT [[BudgetLink incorrectly configured]] 2fbeee2aa141b97502ff957110401176d481e7e9 0 697 3201 2847 2016-07-15T00:40:16Z Nic 2 wikitext text/x-wiki == Overview == Users of Excel 2013 and 2016 have found that disabling '''Excel Graphics Hardware Acceleration''' can resolve display issues, improve stability and improve performance. If you are experiencing any odd behaviours in Excel, we strongly recommend you try disabling it and see if it resolves issues. === Note === * If you are using Excel 2007 or 2010, you do not need to worry about disabling graphics hardware acceleration as those versions of Excel didn't use the Graphic Processing Unit (GPU) for displaying information. == How to manually disable excel graphics hardware acceleration == To disable disable excel graphics hardware acceleration manually, follow these steps. # Start Excel; # Click on File, then Options; # Select '''Advanced''' on the list on the left hand side # Scroll to '''Display''' options; # Tick '''Disable Excel Graphics Hardware Acceleration'''; # Click '''OK''' to save the changes. == Related Topics == [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 9f0f208c0690050de39853af444f59833f201be9 3202 3201 2016-07-15T00:40:51Z Nic 2 wikitext text/x-wiki == Overview == Users of Excel 2013 and 2016 have found that disabling '''Excel Graphics Hardware Acceleration''' can resolve display issues, improve stability and improve performance. If you are experiencing any odd behaviours in Excel, we strongly recommend you try disabling it and see if it resolves issues. === Note === * If you are using Excel 2007 or 2010, you do not need to worry about disabling graphics hardware acceleration as those versions of Excel didn't use the Graphic Processing Unit (GPU) for displaying information. == How to manually disable excel graphics hardware acceleration == To disable disable excel graphics hardware acceleration manually, follow these steps. # Start '''Excel'''; # Click on '''File''', then '''Options'''; # Select '''Advanced''' on the list on the left hand side # Scroll to '''Display''' options; # Tick '''Disable Excel Graphics Hardware Acceleration'''; # Click '''OK''' to save the changes. == Related Topics == [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] a346fed31a07421a9a16c27e588a6444ea941e9f 0 774 3203 3139 2016-07-27T00:12:42Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed [[If BudgetLink is installed on your local machine]] #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users [[If BudgetLink is already installed on a Server #Share the BudgetLink Files with other Users f153e61e4befb8c8c31732d39e04237e300c11a2 3204 3203 2016-07-27T00:12:52Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed [[If BudgetLink is installed on your local machine]] #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users [[If BudgetLink is already installed on a Server]] #Share the BudgetLink Files with other Users 90bf84642d147b11c652c1556bbe293ab73b8e30 3205 3204 2016-07-27T00:13:02Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed [[If BudgetLink is installed on your local machine]] [[If BudgetLink is already installed on a Server]] #Share the BudgetLink Files with other Users 200c79f4b7058c8e5dfeb35bbd7d85c45adaf574 3210 3205 2016-07-27T00:19:44Z Jeff 1 wikitext text/x-wiki The process to share BudgetLink with multiple users varies depending on where it's currently installed *[[If BudgetLink is installed on your local machine]] *[[If BudgetLink is already installed on a Server]] 5e4431e5b3079d7c3df9db8f9a9fcd3e0f9e8d84 0 792 3206 2016-07-27T00:13:10Z Jeff 1 Created page with "#First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users" wikitext text/x-wiki #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users 69b45200ea5b7a5b6260fedb4610fcb5728feca7 3207 3206 2016-07-27T00:16:51Z Jeff 1 wikitext text/x-wiki Follow the process to share BudgetLink with multiple users. #First ensure that you are on an edition which can be shared on a network #Move the BudgetLink folder onto your Server #Share the BudgetLink folder with other Users 3a5384d976634faabee90ba28c8f59b8401795e1 0 793 3208 2016-07-27T00:18:27Z Jeff 1 Created page with "To share BudgetLink on the server with other multiple users you will need to give full read/write permissions for BudgetLink folder and the C:/Temp/BudgetLink folder. Fo..." wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to give full read/write permissions for BudgetLink folder and the C:/Temp/BudgetLink folder. For instructions on how to give permissions [[How to Share BudgetLink on Network | click here]]. 767274659c287e167cf3fecc31801c658a3d6509 3209 3208 2016-07-27T00:19:13Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to give full read/write permissions for BudgetLink folder and the C:/Temp/BudgetLink folder. For instructions on how to give permissions '''[[How to Share BudgetLink on Network | click here]]'''. 77b06509351c1bb550866f6683bfc1d01502e04f 3211 3209 2016-07-27T00:23:50Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for [[BudgetLink folder]] and the C:/Temp/BudgetLink folder. 332a353fb9bcf336e9636a1cfac503d450a90ee1 3212 3211 2016-07-27T00:24:24Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for [[BudgetLink Folder]] and the C:/Temp/BudgetLink folder. f8458b17e6a7ec628d6ef39c56203f11b904ae63 3213 3212 2016-07-27T00:25:05Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for [[BudgetLink Folder]] and the C:/Temp/BudgetLink folder of your local machine 18dbc905fee4eac7de5208546d7254185c2ed2c6 3214 3213 2016-07-27T00:28:24Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine 08f41dbbb4f5f431dc9d4a854f3ab00d31ab121d 0 1 3215 3179 2016-07-28T06:49:00Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.7.2.181]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7df1ee62189a8e88f1522ee7b49f77b186d9b9a6 3233 3215 2016-08-22T04:14:20Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.8.2.184]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 4a6f88f996f4b8f774a0b9dbe5b46c2526335e5c 0 204 3216 3180 2016-07-28T06:49:15Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 238a6d83280c77aede8503e73760e36c25fa350e 3234 3216 2016-08-22T04:14:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d127bb6f78f036b778e75cdd6be7057c8b9a1bee 0 794 3217 2016-07-28T06:51:14Z Nic 2 Created page with "BudgetLink v2016.7.2.181 was released on 14/07/2016. == Enhancements == '''Reports''' * Merged the Cash Flow Statement report into a single layout as opposed to PL and BS s..." wikitext text/x-wiki BudgetLink v2016.7.2.181 was released on 14/07/2016. == Enhancements == '''Reports''' * Merged the Cash Flow Statement report into a single layout as opposed to PL and BS sheet. * Merged the Multi Company Cash Flow Statement report into a single sheet as opposed to seperate PL and BS Sheet. '''Get Data''' * Fixed installing data warehouses to only take place if all data files are being processed during get data. '''MYOB AccountRight Live''' * Updated selecting MYOX data files to list most recent files at the top. * Updating selecting MYOX data file to show 20 rows instead of 8. '''MYOB AccountEdge''' * Enhanced MYOB MAC Interface to handle MYOB Account Edge 2016 latest file format while also being backwards compatible to older file formats. '''Licensing''' * Updated licensing to have override also override the installation folder check. '''Upgrade''' * Updated upgrade process to also transfer CSV, INI and TXT files. '''Miscellaneous''' * Updated customise, budget entry, layout, publish and comments to flag the file as saved and mitigate crash issues. * Fixed budget entry to allow no account set to be selected. * Enhanced versions to provide Last Year versions (ending with LY). == Related Topics == * [[BudgetLink version archive]] 07fef3b588ac8e01bb9855e1820a83552c76db93 0 94 3218 2844 2016-08-03T23:44:04Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d055097b5ad4d40ea1a227fdb5bab80657ccbdf5 0 795 3219 2016-08-03T23:53:25Z Jeff 1 Created page with "==Overview== The message you are received is saying that the hard drive on which your BudgetLink solution is might be full. Follow the instructions below to resolve the iss..." wikitext text/x-wiki ==Overview== The message you are received is saying that the hard drive on which your BudgetLink solution is might be full. Follow the instructions below to resolve the issue.   ==Procedure== *The first step is to work out where BudgetLink is installed. [[BudgetLink Folder |Click here]] for instructions on How to locate your BudgetLink folder; *Next check that your hard drive is full  and If so remove the unwanted files from the hard drive to clear some space; *Or Move BudgetLink to another location by following the instructions; This should work now. If you still continue to face an issue [http://accountingaddons.com.au/contact-us/ |contact] Accounting Addons. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 970bbf441778eb81b3476065bc7bd6f81634b6fa 3220 3219 2016-08-03T23:54:25Z Jeff 1 wikitext text/x-wiki ==Overview== The message you are received is saying that the hard drive on which your BudgetLink solution is might be full. Follow the instructions below to resolve the issue.   ==Procedure== *The first step is to work out where BudgetLink is installed. [[BudgetLink Folder |Click here]] for instructions on How to locate your BudgetLink folder; *Next check that your hard drive is full  and If so remove the unwanted files from the hard drive to clear some space; *Or Move BudgetLink to another location by following the [[Moving BudgetLink to a new machine or folder | instructions]]; This should work now. If you still continue to face an issue [http://accountingaddons.com.au/contact-us/ | contact] Accounting Addons. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] e551a0a8c1f6a41e0c1dd36d1d5bceaa52b63520 3221 3220 2016-08-03T23:54:53Z Jeff 1 wikitext text/x-wiki ==Overview== The message you are received is saying that the hard drive on which your BudgetLink solution is might be full. Follow the instructions below to resolve the issue.   ==Procedure== *The first step is to work out where BudgetLink is installed. '''[[BudgetLink Folder |Click here]]''' for instructions on How to locate your BudgetLink folder; *Next check that your hard drive is full  and If so remove the unwanted files from the hard drive to clear some space; *Or Move BudgetLink to another location by following the '''[[Moving BudgetLink to a new machine or folder | instructions]]'''; This should work now. If you still continue to face an issue '''[http://accountingaddons.com.au/contact-us/ | contact]''' Accounting Addons. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] dbdec0974eaa7ec3cc3813ee8771a28e17095191 3222 3221 2016-08-03T23:55:15Z Jeff 1 wikitext text/x-wiki ==Overview== The message you are received is saying that the hard drive on which your BudgetLink solution is might be full. Follow the instructions below to resolve the issue.   ==Procedure== *The first step is to work out where BudgetLink is installed. '''[[BudgetLink Folder |Click Here]]''' for instructions on How to locate your BudgetLink folder; *Next check that your hard drive is full  and If so remove the unwanted files from the hard drive to clear some space; *Or Move BudgetLink to another location by following the '''[[Moving BudgetLink to a new machine or folder | Instructions]]'''; This should work now. If you still continue to face an issue '''[http://accountingaddons.com.au/contact-us/ | Contact]''' Accounting Addons. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 46d4db36a9b10870e452a682a979a3fc52d2fbe1 0 692 3223 2831 2016-08-03T23:56:06Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, opening reports can be slow. This may be related to hard disk issues or network issues. Note that very large files can be slow to open and is not unusual. However, if you find that opening reports is very slow, we recommend you first check to see where BudgetLink is installed and check the following: * is the machine running [[out of disk space]]; * is BudgetLink installed in a network location that is in the cloud and 'offsite'; * is the network generally slow, or only BudgetLink files; * is your Anti-Virus up to date; * is your Anti-virus using a lot of CPU cycles while the file is being opened. This may help identify where the slowness is happening. == Related Links == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] 551fad64547c8e4e61fdaa91497ad432678d38bf 3224 3223 2016-08-03T23:56:33Z Jeff 1 wikitext text/x-wiki == Overview == On some machines, opening reports can be slow. This may be related to hard disk issues or network issues. Note that very large files can be slow to open and is not unusual. However, if you find that opening reports is very slow, we recommend you first check to see where BudgetLink is installed and check the following: * is the machine running [[Out of Disk Space]]; * is BudgetLink installed in a network location that is in the cloud and 'offsite'; * is the network generally slow, or only BudgetLink files; * is your Anti-Virus up to date; * is your Anti-virus using a lot of CPU cycles while the file is being opened. This may help identify where the slowness is happening. == Related Links == * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] c879d5001fd6a43a74a7c44a4fae698463cb12e7 0 344 3225 1408 2016-08-09T02:01:00Z Jeff 1 wikitext text/x-wiki == Overview == Some users experience issues when logged into their MY.MYOB account prior to browsing for their data file or performing a Get Data. To resolve these issues, follow these steps. # Start Internet Explorer; ( It might not work for other web browsers.) # Navigate to the [https://my.myob.com my.myob.com] website; # Log in with the account with which you want to connect; # Log out of the '''[https://my.myob.com my.myob.com]''' and '''[https://secure.myob.com/ secure.myob.com]''' website. Once logged in, try either browsing for the data file or performing the get data and see if it works. == Related Topics == * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Could not obtain the list of data files error message]] [[Category:Troubleshooting]] a00d58649f4a4e09cecd165bfe7797449743fd75 0 164 3226 1779 2016-08-09T02:16:10Z Jeff 1 /* For users with their data file hosted in the CLOUD */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MYOB before connecting with your MYOB data file in the cloud | Log out of MY.MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 4a2829f9e6682ca5bc88e9829e59ee92b49f129e 3227 3226 2016-08-09T02:17:46Z Jeff 1 /* For users with their data file hosted in the CLOUD */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud | Log out of MYOB before connecting with your MYOB data file in the cloud]] == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 421fb557ba578521f35b8d62cfb13fe4e93cc6d0 0 796 3228 2016-08-17T06:55:42Z Nic 2 Redirected page to [[Cannot run BudgetLink from OneDrive folder]] wikitext text/x-wiki #REDIRECT [[Cannot run BudgetLink from OneDrive folder]] 4a0e61222937bd64842684987e52b1964f35c788 0 797 3229 2016-08-17T06:56:22Z Nic 2 Created page with "== Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from within a OneDrive folder. You have the following options: * [..." wikitext text/x-wiki == Overview == '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' are not licensed to run from within a OneDrive folder. You have the following options: * [http://accountingaddons.com.au/budgetlink/subscribe Upgrade to BudgetLink Pro Edition or higher] or; * [[Moving BudgetLink to a new machine or folder|Move the BudgetLink installation folder to another folder]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 6dc1c085ec148214c4c607aa6f044a4e85f8916c 0 594 3230 2261 2016-08-18T01:05:50Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== * Locate [[BudgetLink Folder]] * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 36fde6caf349050b8ca26887b8004e693a8eecf6 3231 3230 2016-08-18T01:06:04Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] Choose the full Get Data Option and click OK. If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== * Locate [[BudgetLink Folder]] * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 0899be53c39911e518be7b85aff96fb38914c592 3232 3231 2016-08-18T01:06:54Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == * Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] * Choose the full Get Data Option and click OK. * If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself * At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== * Locate [[BudgetLink Folder]] * All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ * Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 3df8e60ccd1dae9f2c081b6e5cb0d43dd4714065 0 798 3235 2016-08-22T04:16:57Z Nic 2 Created page with "BudgetLink v2016.8.2.184 was released on 22/08/2016. == Enhancements == '''MYOB AccountRight Live''' * Ensured the user logins in prior to browsing for their MYOX Cloud Dat..." wikitext text/x-wiki BudgetLink v2016.8.2.184 was released on 22/08/2016. == Enhancements == '''MYOB AccountRight Live''' * Ensured the user logins in prior to browsing for their MYOX Cloud Data File. '''MYOB AccountRight Classic''' * Added support for MYOSG0901. '''Get Data''' * Fixed bug with virtual companies and account hierarchies caused when company is skipped during get data. '''One Drive Support''' * Added support to remove OneDrive conflicts. * Updated licensing to detect installation in OneDrive Folder. '''Reports''' * Added Last 12 Months comparison to Last Year Analysis Report. * Added Last 12 Months comparison to Budget Analysis Report. * Fixed selecting cost centres to not display licensing errors when selection is not entirely valid. * Fixed selecting cost centres to be based on the data file/company file selected. '''Budget Entry''' * Enhanced budget entry to support both 12 months, 13 months, 24 months and 26 months dynamically. '''Upgrade''' * Enhanced platform to have generic and scalable upgrade process. == Related Topics == * [[BudgetLink version archive]] 4db3e1a58c2873f421602363d2738e2bd1a06141 0 600 3236 2260 2016-08-25T00:58:10Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\System\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the [[BudgetLink System Folder |System folder]] and replace the report to discard # Return to the Menu and click Refresh 57191d2d3186535350709ab2aa42c95cbde9f400 3237 3236 2016-08-25T00:58:24Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\System\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System folder]]''' and replace the report to discard # Return to the Menu and click Refresh 5cbb0b15cd806e2808022ce3deceb83e944a3a61 3238 3237 2016-08-25T01:00:41Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\System\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System folder]]''' and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] 4fa4a69c8430a1324c5fc48f1c5ad345e04acbb2 3259 3238 2016-09-13T01:35:53Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\System\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System folder]]''' and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] c89185a47651944a4e192bb1e8fd7e0a267be953 3260 3259 2016-09-13T01:37:44Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\[[[BudgetLink System Folder | System]]\Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] b12e2b944a78fb67cd305b0b77b0dd83e6f44dae 3261 3260 2016-09-13T01:37:59Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\ [[[BudgetLink System Folder | System]] \Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] bd5c1d8d83684a1fbd1a04366abd14545643eccd 3262 3261 2016-09-13T01:38:12Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\ [[BudgetLink System Folder | System]] \Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/System/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] 7c805415000e023c3014a09d88f29f968280a9de 3263 3262 2016-09-13T01:38:27Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\ [[BudgetLink System Folder | System]] \Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/[[BudgetLink System Folder | System]]/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh == Related Links == [[Update Report Template]] c733e2731a454c3a5cf4173e55ac370b11a9ab6b 0 649 3239 2596 2016-08-25T01:01:14Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == [[File:Update_Report_Template.png|300px|thumb|right|Save Options]] Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == [[Editing the layout of reports]] [[How to Restore a Report]] 8383b75491ee88d7116c1e4ed787c612eb8facf1 3240 3239 2016-08-25T01:01:31Z Jeff 1 wikitext text/x-wiki == Overview == After [[Editing the layout of reports|editing a report layout]], you can permanently save the layout by updating the report template == Procedure == [[File:Update_Report_Template.png|300px|thumb|right|Save Options]] Follow the steps below to update a report template # Activate the Report # Click '''Save''' in Excel. A '''Save Options''' dialogue form will appear # Click the Update button. The report template will be backed up to the Backup\Workbooks folder The Report will then be cleared and then saved with the layout changes === Notes === If you want to keep a copy of the original report, start by copying the Worksheet in the workbook before [[Editing the layout of reports|editing the report layout]] == Related Links == *[[Editing the layout of reports]] * [[How to Restore a Report]] 468e8425b0d5b6a4c05183cee3bacceaf8605ba0 0 192 3241 2657 2016-08-25T12:27:02Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink has an Accounts dimension which is extracted from an accounting data file. Account Sets filter the accounts. They can be used to: # Report divisions setup in your chart of accounts # Exclude Non Cash Accounts for use in Cash Flow Reports They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 80c2f64b6eb2466c0e66d78cfe35af9276625c50 3242 3241 2016-08-25T12:29:02Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink has an Accounts dimension which is extracted from an accounting data file. Account Sets filter the accounts. They can be used to: # Report divisions setup in your chart of accounts # Exclude Non Cash Accounts for use in Cash Flow Reports They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. Once setup an Account Set filter appears in a Report's Customise Form == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 3ab322468c77cf9baf616c29a6dae959f14a1adf 0 191 3243 1896 2016-08-28T09:29:20Z Jeff 1 wikitext text/x-wiki == Overview == Account hierarchies allow you to define additional chart of accounts and map existing accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating a structure against which multiple data files will be consolidated; * Creating an Acquittal Report; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy based on your data file]]; * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Removing an account hierarchy]]. == Mapping your data file's accounts to the account hierarchy == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Mapping your data file's accounts to the account hierarchy]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising a report to show a specific account hierarchy]]. == Related Topics == * [[Account Sets]] 68f1d2817f3f2bb195c4e5874466a47027d2c445 0 799 3244 2016-09-08T05:52:52Z Nic 2 Created page with "== Overview == A worksheet set is essentially just a way to name a group of reports that users are entitled to use. == How To Guides == === Managing worksheet sets === Bud..." wikitext text/x-wiki == Overview == A worksheet set is essentially just a way to name a group of reports that users are entitled to use. == How To Guides == === Managing worksheet sets === BudgetLink has the capability to manage worksheet sets to restrict users from using reports. For more information, see [[Creating a worksheet set]], [[Editing a worksheet set]], [[Removing a worksheet set]]. == Related Topics == * [[Security]] * [[Restricting the reports to which users have access]] 4e006c0b11099b6fa2ce3cd9f471ce50e0415c1c 0 800 3245 2016-09-08T05:57:46Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Adding a worksheet set == To add a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue; # Enter the '''Name''' of the worksheet set; # Tick the reports belonging to this workshete set; # Click '''OK''' to add the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. == Related Topics == * [[Worksheet Sets]] * [[Security]] ec76c582dd9b21775eb6fbe4d2c30109fbfa6ee0 3246 3245 2016-09-08T05:58:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Adding a worksheet set == To add a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue; # Enter the '''Name''' of the worksheet set; # Tick the reports belonging to this worksheet set; # Click '''OK''' to add the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. == Related Topics == * [[Worksheet Sets]] * [[Security]] 7dcc59c74ec4767d99af739f70c6f094dfc7f442 3249 3246 2016-09-08T06:03:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Editing a worksheet set == To edit a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the worksheet set from the list and click '''Edit Worksheet Set'''; # Tick/untick the reports belonging to this worksheet set; # Click '''OK''' to save the changes to this the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. == Related Topics == * [[Worksheet Sets]] * [[Security]] 76cc14578d5868a9b75e24f1394ad253c8a76a03 3254 3249 2016-09-08T06:07:17Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Editing a worksheet set == [[File:ManageWorksheetSets.png|300px|thumb|right|Manage Worksheet Sets dialogue.]] [[File:AddWorksheetSet.png|300px|thumb|right|Add Worksheet Set Login dialogue.]] To edit a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the worksheet set from the list and click '''Edit Worksheet Set'''; # Tick/untick the reports belonging to this worksheet set; # Click '''OK''' to save the changes to this the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. <br clear=all /> == Related Topics == * [[Worksheet Sets]] * [[Security]] 6b3a7d4ba81774b19c4df076a14f259089e7c303 3255 3254 2016-09-08T06:07:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Editing a worksheet set == [[File:ManageWorksheetSets.png|300px|thumb|right|Manage Worksheet Sets dialogue.]] [[File:AddWorksheetSet.png|300px|thumb|right|Edit Worksheet Set dialogue.]] To edit a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the worksheet set from the list and click '''Edit Worksheet Set'''; # Tick/untick the reports belonging to this worksheet set; # Click '''OK''' to save the changes to this the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. <br clear=all /> == Related Topics == * [[Worksheet Sets]] * [[Security]] e1bbc320b978343e0db568be5441e58adf306670 0 801 3247 2016-09-08T05:58:23Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Adding a worksheet set == To add a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue; # Enter the '''Name''' of the worksheet set; # Tick the reports belonging to this worksheet set; # Click '''OK''' to add the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. == Related Topics == * [[Worksheet Sets]] * [[Security]] 7dcc59c74ec4767d99af739f70c6f094dfc7f442 3252 3247 2016-09-08T06:06:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Adding a worksheet set == [[File:ManageWorksheetSets.png|300px|thumb|right|Manage Worksheet Sets dialogue.]] [[File:AddWorksheetSet.png|300px|thumb|right|Add Worksheet Set Login dialogue.]] To add a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue; # Enter the '''Name''' of the worksheet set; # Tick the reports belonging to this worksheet set; # Click '''OK''' to add the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. <br clear=all /> == Related Topics == * [[Worksheet Sets]] * [[Security]] 33303b84b0c05c15277d54be1f32b65d656846c2 3256 3252 2016-09-08T06:07:38Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Adding a worksheet set == [[File:ManageWorksheetSets.png|300px|thumb|right|Manage Worksheet Sets dialogue.]] [[File:AddWorksheetSet.png|300px|thumb|right|Add Worksheet Set dialogue.]] To add a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Worksheet Set''' button on the '''Manage Worksheet Sets''' dialogue; # Enter the '''Name''' of the worksheet set; # Tick the reports belonging to this worksheet set; # Click '''OK''' to add the worksheet set; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. <br clear=all /> == Related Topics == * [[Worksheet Sets]] * [[Security]] deecba7057702e5dca3f1588689d92e9fc68ca8c 0 802 3248 2016-09-08T05:59:35Z Nic 2 Created page with "== Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to ..." wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Removing a worksheet set == To add remove a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the worksheet set from the list and click '''Remove Worksheet Set'''; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. === Notes === * When removing a worksheet set, all logins that were assigned this worksheet set will now be allowed access to all reports. == Related Topics == * [[Worksheet Sets]] * [[Security]] b79908fb76e5cb73c40e9398041dff55576b711a 3253 3248 2016-09-08T06:07:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. A worksheet set can be assigned to each login to control the reports to which users have access. == Removing a worksheet set == [[File:ManageWorksheetSets.png|300px|thumb|right|Manage Worksheet Sets dialogue.]] To add remove a worksheet set, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Worksheet Sets''' button; # Log in as the '''Administrator''' if prompted; # Select the worksheet set from the list and click '''Remove Worksheet Set'''; # Click '''Close''' on the '''Manage Worksheet Sets''' dialogue. === Notes === * When removing a worksheet set, all logins that were assigned this worksheet set will now be allowed access to all reports. <br clear=all /> == Related Topics == * [[Worksheet Sets]] * [[Security]] 6c06dd55e1042970607f30056266de1945daca51 6 803 3250 2016-09-08T06:05:36Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 804 3251 2016-09-08T06:05:50Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 578 3257 2149 2016-09-08T06:39:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink communicates with the MYOB AccountRight Live API to list the data files. == Issues with MYOB Library Location == Some users may experience issues when upgrading MYOB AccountRight Live where the library location is not setup correctly. See [[Setting the MYOB Library Location manually]] for more information. == Issues with MYOB Library Permissions == Some users may experience issues with windows permissions preventing the MYOB data file from being listed. See [[Fixing permission issues with the MYOB Library]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] f3d2b322faded6f9d07d10e28caf2f78601b9eaa 0 805 3258 2016-09-08T06:40:11Z Nic 2 Created page with "== Overview == The MYOB library is typically located in '''C:\Users\Public\Documents\MYOB\My AccountRight Files\'''. Sometimes, windows permissions may prevent the files loc..." wikitext text/x-wiki == Overview == The MYOB library is typically located in '''C:\Users\Public\Documents\MYOB\My AccountRight Files\'''. Sometimes, windows permissions may prevent the files located in that folder from being listed by the MYOB API. == Fixing permission issues with the MYOB Library == To fix permission issues with the MYOB Library, follow these steps. # Login to your windows machine using an administrator account; # Using windows explorer, navigate to the MYOB library (typically C:\Users\Public\Documents\MYOB\); # Right-Click on the '''My AccountRight Files''' and click '''Properties'''; # Select the '''Security''' tab and click '''Advanced'''; # Tick '''Replace all child object permission entries with inheritable permission entries from this object'''; # Click '''OK''' to save the changes; # Click '''Edit''' and ensure that '''SYSTEM''', '''INTERACTIVE''' AND '''SERVICE''' all have Full Control; # Click '''OK''' to save any changes; # Close all dialogues and restart the machine for the changes to take effect. == Related Topics == * [[MYOB data file not present in list when browsing for data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 52bb3566e91d92d8ac2845511899e0405c1a2955 0 94 3264 3218 2016-09-13T04:16:11Z Jeff 1 /* Warnings */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == === Skip Unchanged Data Files on Get Data == ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 82c1efbdc13866195088adc6af4fc39529c6809c 3265 3264 2016-09-13T04:16:28Z Jeff 1 /* = Skip Unchanged Data Files on Get Data */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == === Skip Unchanged Data Files on Get Data === ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 33cab6b39d641c93ff262dcbae2c3e2c4bc7dc15 3266 3265 2016-09-13T04:16:56Z Jeff 1 /* Warnings */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] e0c764e2cb7e166453aa1e21429ab36e80ad347a 0 806 3267 2016-09-13T04:21:08Z Jeff 1 Created page with "== Overview == ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] From the Menu go to 30.Settings/Options and Administration You will see ..." wikitext text/x-wiki == Overview == ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] From the Menu go to 30.Settings/Options and Administration You will see this pop out. Now click on “ Options… “ button at the bottom of the pop out.You will see another pop out. [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] Now click on Get Data from the menu to the left hand side. Un Tick the option “Skip Unchanged Data Files on Get Data” Click save. 6b38a8ae0247d81c9fe1a626c0c38b7f5efba684 3269 3267 2016-09-13T04:23:31Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] From the Menu go to 30.Settings/Options and Administration You will see this pop out. Now click on “ Options… “ button at the bottom of the pop out.You will see another pop out. [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] Now click on Get Data from the menu to the left hand side. Un Tick the option “Skip Unchanged Data Files on Get Data” Click save. d3df4de72037e85aea7cf3df7f4aaa6c19e38f80 3270 3269 2016-09-13T04:25:53Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] * From the Menu go to 30.Settings/Options and Administration You will see the Get Data Options Dialouge. * Now click on “ Options… “ button at the bottom of the pop out.You will see another pop out as below. * Now click on Get Data from the menu to the left hand side. * Untick the option “Skip Unchanged Data Files on Get Data” * Click save. [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] c35f6d21faf9c9a9a8a785d925bd2c3fe6e31d8f 3271 3270 2016-09-13T04:26:41Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] * From the Menu go to 30.Settings/Options and Administration,You will see the Get Data Options Dialogue. * Now click on “ Options… “ button at the bottom of the pop out.You will see another pop out as below. * Now click on Get Data from the menu to the left hand side. * Untick the option “Skip Unchanged Data Files on Get Data” * Click save. [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] d888af5b12e568d3bc09a4db4518cbcbef06bed9 6 807 3268 2016-09-13T04:22:04Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 57 3272 3090 2016-09-14T00:19:54Z Jeff 1 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets From == There are two different ways to import budgets. 1: Import from a [[Importing Budgets from a custom spreadsheet|budget worksheet]] you created 2: Import from a [[From a Budget Template|budget template]] created from within BudgetLink == Related Topics == * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] cb9f0aac685b635cac83372fbf7f844c428fefb1 0 808 3273 2016-09-14T00:20:18Z Jeff 1 Created page with "== Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If..." wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have taken the time of creating your own spreadsheets to devise your [[Budgets]], follow these instructions to import your budget. You will need to ensure that your spread sheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 7d94847eb64a5513d782e11c4b95e4665a2d4215 3275 3273 2016-09-14T01:38:23Z Jeff 1 wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have created a [[Budgets|budget]] in your own Excel Workbook, follow these instructions to import it. You will need to ensure that your Worksheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 190df619cf3d791788fa94fe9638188c3df9f42e 3276 3275 2016-09-14T01:38:49Z Jeff 1 wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have created a [[Budgets|budget]] in your own Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 2d798c71290d68e72db5b912902f13f2229e7852 0 623 3274 2486 2016-09-14T00:20:49Z Jeff 1 Redirected page to [[Importing Budgets from a custom spreadsheet]] wikitext text/x-wiki #REDIRECT [[Importing Budgets from a custom spreadsheet]] 97b9129eec2ad0a6a75b2b330dd40decfd5b99e7 0 117 3277 2889 2016-09-14T03:16:18Z Jeff 1 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]]. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 033095dd35465ff4197504a68b2ba36eb17723f2 0 708 3278 2886 2016-09-14T03:17:45Z Jeff 1 Redirected page to [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine]] 3cda357de71ffd020239f6e851ad070200ba1afb 0 809 3279 2016-09-14T03:17:51Z Jeff 1 Created page with "== Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Local Machine''', please ensure that the following tasks has been done. Perform a ..." wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] a9367250c6b336b7d34f7e260f5153a979b89a4a 0 810 3280 2016-09-14T03:19:04Z Jeff 1 Created page with "== Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manua..." wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 547038502f8b1ef4b7d0a781013784f5a6d43f19 0 710 3281 2887 2016-09-14T03:19:48Z Jeff 1 Redirected page to [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server]] 875f49d93dee8d2ab0e94c3a18711f30d68b473b 0 811 3282 2016-09-14T03:20:40Z Jeff 1 Created page with "== Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Mak..." wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 412b9c64bc7a01cc48a263d102da34021685ab7c 0 712 3283 2888 2016-09-14T03:20:53Z Jeff 1 Redirected page to [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud]] a365334cf3288781b7a5221b769375de64093f0e 0 586 3284 2218 2016-09-14T23:41:12Z Jeff 1 /* Creating a cash flow version from your accruals budget */ wikitext text/x-wiki == Overview == BudgetLink allows you to generate a cash flow forecast report. It does so by converting your '''accruals budget''' into a '''cash budget''' by weighting it with '''cash flow ageing''' data In order to forecast cash flow, you will need to: * Create an accruals budget; * Create a cash flow ageing version to store the ageing percentages for each account; * Create a cash budget from your accruals budget; * Enter cash flow ageing; * Report on your cash flow forecast. == Creating an accruals budget == The accruals budget you create represents the starting numbers from which the cash budget will be created. To create a budget, see [[Entering Budgets]] for more information. == Creating a cash flow ageing version == In order to create a cash flow, a cash flow ageing version must be created to store the ageing percentages for each account. Note that BudgetLink ships with a default cash flow ageing version that is already setup in order to convert your accrual budget to a cash budget. To create a cash flow ageing version see, [[How to create a cash flow ageing version]]. == Creating a cash flow version from your accruals budget == The cash flow version you create represents the link between your accruals budget and your cash flow ageing. Note that BudgetLink ships with a default cash flow version that is already setup in order to convert your accrual budget to a cash budget. To enable the default version of cash flow version see [[How to enable cash flow version]]. To create a cash flow version, see [[How to create a cash flow version]]. == Entering cash flow ageing == The cash flow ageing values you enter represents the ageing or timing breakdown between your accruals budget and your cash budget. In other words, once the accrual numbers occur, how long does it take to go into your bank account. To enter cash flow ageing, see [[How to enter cash flow ageing percentages]]. == Report on your cash flow == Finally, once everything is setup and entered, you can create your cash flow at the click of a button. For more information, see [[How to report on your cash flow]]. == Related Topics == * [[Getting Started Guide]] * [[How To Guides]] [[Category: How To Guides]] b15d468376bf945238e56170bac40c98f13880be 0 812 3285 2016-09-15T00:01:23Z Jeff 1 Created page with "== Overview == To enable the default version of cash flow version follow the below instructions. == How to enable cash flow version== [[File:BudgetLinkMenu.png|300px|thumb|r..." wikitext text/x-wiki == Overview == To enable the default version of cash flow version follow the below instructions. == How to enable cash flow version== [[File:BudgetLinkMenu.png|300px|thumb|right|BudgetLink Menu]] [[File:OptionsandAdministration.png|300px|thumb|right|Options and Administration] [[File:EnableCashFlow.png|300px|thumb|right|Enable Cash Flow Version]] *From the Menu- Go to 30.Settings/Options and Administration *You will receive the a pop out, from here click on "Set User Options" button. *You will receive a pop out, From the menu to the left click on "Versions" *Scroll the bar and tick "Enable Cash Flow Version". *Save and close. *Done df30db63df9c8c013f7d0b2ad77e8ca5391a530f 3286 3285 2016-09-15T00:01:38Z Jeff 1 wikitext text/x-wiki == Overview == To enable the default version of cash flow version follow the below instructions. == How to enable cash flow version== [[File:BudgetLinkMenu.png|300px|thumb|right|BudgetLink Menu]] [[File:OptionsandAdministration.png|300px|thumb|right|Options and Administration]] [[File:EnableCashFlow.png|300px|thumb|right|Enable Cash Flow Version]] *From the Menu- Go to 30.Settings/Options and Administration *You will receive the a pop out, from here click on "Set User Options" button. *You will receive a pop out, From the menu to the left click on "Versions" *Scroll the bar and tick "Enable Cash Flow Version". *Save and close. *Done 9a3564ae9535d78b0dba5ac584d2f5a5b573a08b 6 813 3287 2016-09-15T00:10:47Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 814 3288 2016-09-15T00:11:26Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 815 3289 2016-09-15T00:12:22Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 600 3290 3263 2016-09-15T00:37:21Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\ [[BudgetLink System Folder | System]] \Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/[[BudgetLink System Folder | System]]/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh '''Note:'''When the backs up are taken they get restored with the date time stamp. So that is why the names appear different. == Related Links == [[Update Report Template]] 3334268b8d23b796975d92b07b48df70dc92432f 3291 3290 2016-09-15T00:37:30Z Jeff 1 wikitext text/x-wiki == Overview == In BudgetLink Reports are Excel Workbooks. Upon updating a report, BudgetLink takes a backup of it in the \BudgetLink\ [[BudgetLink System Folder | System]] \Backup\Workbooks folder. This article describes how to restore a Report from a backup. == Procedure == # Open the BudgetLink/[[BudgetLink System Folder | System]]/Backup/Workbooks folder # Locate the Report (Workbook) to restore and copy it # Paste the Report into the '''[[BudgetLink System Folder |System ]]''' folder and replace the report to discard # Return to the Menu and click Refresh '''Note:'''When the backs up are taken they get restored with the date time stamp. So that is why the names appear different. == Related Links == [[Update Report Template]] c3e6361220b94a332298ffa3883e22b78a5aa3fd 0 271 3292 2992 2016-09-15T02:33:22Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance in BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 5c42d9706311d80f7725170c1d130407bcd9c44c 3293 3292 2016-09-15T02:36:15Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] ad60679099d488ab7f9a5665d6dfa73ce0036b0c 3331 3293 2016-10-11T01:35:13Z Jeff 1 /* Versions */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] bd68cfe4d054988cae60b6093a668f585f69ea54 0 816 3294 2016-09-15T02:40:12Z Jeff 1 Created page with "==Overview== If you have multiple clients and you will need to create another instance of BudgetLink please follow the below instructions. ==Procedure== *Locate the [[Budget..." wikitext text/x-wiki ==Overview== If you have multiple clients and you will need to create another instance of BudgetLink please follow the below instructions. ==Procedure== *Locate the [[BudgetLink Folder]]; *Copy and paste the folder to the new location; *Rename the Folder with the client name , this makes it easy to differentiate; Done. dd8d86fef6bdb0e21d1808bab7a0a2631d4cc55c 3295 3294 2016-09-15T02:41:38Z Jeff 1 wikitext text/x-wiki ==Overview== If you have multiple clients and you will need to create another instance of BudgetLink please follow the below instructions. ==Procedure== *Locate the [[BudgetLink Folder]]; *Copy and paste the folder to the new location; *Rename the Folder with the client name , this makes it easy to differentiate; *Done. dc4788e21a17ddb8f9d6a5a474814627f7b71d02 3296 3295 2016-09-15T02:46:07Z Jeff 1 wikitext text/x-wiki ==Overview== If you have multiple clients and you will need to create another instance of BudgetLink please follow the below instructions. ==Procedure== *Locate the [[BudgetLink Folder]]; *Copy and paste the folder to the new location; *Rename the Folder with the client name to differentiate from the previous copy; *Done. e2afc419f901ae27b52e6effa641448384076448 3297 3296 2016-09-15T03:02:36Z Jeff 1 wikitext text/x-wiki ==Overview== If you have multiple clients and you wish to use BudgetLink for each of them then you can do this by creating a separate instance(copy) of BudgetLink for each client. To do so please follow the instructions below. ==Prerequisite== An existing licensed installation of BudgetLink. ==Procedure== *Locate the [[BudgetLink Folder]] in the existing installation; *Copy and paste the folder to a new location; *Rename the BudgetLink folder to include the client name, ie ClientName-BudgetLink v2016.8.2.184 To differentiate from the previous copy; *Done. 37af4ebe19d94989070ba1041982894c82558523 3298 3297 2016-09-15T03:03:53Z Jeff 1 wikitext text/x-wiki ==Overview== If you have multiple clients and you wish to use BudgetLink for each of them then you can do this by creating a separate instance(copy) of BudgetLink for each client. To do so please follow the instructions below. ==Prerequisite== An existing licensed installation of BudgetLink. ==Procedure== *Locate the [[BudgetLink Folder]] in the existing installation; *Copy and paste the folder to a new location; *Rename the BudgetLink folder to include the client name, i.e.ClientName-BudgetLink v2016.8.2.184 To differentiate from the previous copy; *Done. cf02614f3db028b2057eb1dbe4a36d67b3abe361 0 465 3299 2367 2016-09-15T03:52:40Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live; === Note === The existing data file connection stores all budgets and settings relating to that data file so make sure that you only edit it to change the Data File Type and don't delete it ff3739540ca0b372e5ef1cb5b2535851733c5299 3300 3299 2016-09-15T03:55:35Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. The impact is that when updating the data file connection to point to the MYOB AccountRight Live data file you must also select the new connection type being MYOB AccountRight Live as opposed to MYOB AccountRight Classic. The other impact is that the existing version of BudgetLink may not be compatible with the latest version MYOB AccountRight Live and so you may need to Upgrade BudgetLink before you can connect to the new MYOB data file == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live; === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 6a490d2009e8203fefd2acaa71902a73f559fa42 0 806 3301 3271 2016-09-15T04:55:39Z Nic 2 wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] * From the '''Menu''', select '''30.Settings''' then '''Options and Administration'''; * Click '''Set User Options'''; * Select '''Get Data''' from the list on the left hand side; * Tick or Untick the option '''Skip Unchanged Data Files on Get Data'''; * Click '''Save'''; * Click '''Close'''. 5db0b6a0a53c5e58b994085f55da7ac2e1dba17e 3302 3301 2016-09-18T23:25:29Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] * Start BudgetLink and go to the Menu; * From the '''Menu''', select '''30.Settings''' then '''Options and Administration'''; * Click '''Set User Options'''; * Select '''Get Data''' from the list on the left hand side; * Tick or Untick the option '''Skip Unchanged Data Files on Get Data'''; * Click '''Save'''; * Click '''Close'''. 462a7b22a93ccda03552831337246cb7aa44bc19 0 177 3303 2645 2016-09-19T01:17:00Z Jeff 1 /* New Installation */ wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the Setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] * [[How to find your BudgetLink Version]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e5379d4836b540565e71bba21d29d70667104faa 0 817 3304 2016-09-19T01:21:31Z Jeff 1 Created page with "== Overview == Follow the below process to find out your BudgetLink version number. ==Procedure== [[File:BudgetLinkHelpMenu.png|300px|thumb|right|Menu]] [[File:BudgetLinkAbou..." wikitext text/x-wiki == Overview == Follow the below process to find out your BudgetLink version number. ==Procedure== [[File:BudgetLinkHelpMenu.png|300px|thumb|right|Menu]] [[File:BudgetLinkAbout.png|300px|thumb|right|Version number]] * Start BudgetLink and go to the Menu; * From the BudgetLink menu, go to 35.Help/About. * Then you will see the page with version number on it. You can either take a screen shot or copy paste into an email if requested. cd58436eca347dfc0aa4cc4287d2400d3459b277 3307 3304 2016-09-19T01:23:41Z Jeff 1 wikitext text/x-wiki == Overview == Follow the below process to find out your BudgetLink version number. ==Procedure== [[File:BudgetLinkHelpMenu.png|300px|thumb|right|Menu]] [[File:BudgetLinkAbout.png|300px|thumb|right|Version number]] * Start BudgetLink and go to the Menu; * From the BudgetLink menu, go to 35.Help/About. * Then you will see the page with version number on it. You can either take a screen shot or copy paste into an email if requested. 0c706f467afcf92ac8f6c40fccfa7a03d957ef75 6 818 3305 2016-09-19T01:22:48Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 819 3306 2016-09-19T01:23:24Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 3308 3233 2016-09-20T04:03:22Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.9.1.186]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 70bdc406f3585c30c0d40a801b4dbe2c0bc9d06e 3309 3308 2016-09-20T04:03:38Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.9.2.186]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 791ac23302fcd13c6bd6194a286934a427e943b8 3313 3309 2016-10-03T22:26:39Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.10.1.187]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d48cc4b42ed4d7b1c1fd62fa226c2d3409caf7c5 0 204 3310 3234 2016-09-20T04:03:44Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ca30278ee2d6bb73c3da7be574ca03af1d80e26c 3314 3310 2016-10-03T22:26:53Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1bb11414afe13bd6ef58a2b9bf40575e4e90ddf9 0 820 3311 2016-09-20T04:06:32Z Nic 2 Created page with "BudgetLink v2016.9.2.186 was released on 20/09/2016 and focused on improving the Cash Version and drilldown. == Enhancements == '''Cash Version''' * Enhanced Cash version of..." wikitext text/x-wiki BudgetLink v2016.9.2.186 was released on 20/09/2016 and focused on improving the Cash Version and drilldown. == Enhancements == '''Cash Version''' * Enhanced Cash version of MYOB Classic to include additional fields. '''Drilldown''' * Enhanced drilldown to show additional columns if available (Cards, Customers, Suppliers) * Enhanced drilldown to show currency converted figures. * Enhanced drilldownt to allow multiple selections of accounts. * Enhanced drilldown to use QUERY instead of FILTER approach to filter the data. * Enhanced drilldown to support account hierarchies. '''Filters''' * Enhanced account selection to be based on company and account hierarchy selected. * Enhanced job and category selection to be based on company. '''Miscellaneous''' * Fixed bug with ""do not show again"" when backing up databases so that option is stored correctly. * Disabling data files will prevent software from skipping data file when re-enabled. * Added check for available disk space at startup again. * Adding accounts to account hierarchies will always recalculate them correctly. == Related Topics == * [[BudgetLink version archive]] 6445088e4b7d087fbabf1ccfc9872977ed9adf9c 0 407 3312 1614 2016-09-25T23:24:06Z Jeff 1 wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * The benefits are that the Get data speed is faster as less data is being pulled. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] d6caca9d68ff4369451a104242b3f480300ebb45 3323 3312 2016-10-07T01:07:45Z Jeff 1 wikitext text/x-wiki === Notes === * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * The benefits are that the Get data speed is faster as less data is being pulled. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer BudgetLink Pro edition allows to have 10 instances and Ultimate edition unlimited instances. You cannot have multiple instances in Free and Standard editions. === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] 90c0ac88ec1e9c01fff0907a025fc2e0fba708ec 3324 3323 2016-10-07T01:12:03Z Jeff 1 wikitext text/x-wiki === Overview=== * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * The benefits are that the Get data speed is faster as less data is being pulled. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer ===Note=== '''BudgetLink Pro edition allows to have 10 instances and Ultimate edition unlimited instances.''' '''You cannot have multiple instances in Free and Standard editions.''' === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] f73c7209215b5e6e53756d860ec0ebd20abf2092 3325 3324 2016-10-07T01:12:20Z Jeff 1 wikitext text/x-wiki === Overview=== * If you have multiple accounting data files and you want to report each of the separately without consolidating them, then we advise that you set-up a separate instance of BudgetLink and configure each data file connection to point to a different data file * A separate instance is effectively a copy of the BudgetLink folder with a different folder name. Each copy can then be configured separately. * The benefits are that the Get data speed is faster as less data is being pulled. * Your BudgetLink license grants you unlimited BudgetLink instances on the one computer ===Note=== BudgetLink Pro edition allows to have 10 instances and Ultimate edition unlimited instances. You cannot have multiple instances in Free and Standard editions. === Related === [[Installing BudgetLink]] [[Choose the folder to install BudgetLink]] cac7092623a14f9a42bc9fb294569b76348db286 0 821 3315 2016-10-03T22:28:26Z Nic 2 Created page with "BudgetLink v2016.10.1.187 was released on 04/10/2016. == Enhancements == '''Budget''' * Fixed issue with Budget Import to ensure it activates the workbook and worksheets for..." wikitext text/x-wiki BudgetLink v2016.10.1.187 was released on 04/10/2016. == Enhancements == '''Budget''' * Fixed issue with Budget Import to ensure it activates the workbook and worksheets for Excel 2013 and 2016. * Enhanced budget entry to allow user to review consolidated company or company group budgets. * Enhanced budgetlink dialogues to prompt to enable/disable budget versions if above the count. '''Reports''' * Fixed issue with job level filter to be list and not combo list. '''MYOB AccountRight Live''' * Implemented fix for quotes and orders for MYOB Live. '''Miscellaneous''' * Enhanced menu to not refresh on enter/navigate if developer mode enabled. * Implemented fix to alternate financial year. Had to move YTD algorithm earlier. * Implemented fix to alternate financial year to correctly calculate for 0 opening balances. * Added AccountSign function to return the sign (Cr, Dr) of an account. == Related Topics == * [[BudgetLink version archive]] 781ff70ed2d6dc3af6a90935e08bfe8e62ee334b 0 808 3316 3276 2016-10-03T23:30:39Z Jeff 1 wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have created a [[Budgets|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 8fdaf28f3bc61d1f17529f51fa0f91842a94b448 0 84 3317 1363 2016-10-04T06:46:50Z Jeff 1 /* How to publish reports */ wikitext text/x-wiki == Overview == Publishing a report will create a copy of the report in a new Excel workbook. This copy will contain the data based on the selected parameters but will not be linked to BudgetLink or MYOB. The workbook can then be saved and sent to managers or board members without them requiring access to BudgetLink. == How to publish reports == [[File:PublishDialogue.png|300px|thumb|right|Publish Dialogue]] To publish a report, follow these steps. # Click the '''Publish''' button; # Select the reports you wish to publish. By default the current report will be selected; # Tick the '''Include Menu''' checkbox if you wish to include a menu in the published workbook; # Tick the '''Prompt for Jobs Selection''' checkbox if you wish to include multiple copies of this report for multiple jobs; # Tick the '''Prompt for Categories Selection''' checkbox if you wish to include multiple copies of this report for multiple categories; # Click OK; # If you ticked the '''Prompt for Jobs Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # If you ticked the '''Prompt for Categories Selection''' checkbox, tick each job you wish to create a report for and click '''OK'''; # Wait for the reports to be generated, then click '''OK'''. === Notes === * If you clicked Publish from the Menu, all of the reports within that section will be selected. * You can publish a report to an existing workbook by using the Select workbook to publish to dropdown. == Related Topics == * [[Publish]] * [[Customising Reports]] [[Category:Getting Started Guide]] [[Category:How To Guides]] bcb85b97b2f1256c1e3784c5e396437ac2619241 0 139 3318 544 2016-10-06T00:53:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # Start '''BudgetLink''' and login as the '''Administrator''' # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * We recommend you change the password of the '''Administrator''' login. * If you have forgotten the '''Administrator''' password, [contact Accounting Addons | http://accountingaddons.com.au/contact-us]. <br clear=all> == Related Topics == * [[Security]] 4883132e83e9e9402240d9941d8912b789aa61e6 3319 3318 2016-10-06T00:53:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # Start '''BudgetLink''' and login as the '''Administrator''' # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * We recommend you change the password of the '''Administrator''' login. * If you have forgotten the '''Administrator''' password, [contact Accounting Addons http://accountingaddons.com.au/contact-us]. <br clear=all> == Related Topics == * [[Security]] c8519452880cfde5ac527ca22c495fe82cd6d733 3320 3319 2016-10-06T00:53:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # Start '''BudgetLink''' and login as the '''Administrator''' # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * We recommend you change the password of the '''Administrator''' login. * If you have forgotten the '''Administrator''' password, [[contact Accounting Addons http://accountingaddons.com.au/contact-us]]. <br clear=all> == Related Topics == * [[Security]] cc31ced3d39a13b92967ef2889c5bf4d80a527aa 3321 3320 2016-10-06T00:54:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # Start '''BudgetLink''' and login as the '''Administrator''' # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * We recommend you change the password of the '''Administrator''' login. * If you have forgotten the '''Administrator''' password, [http://accountingaddons.com.au/contact-us contact Accounting Addons]. <br clear=all> == Related Topics == * [[Security]] a2e868b545d21b80f5ba7a69895f630fd40b2b17 3322 3321 2016-10-06T00:55:29Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Security|security logins]] which prevents users from running BudgetLink. The administrator has the ability to change the password of any login. == Changing the password of a login == [[File:ManageSecurityLogins.png|300px|thumb|right|Manage Security Logins dialogue.]] [[File:EditSecurityLogin.png|300px|thumb|right|Edit Security Login dialogue.]] To change the password of a login, follow these steps. # Start '''BudgetLink''' and login as the '''Administrator'''; # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Security''' item in the menu; # Click on the '''Manage Security''' button; # Select a login and click on the '''Edit Login''' button on the '''Manage Security Logins''' dialogue; # On the '''Password''' tab, click the '''Set Password''' checkbox; # Enter the '''Password''' and '''Confirm''' it; # Click '''OK''' to save your changes to the login; # Click '''Close''' on the '''Manage Security Logins''' dialogue. === Notes === * We recommend you change the password of the '''Administrator''' login. * If you have forgotten the '''Administrator''' password, [http://accountingaddons.com.au/contact-us contact Accounting Addons]. <br clear=all> == Related Topics == * [[Security]] bffcdab1a0c642673bdf1042aeb9888fc062f820 0 178 3326 2430 2016-10-07T02:03:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settings'' and # Click on '''Options and Administration'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] c252143ce1ccb2277f7627e2615b0139c9d0af43 0 618 3327 2826 2016-10-11T01:05:03Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''MYOB Job Budget''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to set the MYOB Job Budget year and month]] [[Category:How To Guides]] acc25ab8399a9a0ad36e1fbe03cb5956babbdb63 0 822 3328 2016-10-11T01:30:03Z Jeff 1 Created page with "==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by a..." wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the month. #Click Save button; #Close; 7efa331995fc3d40ee1412fe5d7d1ece24ef593f 3329 3328 2016-10-11T01:31:03Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the month. #Click Save button; #Close; c4d537b1efa75113d441f54066779854617e2ad6 3332 3329 2016-10-11T01:38:51Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; 3c9d1971641a061cbbf3c7e16801a67e26ddcfd4 3333 3332 2016-10-11T01:39:46Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 3432b37cfc8893957de98613480f11db764adb4f 3334 3333 2016-10-11T01:40:19Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] bd3c9d949fa3542442c458947961583628f068c7 6 823 3330 2016-10-11T01:32:24Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 822 3335 3334 2016-10-11T01:40:36Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB allows to captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 1c4e8b4bfb8ec8f50eef488ad6894bbc188f8a3a 3336 3335 2016-10-11T01:41:34Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month to mention. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 7f3a6814812284d66f802bb1a47089152b031264 3337 3336 2016-10-11T02:19:58Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. Whereas BudgetLink allows you to consume that job budget data. It does so by allocating it to a year/month. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 5e8c3a5110ec1f8c57be351f0f30bd5a1e68dc1b 3338 3337 2016-10-11T02:21:31Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 1c60c1671ab8c6bcad6a7293a8cb38cbf1fb5468 3339 3338 2016-10-11T02:24:56Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the right, tick '''Enable Data File Job Budget for Inactive Jobs'''; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 663d04a804e890c716fe55e745b40a6bd2121c94 3340 3339 2016-10-11T02:26:11Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year. This is will show '''Current''' MYOB financial year by default; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] fc5af14aa59097cf8f2862d4ec8fd1ac9838c658 3341 3340 2016-10-11T02:27:06Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year that the MYOB job budget get allocated to; # Click the dropdown '''split''' to select the period(month) for MYOB data files. #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 67f61072f0339a9d2521aad46578279cb77bb19b 3342 3341 2016-10-11T02:29:20Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year that the MYOB job budget get allocated to; # Click the drop down '''split''' to evenly spread Job budget evenly across a period(month); #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 61fbbb8aa94e83eb547a56311faf85cae42ce82f 3343 3342 2016-10-11T02:30:03Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year that the MYOB job budget get allocated to; # Click the drop down '''Split''' to evenly spread Job budget evenly across a period(month); #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 4e957b1da87226b99fc9c545fb574ae23bdd369a 3344 3343 2016-10-11T02:41:41Z Jeff 1 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options and Administration'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year that the MYOB job budget get allocated to; # At the Use period for MYOB data files click the drop down '''Split''' to evenly spread Job budget evenly across a period(month); #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 8683e63648ca98b2f3515774e0ea0a3a55c7dc71 0 1 3345 3313 2016-10-11T04:49:15Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.10.2.188]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7797aa5865f88950dd29750041cd220520c31360 3351 3345 2016-10-17T05:31:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.10.3.189]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ de9fb2260d0a7d74ae6f3e0dacf8ffeb1cdbf9a2 3382 3351 2016-10-31T03:20:07Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.10.4.190]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ bf445a7390094955eb14f788c232b6d16fe8d7b6 0 204 3346 3314 2016-10-11T04:49:28Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 fd335fe09e9204dcd149cbb0d84c13690f444d34 3352 3346 2016-10-17T05:31:34Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f53324f184b7f366ece23d73cf42094d98aa7be4 3383 3352 2016-10-31T03:20:20Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 988807b35bdf8eedb23ef6eda02adbcad0b23329 0 824 3347 2016-10-11T04:50:32Z Nic 2 Created page with "BudgetLink v2016.10.2.188 was released on 11/10/2016. == Enhancements == '''Get Data''' * Improved performance when retrieving budgets data. * Removed consolidated year whic..." wikitext text/x-wiki BudgetLink v2016.10.2.188 was released on 11/10/2016. == Enhancements == '''Get Data''' * Improved performance when retrieving budgets data. * Removed consolidated year which negatively impacted performance and is generally not used. == Related Topics == * [[BudgetLink version archive]] 62fb22cc0c15e5ee53dbc06288a16bdcf4e6ce07 0 55 3348 2747 2016-10-13T09:57:43Z Jeff 1 wikitext text/x-wiki == Overview == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Screen]] BudgetLink's budgeting capabilities allows you capture budgets against many dimensions: [[Financial Years]], [[Periods]], [[Accounts]], [[Jobs]] and [[Categories]]. To enter budgets, follow these instructions. # From the menu, click on '''20. Budget Entry'''; # Click on '''P&L Budget Entry''' to display the Profit and Loss Budget Entry worksheet (or '''BS Budget Entry''' to display the Balance Sheet Budget Entry worksheet); # Click on the '''Customise''' button and make your selection in the dialogue box that appears; # Once you have made all of your selections, click '''OK''' and the Budget Entry sheet will be refreshed; # Enter or edit your budget amounts for each account for each month. You do not need to save anything. As soon as the values are entered, they will be written to the database. === Notes === * If the cells show up and yellow that means all the inputs are at the detail level and you can edit the numbers. If they show up as white then it indicates that one of the dimensions includes a header and the numbers cannot be edited at that level * If you have already captured budgets they will appear in the budget entry screen and can be edited directly * You can enter yearly amounts for each account in the Annual column. Annual amounts will automatically be split evenly across all months in the financial year and the total will appear in the Year column. * It is recommended that you use Budget as the version for your main budget. If required, you can [[Creating a New Budget|create]] additional budget versions for the given financial year. == How to Guides == * [[Using Source Values to Build Budgets]] * [[Adjusting Budgets]] == Related Topics == * [[Creating a New Budget|How to create additional budget versions (Ultimate Edition Only)]] * [[Importing Budgets|How to import Budgets]] * [[Exporting Budget Data|How to export data ready to import into MYOB]] 754d0919c98a4041f1d5beefef55bd988d9570d1 0 542 3349 3194 2016-10-14T03:44:52Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 2558058af6603a3516d0f6be5cc406a9dc752185 0 825 3350 2016-10-14T03:45:18Z Jeff 1 Created page with "This error typically indicates that either the data file path has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live..." wikitext text/x-wiki This error typically indicates that either the data file path has not been entered when first setting up the connection. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] a82cb8e8071f2717b411d9707c89b0814ad4c570 0 826 3353 2016-10-17T05:33:11Z Nic 2 Created page with "BudgetLink v2016.10.3.189 was released on 17/10/2016. == Enhancements == '''Budget Import''' * Enhanced budget import to ensure Auto-Calculation is turned off prior to Budge..." wikitext text/x-wiki BudgetLink v2016.10.3.189 was released on 17/10/2016. == Enhancements == '''Budget Import''' * Enhanced budget import to ensure Auto-Calculation is turned off prior to Budget Import. '''Versions''' * Added Timesheet Hours version for MYOB AccountRight Classic. '''Get Data''' * Enhanced archive routine to preload data from archived data file interface in order to be upgradable. * Enhanced upgrade to transfer archived data file interface to new installation. '''Licensing''' * Added Advanced Publish to Standard Edition. * Added Layout to Standard Edition. '''Miscellaneous''' * Enhanced filters to allow enabling Last Year Version when selecting. * Moved AddonsLink.Outline code into AddonsLink.Format to reduce memory usage. * Moved AddonsLink.AutoExpand code into AddonsLink.Format to reduce memory usage. * Moved AddonsLink.Sort code into AddonsLink.Format to reduce memory usage. * Moved AddonsLink.Hyperlinks code into AddonsLink.Format to reduce memory usage. == Related Topics == * [[BudgetLink version archive]] ceb5dc14b6e89fb5f3e4da7113af29c66c7e1d01 0 37 3354 3110 2016-10-20T02:19:02Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. === Note === Note that there are some options that are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the Filters on the left and change values on the right; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] * [[How to change the Variance Type of Expenses to represent the impact of the variance]] 30a616adc596143e5cdd62eb6b3625f359906591 3355 3354 2016-10-20T02:23:43Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[File:Customise_Dialogue.png|300px|thumb|right|Customise Dialogue]] Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include [[Companies]], [[Jobs]], [[Financial Years]], [[Periods]], and [[Versions]]. The various parameters are grouped into different sections. '''Filters''' stores all parameters that control what the report displays. '''Options''' stores all parameters that enable/disable or change the behaviour of the report. The list of parameters available varies for each report. The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right. === Note === Note that there are some options that are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. <br clear=all> == How to Customise Reports == To customise a report, follow these steps. # Click on the '''Customise''' button; # Select the Filters on the left and change values on the right; # Click '''OK''' and view your report. == Notes == * BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied. == Related Topics == * [[Customise the Customise Form]] * [[Reports]] * [[How to add subtotals]] * [[How to change the Variance Type of Expenses]] f40bbee56a519ccbbb52c69eec50451935cebbb6 0 827 3356 2016-10-20T02:45:15Z Jeff 1 Created page with "==Overview== The change if Variance type is to represent the impact of the variance. ==Procedure== To chnage the variance type of expenses please follow the below instructi..." wikitext text/x-wiki ==Overview== The change if Variance type is to represent the impact of the variance. ==Procedure== To chnage the variance type of expenses please follow the below instructions. # Start BudgetLink; # From the Menu go to '''12.Profit and Loss Reports''' / '''Budget Analysis'''; # Click Customise button; # From the '''Customise Budget Analysis''' dialogue menu. Click on '''Variance $ type:'''; # Now select '''Impact''' or '''Standard''' '''NOTE''' Impact : Standard: ==Related Topics== 318d260536dbb599f70975536ea74b9d1509b701 3357 3356 2016-10-20T02:46:27Z Jeff 1 /* Related Topics */ wikitext text/x-wiki ==Overview== The change if Variance type is to represent the impact of the variance. ==Procedure== To chnage the variance type of expenses please follow the below instructions. # Start BudgetLink; # From the Menu go to '''12.Profit and Loss Reports''' / '''Budget Analysis'''; # Click Customise button; # From the '''Customise Budget Analysis''' dialogue menu. Click on '''Variance $ type:'''; # Now select '''Impact''' or '''Standard''' '''NOTE''' Impact : Standard: ==Related Topics== *[[Customising Reports]] 55a90eb133baa4efbdc7e20233d9396b305f0364 3359 3357 2016-10-20T02:58:03Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The change if Variance type is to represent the impact of the variance. ==Procedure== [[File:Change Variance Type.png|300px|thumb|right|Change Variance Type]] To chnage the variance type of expenses please follow the below instructions. # Start BudgetLink; # From the Menu go to '''12.Profit and Loss Reports''' / '''Budget Analysis'''; # Click Customise button; # From the '''Customise Budget Analysis''' dialogue menu. Click on '''Variance $ type:'''; # Now select '''Impact''' or '''Standard''' '''NOTE''' Impact : Standard: ==Related Topics== *[[Customising Reports]] eabbc30650d418d40fb9736cb31c1112f25126dd 3361 3359 2016-10-20T22:01:17Z Jeff 1 wikitext text/x-wiki ==Overview== The change if Variance type is to represent the impact of the variance. ==Procedure== [[File:Change Variance Type.png|300px|thumb|right|Change Variance Type]] To chnage the variance type of expenses please follow the below instructions. # Start BudgetLink; # From the Menu go to '''12.Profit and Loss Reports''' / '''Budget Analysis'''; # Click Customise button; # From the '''Customise Budget Analysis''' dialogue menu. Click on '''Variance $ type:'''; # Now select '''Impact''' or '''Standard''' '''NOTE''' Impact : Standard: <br clear=all /> ==Related Topics== *[[Customising Reports]] 92d7f7b999be8ac8256a39dd2aa8c3f0427a2cfd 0 272 3358 3122 2016-10-20T02:50:40Z Jeff 1 /* Other Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] da909ff67cb7287aebc06246bd62b10e3123fcec 3377 3358 2016-10-28T01:15:42Z Jeff 1 /* Advanced Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Archiving]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] d87aea5732496a92feb328f7214318391b5067cd 6 828 3360 2016-10-20T22:00:31Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 829 3362 2016-10-20T22:34:19Z Nic 2 Created page with "== Overview == The '''AddonsLink Lists.xlsm''' file controls what appears in the filters when clicking the '''Customise''' button. When it is corrupt, the drop downs will a..." wikitext text/x-wiki == Overview == The '''AddonsLink Lists.xlsm''' file controls what appears in the filters when clicking the '''Customise''' button. When it is corrupt, the drop downs will appear blank and runtime error 13 may occur. == How to restore a corrupt AddonsLink Lists file == To restore a corrupt AddonsLink Lists file, follow these steps. # Close '''BudgetLink'''; # Open the folder where Budgetlink was installed; # Open the '''\System\Products\System\''' folder inside the BudgetLink folder; # Copy the '''AddonsLink Lists.xlsm''' file from that folder; # Paste into the '''\System\''' folder inside of the BudgetLink folder; # Start BudgetLink, run a Get Data and confirm the filters are working. == Related Topics == * [Troubleshooting] 8799b9e5d6834957dcae1011403d42a7a729a324 3363 3362 2016-10-20T22:34:30Z Nic 2 wikitext text/x-wiki == Overview == The '''AddonsLink Lists.xlsm''' file controls what appears in the filters when clicking the '''Customise''' button. When it is corrupt, the drop downs will appear blank and runtime error 13 may occur. == How to restore a corrupt AddonsLink Lists file == To restore a corrupt AddonsLink Lists file, follow these steps. # Close '''BudgetLink'''; # Open the folder where Budgetlink was installed; # Open the '''\System\Products\System\''' folder inside the BudgetLink folder; # Copy the '''AddonsLink Lists.xlsm''' file from that folder; # Paste into the '''\System\''' folder inside of the BudgetLink folder; # Start BudgetLink, run a Get Data and confirm the filters are working. == Related Topics == * [[Troubleshooting]] 51de80f3ae13c9f1f8ddb44cac0164771c1738a9 3364 3363 2016-10-20T22:34:58Z Nic 2 wikitext text/x-wiki == Overview == The '''AddonsLink Lists.xlsm''' file controls what appears in the filters when clicking the '''Customise''' button. When it is corrupt, the drop downs will appear blank and runtime error 13 may occur. == How to restore a corrupt AddonsLink Lists file == To restore a corrupt AddonsLink Lists file, follow these steps. # Close '''BudgetLink'''; # Open the folder where Budgetlink was installed; # Open the '''\System\Products\System\''' folder inside the BudgetLink folder; # Copy the '''AddonsLink Lists.xlsm''' file from that folder; # Paste into the '''\System\''' folder inside of the BudgetLink folder; # Start BudgetLink, run a Get Data and confirm the filters are working. == Related Topics == * [[Troubleshooting]] * [[Troubleshooting Report Problems]] [[Category:Troubleshooting]] eb6d51eff07677cf917f83a0e6aca034ce578e5b 0 216 3365 2830 2016-10-20T22:36:12Z Nic 2 wikitext text/x-wiki == Stability Issues == If you experiencing cryptic messages when using reports, it may be due to memory. For more information see, [[Memory Related Issues]]. == Customise Issues == If you the filters appear blank when customising reports, the AddonsLink Lists file may be corrupt. See [[How to restore a corrupt AddonsLink Lists file]] for further information. == Display Issues == If you experience display issues when using reports, consult the following guides. * [[Rows and columns are not displaying correctly in Excel]] == Balance Sheet Issues == * [[Balance sheet values are incorrect due to future dated transactions]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Opening reports is slow on my machine]] * [[Inserting subtotals is slow in Excel 2013]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 7b6e04c2ad9eb8b237522dbf8ec986c8200daa57 0 94 3366 3266 2016-10-24T00:13:43Z Jeff 1 /* Folder Related Issues */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b85774ed8b665d0f752df5188e8d0d14f67340af 3367 3366 2016-10-24T00:13:57Z Jeff 1 /* Folder Related Issues */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 6aa4bb0d332ac02d9215f13d82d2c68910ec25ba 0 830 3368 2016-10-24T00:15:03Z Jeff 1 Created page with "== Overview == The Get Data process uses a temp folder to store and process the data downloaded from your Accounting Package. BudgetLink provide the ability to chose where t..." wikitext text/x-wiki == Overview == The Get Data process uses a temp folder to store and process the data downloaded from your Accounting Package. BudgetLink provide the ability to chose where this temp folder is located. == How to choose a different temp folder == To choose a different temp folder, follow these steps. # Start BudgetLink and cancel all the prompts displayed at started; # From the '''Menu''', select '''30. Settings''' then '''Options and Administration'''; # Click the '''Set User Options''' button; # Select '''Get Data''' from the list on the right hand-side # Select a different '''Copy Locally Method'''; # If using '''Copy to nominated folder''', click the '''Browse''' button and select the folder that will be used; # Click '''Save''' and '''Close''' the dialogue. === Notes === * '''Let the application decide''' is the recommended settings. * '''Copy to system local data files folder''' will force BudgetLink to use the '''\System\Local Data Files\''' folder inside where BudgetLink is installed. * '''Copy to local hard drive''' will force BudgetLink to use the '''C:\Temp\BudgetLink\''' folder. * '''Copy to nominated folder''' will force BudgetLink to use the folder you choose. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] a639b06591d34c29bc6aa5e766a5a00b9e80b191 0 793 3369 3214 2016-10-24T02:13:40Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine. Upon Sharing the [Budgetlink folder | folder]]. Run BudgetLink.exe This is will install the BudgetLink solution 554a88d80af303225f7db784b3f532b6fd2742e5 3370 3369 2016-10-24T02:13:53Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine. Upon Sharing the [[Budgetlink folder | folder]]. Run BudgetLink.exe This is will install the BudgetLink solution b4b6ad13702026f6c65a686d7caedb50c5fd7bea 3371 3370 2016-10-24T02:14:18Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine. Upon Sharing the [[BudgetLink Folder| folder]]. Run BudgetLink.exe This is will install the BudgetLink solution de8ee0ddde56ccc27731cc9cec22abf80f1ae470 3372 3371 2016-10-24T02:14:31Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine. Upon Sharing the [[BudgetLink Folder| folder]] run BudgetLink.exe This is will install the BudgetLink solution f8f72823b06fb722c3bfd5cef8f750066b9704b2 3373 3372 2016-10-24T02:19:29Z Jeff 1 wikitext text/x-wiki To share BudgetLink on the server with other multiple users you will need to '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for '''[[BudgetLink Folder]]''' and the C:/Temp/BudgetLink folder of your local machine. Upon Sharing the [[BudgetLink Folder| folder]] run BudgetLink.exe to setup. Upon first use the setup wizard will appear and will prompt to create a trusted location and add a shortcut to the desktop. c5de49782c4ccb7f8d7b164f4b2c7403109a7bfb 6 515 3374 1878 2016-10-27T01:06:37Z Jeff 1 Jeff uploaded a new version of &quot;[[File:EditAccountHierarchy.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 3375 3331 2016-10-27T21:59:20Z Jeff 1 /* Set-up */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] 0f5f11446913a6192e90f778caeffca8ba92edc9 0 831 3376 2016-10-27T21:59:57Z Jeff 1 Created page with "==Overview== Follow the below procedure to uninstall BudgetLink. ==Procedure== [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] * First locate your [[B..." wikitext text/x-wiki ==Overview== Follow the below procedure to uninstall BudgetLink. ==Procedure== [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] * First locate your [[BudgetLink Folder]] and delete it.(The BudgetLink folder will be in C drive by default.); * Delete the shortcut on the desktop as well which looks as shown the image. 6dd3f57922ed40edcd173850cd1f4a84b24925a9 0 832 3378 2016-10-28T01:24:25Z Jeff 1 Created page with "==Overview== Archiving in BudgetLink solution is only available for MYOB Classic(v19) users. ==Procedure== You can either setup during uploading the data file or any time l..." wikitext text/x-wiki ==Overview== Archiving in BudgetLink solution is only available for MYOB Classic(v19) users. ==Procedure== You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the Sales Pivot solution menu Go to 30.Settings/Data File. * Click on Manage Data Files button. * Now from the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the drop down. You will see the below options. Archive and retain historical data recorded prior to a FIXED DATE. Archive and retain historical data recorded prior to the LOCKED PERIOD DATE. Archive and retain historical data recorded prior to the PURGE DATE. * Select the option you will require and click OK. Done. c097ed222e4bd4e841c586f9d32f5b5adcbe2372 3379 3378 2016-10-28T02:11:02Z Jeff 1 wikitext text/x-wiki ==Overview== Archiving in BudgetLink solution is only available for MYOB Classic(v19) users. ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the Sales Pivot solution menu Go to 30.Settings/Data File. * Click on Manage Data Files button. * Now from the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== 9ad28500981f09ba2ff8716f29b48b334a4e296f 6 833 3380 2016-10-28T02:11:16Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 834 3381 2016-10-28T02:11:54Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 835 3384 2016-10-31T03:21:48Z Nic 2 Created page with "BudgetLink v2016.10.4.190 was released on 31/10/2016. == Enhancements == '''MYOB AccountRight Live''' * Fixed runtime error when browsing for MYOB AccountRight Live data fil..." wikitext text/x-wiki BudgetLink v2016.10.4.190 was released on 31/10/2016. == Enhancements == '''MYOB AccountRight Live''' * Fixed runtime error when browsing for MYOB AccountRight Live data file and clicking OK without selecting a file. '''Cash Flow Report''' * Cash Flow report now has selectable bank accounts. * Cash Flow report can now run on 12 or 24 month basis. * Cash Flow report can now select starting period and year. * Multi-Company cash flow report to allow selection of bank accounts. * Enhanced filters to include (All Bank Accounts) selection. * Enhanced filters for BankAccountsList data validation. '''Miscellaneous''' * Fixed bug when testing data file and invalid path to ensure messages always display. * Fixed auto-upload to always ensure the get data log is created at all times. * Fixed startup checks to ensure they do not display on Auto Upload. * Editing data files will no longer changed the order in the Manage Data Files dialogue. * Fix 64-bit issue with customise button. * Fix 64-bit issue with tree structure. == Related Topics == * [[BudgetLink version archive]] fbbea055c6d58e930d60b9b235a45c0812f9e85d 0 94 3385 3367 2016-10-31T22:54:06Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 6bbf9c60dd7dc98681434649633bd58bb7cc9705 0 836 3386 2016-10-31T22:55:21Z Jeff 1 Created page with "== Overview == Developer mode turns various options on which allows debugging BudgetLink. It will ensure the temporary files generated during get data are retained on your sy..." wikitext text/x-wiki == Overview == Developer mode turns various options on which allows debugging BudgetLink. It will ensure the temporary files generated during get data are retained on your system. == How to turn on developer mode == To turn on developer mode, follow these steps. # Start '''BudgetLink'''; # From the '''Command Centre''', click '''Return to Menu'''; # From the '''Menu''', select '''30 Settings''', then '''Options and Administration'''; # Click '''Set User Options'''; # From the user options dialogue, select '''Toolbars''' on the left-hand side; # Tick '''Show Developer Toolbar'''; # Click '''Save''' and '''Close'''; # From '''Excel''', select the '''Addins''' tab in the ribbon; # Click the '''first button of the developer toolbar'''. It looks like ruler and set-square. === Notes === * The developer mode must be turned on each and every time BudgetLink starts. It is not retained or remembered between sessions. This is by design to ensure you don't need to remember to turn it off. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 3c9c214577e8c0ee2631f6e8386927f95ff4d4e3 0 679 3387 3146 2016-11-01T05:39:41Z Jeff 1 /* How to move BudgetLink to a folder on Network */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to move it to your server If you are currently registered fro the Free Edition you will need to upgrade before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] 0802afabecc1764a619084995fd17b3d746609ab 3398 3387 2016-12-08T04:14:38Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to move it to your server If you are currently registered fro the Free Edition you will need to upgrade before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] 11ec8ee4892e51f2f0ffd180edc3d94d56822383 0 1 3388 3382 2016-11-03T00:06:54Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.11.1.191]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 10f8a4224c87c5107f84458c3d004c487fc9533a 0 204 3389 3383 2016-11-03T00:07:10Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ac545fbb1b54d5b481f988c3182768b67931b4f0 0 837 3390 2016-11-03T00:07:56Z Nic 2 Created page with "BudgetLink v2016.11.1.191 was released on 03/11/2016. == Enhancements == '''Miscellaneous''' * Fix bug with help button. == Related Topics == * [[BudgetLink version archive]]" wikitext text/x-wiki BudgetLink v2016.11.1.191 was released on 03/11/2016. == Enhancements == '''Miscellaneous''' * Fix bug with help button. == Related Topics == * [[BudgetLink version archive]] ad4a67e4f03c080d32a65ea09f5baa27a25b36e5 0 88 3391 3199 2016-11-07T22:20:03Z Jeff 1 /* How to move BudgetLink to a new machine or folder */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 501b9aa48d7b2e966dce996e494bc4315813b26f 3394 3391 2016-11-07T22:31:12Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 94b09f53b1e4c462ea28da5a304be4aaafa3b4e5 3395 3394 2016-11-07T22:33:54Z Jeff 1 /* Step 1: Move the BudgetLink folder to the new location */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Copy and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new use wizard will start === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] c128efe44a98710eec58a2bd46f9c67a8d784c7b 3399 3395 2016-12-23T12:01:24Z Jeff 1 /* Step 1: Move the BudgetLink folder to the new location */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new use wizard will start === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 170b950056630ceb4e0b071df37f7f2950f67c2f 3400 3399 2016-12-23T12:01:55Z Jeff 1 /* Step 1: Move the BudgetLink folder to the new location */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. Please follow these instructions to request your transfer key. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] fdfe8e79cab6439add220b5b50bcc86e93835a98 3401 3400 2016-12-23T12:04:19Z Jeff 1 /* Step 2: Request your Transfer Key */ wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] d4b182779aed4eb3f87dcbc7537f584d4927d05d 3402 3401 2016-12-23T12:12:43Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required]] === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 6c7a9959c04d61cbde21d2cf43efd61b51e92be5 3403 3402 2016-12-23T12:13:30Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] b1512f6eca871442d494d84752caace23dec507d 3405 3403 2016-12-23T12:16:00Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). == How to move BudgetLink to a new machine or folder == [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 149a80f5dcbb0f4f73c1587c062504a76174332c 3407 3405 2016-12-23T12:17:00Z Jeff 1 wikitext text/x-wiki == Overview == This guide describes how to move BudgetLink to a new Location (machine or folder). BudgetLink exists as a series of files and folders contained with a main folder. In order to move BudgetLink to a new location, the main folder must be copied in full to the new location. If moving BudgetLink to a new machine or hard drive. # Move the BudgetLink folder to the new machine # Request a Transfer Key (only if moving to a new machine or hard drive); # Enter the Transfer Key into BudgetLink (only if moving to a new machine or hard drive). === Step 1: Move the BudgetLink folder to the new location === Please follow these instructions to move the BudgetLink folder to a new location. # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location; # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] b84fd36d0ec6a3b73e9152837818a4821dcc9b7a 3414 3407 2016-12-23T12:35:14Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or are transferring the responsibility of using BudgetLink to another user then you may want to move BudgetLink to a new location (machine or folder). This guide describes how to move it. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste the folder to the new location; # Provide full read write access to the BudgetLink folder and its Sub # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] eb245b1d67ea32ff97a8cfd4e9b37231db3cf8c7 3415 3414 2016-12-23T12:36:29Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or handing over the operation of BudgetLink to another person, then you may want to move BudgetLink to a new location (machine or folder). This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste the folder to the new location; # Provide full read write access to the BudgetLink folder and its Sub # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 6db7e244684e9e34f32edaf1b547873d91d591c8 3416 3415 2016-12-23T12:41:47Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or handing over the operation of BudgetLink to another person, then you may want to move BudgetLink to a new location (machine or folder). This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste the folder to the new location; # [[Enable access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 8b85cfc4512e9f2981173b267ee0979745482a42 3418 3416 2016-12-23T12:44:40Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a new machine or handing over the operation of BudgetLink to another person, then you may want to move BudgetLink to a new location (machine or folder). This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 8903c32ca68b429aa9fa28e4f3a327bc369c24cd 3419 3418 2016-12-23T12:45:50Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or handing over the operation of BudgetLink to another person, then you may want to move BudgetLink to a new location (machine or folder). This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 2495231f028daf05eb4f21e73e3718f2dcbd41e0 3421 3419 2016-12-23T12:48:08Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 314c2a5b0a0f3a519df9d44ee6110d41a47ae608 3422 3421 2016-12-23T12:48:23Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] dba0483df831925d542cccd7060abcf6a151e3fd 3423 3422 2016-12-23T12:49:55Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start the BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 2d4fbea983ac50fa35683ea53b8203536fcf8208 3424 3423 2016-12-23T12:50:30Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start If [[A Transfer Key is Required|a Transfer Key is Required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 63fa53918a65b6e521858f36a97d973a48248682 3425 3424 2016-12-23T12:51:32Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start A [[A Transfer Key is Required|Transfer Key may be required]] BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 7eb0453414b60808018a05d53718f5d615615180 3426 3425 2016-12-23T12:54:18Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A new user wizard will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] c18ea254f0cd1a3e577d20a2271a3d528b72efdf 3427 3426 2016-12-23T12:54:54Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 12fa7beacb7364cbf849fe84dbb065b377083de0 3428 3427 2016-12-23T12:56:08Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, then you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 63e2aeec1ab96442bb48272cbf118bf3aadd1c66 3432 3428 2016-12-23T13:00:08Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] aedb1b1799feadd2ec28df314a2d2ab7f542be47 3433 3432 2016-12-23T13:02:14Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing Budgetlink [[BudgetLink Folder|folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] e7ffecfba7aedd7ad072becc818023cc3940ba18 0 100 3392 2722 2016-11-07T22:27:35Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number]. An example of the folder name is BudgetLink v2016.11.1.191 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == 2d8bde7aa3615eefa886169c10a78327f25971a1 3393 3392 2016-11-07T22:30:21Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink v[Version Number]. An example of the folder name is BudgetLink v2016.11.1.191 == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == [[Moving BudgetLink to a new machine or folder]] a3f3a8b6cc52d02943c90739c79808209d57110f 6 125 3396 457 2016-12-08T00:26:07Z Nic 2 Nic uploaded a new version of &quot;[[File:XeroDataFileSetup.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 126 3397 462 2016-12-08T00:29:08Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Click '''Refresh Lists''' and login to the XERO data file; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] f4449c056885db4eb4e2193d935d3aa496568bfd 0 838 3404 2016-12-23T12:15:02Z Jeff 1 Created page with "=== Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can ''..." wikitext text/x-wiki === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; 6dea12aaa62bb612864f6849aefcf1a497b19591 3406 3404 2016-12-23T12:16:53Z Jeff 1 wikitext text/x-wiki [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] === Step 2: Request your Transfer Key === A '''Transfer Key is required''' if you are using [[BudgetLink v2015.12.2.159]] and below. To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version. To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. === Step 3: Enter your transfer key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; feca023165f34c0c06801b2e2432ad8acea79ab0 0 86 3408 1389 2016-12-23T12:30:39Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|Folder]]Folder which contains an executable file called BudgetLink.exe. The file should have a blue logo. To start BudgetLink this file must be run. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, if you do not have a shortcut on your desktop, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 45e185fa36a82eb68d71ca419258472b82dd8f09 3409 3408 2016-12-23T12:31:14Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|Folder]] which contains an executable file named BudgetLink.exe. The file should have a blue logo. To start BudgetLink this file must be run. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, if you do not have a shortcut on your desktop, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 9b62e3191677ccbd2c2a23800af4d8f77c6f3b2c 3410 3409 2016-12-23T12:31:32Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|folder]] which contains an executable file named BudgetLink.exe. The file should have a blue logo. To start BudgetLink this file must be run. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, double click the [[BudgetLink Shortcut]] that is displayed on your desktop. Alternatively, if you do not have a shortcut on your desktop, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 1e601ba647575b1e00b3f88e14b30991d9ad5950 3411 3410 2016-12-23T12:33:14Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|folder]] which contains an executable file named BudgetLink.exe. The file should have a blue logo containing the letter B. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, locate the [[BudgetLink Shortcut]] on your desktop and double click it. Alternatively, if you do not have a shortcut on your desktop, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 22e929be7278a830f2f9c39ffd9072dc240cf355 3412 3411 2016-12-23T12:33:34Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|folder]] which contains an executable file named BudgetLink.exe. The file should have a blue logo containing the letter B. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, locate the BudgetLink Shortcut on your desktop and double click it. Alternatively, if you do not have a shortcut on your desktop, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8ab05d1a869547fb9cb714d686d84ff475d8bd50 3413 3412 2016-12-23T12:34:21Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] BudgetLink has [[BudgetLink Folder|folder]] which contains an executable file named BudgetLink.exe. The file should have a blue logo containing the letter B. During installation a short cut to the BudgetLink.exe file is typically added to the desktop == Procedure == To start BudgetLink, locate the shortcut on your desktop and double click it. Alternatively, if you do not have a shortcut, browse to the [[BudgetLink Folder|installation folder]]. === Notes === If any errors occur at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. <br clear=all> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3d78f681ddc369da4f440e1f37c0ae8ba9b4094e 0 840 3420 2016-12-23T12:46:40Z Jeff 1 Created page with " Provide full read write access to the [[BudgetLink Folder]], its sub folders and the C:Temp folder" wikitext text/x-wiki Provide full read write access to the [[BudgetLink Folder]], its sub folders and the C:Temp folder cd409672450578d63db4db384739b437114091d0 0 841 3429 2016-12-23T12:58:07Z Jeff 1 Created page with " When BudgetLink is run on a new machine for the first time a setup wizard will start and step through the new user setup process. This will include: *Accepting BudgetLink Te..." wikitext text/x-wiki When BudgetLink is run on a new machine for the first time a setup wizard will start and step through the new user setup process. This will include: *Accepting BudgetLink Terms and Conditions *Creating a trusted location *Adding a shortcut to your desktop 63ce31f021eef4dd9f001bd17653adf003599feb 3430 3429 2016-12-23T12:59:04Z Jeff 1 wikitext text/x-wiki When BudgetLink is run on a new machine for the first time a setup wizard will start and step through the new user setup process. This will include: *Accepting BudgetLink Terms and Conditions *Creating a trusted location *Adding a shortcut to your desktop == Related Topics == [[Moving BudgetLink to a new machine or folder]] 82576cb802850749c69f9662a4b25e706c3b9d93 3431 3430 2016-12-23T12:59:26Z Jeff 1 wikitext text/x-wiki == Overview == When BudgetLink is run on a new machine for the first time a setup wizard will start and step through the new user setup process. This will include: *Accepting BudgetLink Terms and Conditions *Creating a trusted location *Adding a shortcut to your desktop == Related Topics == [[Moving BudgetLink to a new machine or folder]] e2bcc4c6c9f5783badd2cf470e41dc1d0af7ee26 0 842 3434 2016-12-23T13:05:37Z Jeff 1 Created page with " BudgetLink works within MS Excel and so long as its working, BudgetLink should work The only restrictions are the Excel Version must be 2007 or above. It can be either 64 or ..." wikitext text/x-wiki BudgetLink works within MS Excel and so long as its working, BudgetLink should work The only restrictions are the Excel Version must be 2007 or above. It can be either 64 or 32 bit except when connecting with MYOB AccountRight v19 or below MS Access not required 3f41dcf51e2c516642b3f6ed242789ae1cea8560 3435 3434 2016-12-23T13:06:24Z Jeff 1 wikitext text/x-wiki BudgetLink works within MS Excel and so long as its working, BudgetLink should work also. <br /> The only restrictions are the Excel Version must be 2007 or above. It can be either 64 or 32 bit except when connecting with MYOB AccountRight v19 or below MS Access not required f2a3d54b82cbfbf54ece53448179bf548dab2147 0 842 3436 3435 2016-12-23T13:08:27Z Jeff 1 wikitext text/x-wiki BudgetLink works within MS Excel and so long as its working, BudgetLink should work also. <br /> The only restrictions are: <br /> The Excel Version which must be 2007 or above <br /> And the bit type which can generally be either 64 or 32 bit except when connecting with MYOB AccountRight v19 or below in which cas it must be 32 bit MS Access not required b8febf8884c727be0413e00ec62b5d87638c3b1d 3437 3436 2016-12-23T13:09:25Z Jeff 1 wikitext text/x-wiki BudgetLink works within MS Excel and so long as Excel works, then BudgetLink should also. <br /> The only restrictions are: <br /> The Excel Version which must be 2007 or above <br /> And the bit type which can generally be either 64 or 32 bit except when connecting with MYOB AccountRight v19 or below in which cas it must be 32 bit MS Access not required b47a45f96c2090a3d561e6103f9ca941ed970571 0 843 3438 2016-12-23T13:16:48Z Jeff 1 Created page with "When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if its version is [[BudgetLink v2015.12.2.159]] and prior [[File:MoveBudgetLinkWelcomeWi..." wikitext text/x-wiki When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if its version is [[BudgetLink v2015.12.2.159]] and prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] <br /> If so a Transfer BudgetLink License dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version To request a transfer key, follow follow the instructions below. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. Once you receive your transfer key, follow these instructions to enter it into BudgetLink. # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; aafa5ee6de022d3195cee17dae0de8e9df98cb98 3439 3438 2016-12-23T13:17:24Z Jeff 1 wikitext text/x-wiki When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if its version is [[BudgetLink v2015.12.2.159]] and prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] If so a Transfer BudgetLink License dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version To request a transfer key, follow follow the instructions below. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. <br /> Once you receive your transfer key, follow these instructions to enter it into BudgetLink. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; d023ebc5c42f59d05fdc3b1ac3db58ab4ed75ada 3440 3439 2016-12-23T13:19:31Z Jeff 1 wikitext text/x-wiki == Overview == When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if the version is [[BudgetLink v2015.12.2.159]] or prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] If so a '''Transfer BudgetLink License''' dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version == Procedure == === Request Transfer Key === # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. <br /> === Enter Transfer Key === Once you receive your transfer key, follow these instructions to enter it into BudgetLink. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; 654ad05bc55d32e4c717f12852676f169b72f248 3441 3440 2016-12-23T13:20:15Z Jeff 1 wikitext text/x-wiki == Overview == When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if the version is [[BudgetLink v2015.12.2.159]] or prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] If so a '''Transfer BudgetLink License''' dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version == Procedure == ==== Request Transfer Key ==== # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. <br /> ==== Enter Transfer Key ==== Once you receive your transfer key, follow these instructions to enter it into BudgetLink. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; a4392bd3e6496ca12abd8c5f679f3898d0428a7e 3442 3441 2016-12-23T13:20:57Z Jeff 1 wikitext text/x-wiki == Overview == When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if the version is [[BudgetLink v2015.12.2.159]] or prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] If so a '''Transfer BudgetLink License''' dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version == Procedure == ==== Request Transfer Key ==== # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. <br /> ==== Enter Transfer Key ==== Once you receive your transfer key, follow these instructions to enter it into BudgetLink. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; == Related == d69ceec120a79e33f2c82f613423a08e77f441c8 3443 3442 2016-12-23T13:21:44Z Jeff 1 wikitext text/x-wiki == Overview == When [[moving BudgetLink to a new machine or folder]] a transfer key will be required if the version is [[BudgetLink v2015.12.2.159]] or prior [[File:MoveBudgetLinkWelcomeWindow.png|300px|thumb|right|BudgetLink welcome dialogue]] [[File:TransferLicenseDialogue.png|300px|thumb|right|Transfer BudgetLink License dialogue]] [[File:MoveBudgetLinkRegistrationKeyDialogue.png|300px|thumb|right|Registration key dialogue]] If so a '''Transfer BudgetLink License''' dialogue will display the first time BudgetLink is run on a new PC To get around the transfer key you can '''[http://accountingaddons.com.au/budgetlink/upgrade/ upgrade]''' to a latest version == Procedure == ==== Request Transfer Key ==== # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the BudgetLink welcome dialogue; # On the BudgetLink welcome dialogue, check the '''I accept the terms and conditions found in the End User License Agreement.''' and click '''Continue'''; # Click the '''Request Transfer Key''' button and send an email to Accounting Addons to obtain your transfer key; # Click '''Continue'''. You can continue using BudgetLink while you wait for your transfer key. Once you receive the key, proceed to the next step. Please allow 24 hours turn around time. For faster response times please provide notice of the transfer key request so that we can be prepared to generate it for you. <br /> ==== Enter Transfer Key ==== Once you receive your transfer key, follow these instructions to enter it into BudgetLink. <br /> # Start BudgetLink; # Answer OK to all the standard prompts that display until you get the '''Transfer BudgetLink License''' dialogue; # Click the '''Enter Transfer Key''' button; # On the '''BudgetLink Licensing''' dialogue, click '''Enter Registration Key'''; # Copy and Paste your Transfer Key into the '''Registration Key''' field of the '''Registration''' dialogue and click OK; # Click on the '''Continue''' button of the '''BudgetLink Licensing''' dialogue; == Related == [[Moving BudgetLink to a new machine or folder]] 996eb5c0a5cb4b3f5e5488d3923b22b8cc39c76d 0 840 3444 3420 2016-12-23T13:26:48Z Jeff 1 wikitext text/x-wiki In order for BudgetLink to operate correctly each user must have full read write access to the [[BudgetLink Folder]], its sub folders and the C:Temp folder 2c9be28c2739247e16a74594e3cd75bcc8fd7aa0 3445 3444 2016-12-23T23:11:25Z Jeff 1 wikitext text/x-wiki == Overview == In order for BudgetLink to operate correctly each user must have full read write access to the [[BudgetLink Folder]], its sub folders and the C:Temp folder == Procedure == To enable user access follow the process below # Open Windows Explorer # Navigate to the [[BudgetLink Folder]] # Share the folder and its sub folder with each user who will be accessing Budgetlink # Repeat the above process but for the C:\Temp folder of the machine where budgetlink will be run from == Related == [[Moving BudgetLink to a new machine or folder]] 64501209598a43b7bde79f261d14c3e3bd16fb65 0 272 3446 3377 2017-02-05T22:37:26Z Jeff 1 /* Other Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Archiving]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] * [[Developer Tools]] 870cda8fcde9171c039471f42f9fcc9a191e8e97 0 844 3447 2017-02-05T22:38:23Z Jeff 1 Created page with "==Functions== ==Macros== *Save Workbook" wikitext text/x-wiki ==Functions== ==Macros== *Save Workbook cc247036a8bde1a3a88a1a7a50813051ba61bd91 3448 3447 2017-02-05T22:39:11Z Jeff 1 wikitext text/x-wiki ==Macros== *[[Save Workbook]] ==Functions== a867cd7ab423c37acfe7b7b6e98cdbffb278ceba 0 546 3449 2031 2017-02-13T02:25:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink does allow you to produce profit and loss reports for customers. This uses the ability to link jobs to customers using the '''Linked Customer''' field. Before customer-based reports can work, customers must be enabled. == How to enable customers for customer-based reports == [[File:CustomerOptions.png|300px|thumb|right|Customer Options]] To enable customers for customer-based reports , follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Customers''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Customers'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data|Full Get Data]]. <br clear=all /> === Notes === * Only specific reports have been enhanced to work with customers. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 94b7e92c0aaa408eb619bc55fbaa1a800e6bd97a 0 202 3450 2337 2017-02-13T02:25:10Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Supported Accounting Software == * [[MYOB AccountRight Classic|MYOB AccountRight Classic or lower]] == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options> Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down a4c019d0b80f94c88bdbcc598531f284be9e1851 0 178 3451 3326 2017-02-13T02:25:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # From the BudgetLink Menu click on '''30. Settings'' and # Click on '''Options'''; # Click the '''Set User Options''' button; # On the User Options dialogue, click on '''Versions'' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; Before the Cash Data will appear the solution must perform a '''Full Get Data'''. == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] eb120982f3c5409c64fc5bdd6f9f6828e2539d7f 0 395 3452 3198 2017-02-13T02:25:21Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report up to 10 [[Financial Years|financial years]] into the past and future but is configured to 3 years by default for performance reasons. These years are based on your current financial year in your accounting software. Note that BudgetLink Free Edition is fixed at 3 financial years. You need to be [http://accountingaddons.com.au/budgetlink/subscribe/ subscribed to the Standard Edition] or above to configure this setting. == How to change the numbers of financial years available in BudgetLink == [[File:YearOptions.png|300px|thumb|right|Year options in the Options dialogue]] To change the number of financial years you can report on, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Years''' item in the left-hand list; # Change the '''Number of Prior Years to get data''' to the desired value; # Change the '''Number of Future Years to get data''' to the desired value; # Click on the '''Save''' button; # Click on the '''Close''' button; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to enable weekly reporting periods]] [[Category:How To]] 733a33bccfaf78093b5c0fc09ec4d9b4a45b95e4 0 400 3453 2824 2017-02-13T02:25:25Z Nic 2 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to either the Ultimate Edition or the Accruals Category Functionality. To subscribe to the Ultimate Edition [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 9921f6d9b9abda4446903cb4c275355260254925 0 408 3454 2890 2017-02-13T02:25:30Z Nic 2 wikitext text/x-wiki == Overview == Upon creating multiple data file connections, BudgetLink will automatically attempt to consolidate them. If you don't want BudgetLink to consolidate data files then follow the steps below # From the BudgetLink Menu click '''30. Settings'''; # Click '''Options'''; # Click '''Set User Options'''; # Click the '''Company''' option on the left-hand side; # Tick the '''Disable Consolidated Company''' option. <br clear=all /> 27483ee2e4ae937142d47e2862c55fce9986c9d6 0 470 3455 1739 2017-02-13T02:25:34Z Nic 2 wikitext text/x-wiki == Overview == The '''Advanced Accruals''' version allows you to produce more detailed reports. It is disabled by default. '''Note that this version is only available in BudgetLink Ultimate Edition.''' == How to enable the Advanced Accruals version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Untick '''Disable Advanced Accruals Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 115a45292a83d610ebc934af9b230675a96a26ac 0 539 3456 1996 2017-02-13T02:25:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can retrieve actual accrual data at different levels of detail. If you want to drill down to view the line memo in the Drill Down then the Advanced Accruals version is required This version pulls data from individual transactions where the lime memo is stored rather then pulling data from the summarised ledger data Please note that this can increase the get data time slow down the get data process and the performance of BudgetLink. == Procedure == # From the BudgetLink Menu click Settings > Options > Set User Options # Untick Disable Accruals Version (Advanced) # Click Save # Click OK # Click Close # Go back to the Menu # Click Get Data # Choose Full Get Data # Click OK # Test the Drill Down. The Line memo should now appear 5a3a5c126ba30fcd17659dc3d1b3edd7f6ab307d 0 540 3457 2002 2017-02-13T02:25:49Z Nic 2 wikitext text/x-wiki == Overview == Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. == Configuring BudgetLink to automatically close the get data progress dialogue == [[File:GetDataOptionsCloseOnFinish.png|300px|thumb|right|Options dialogue]] To configure BudgetLink to automatically close the progress dialogue, follow these steps. # Start BudgetLink and cancel any get data prompts displayed at startup; # From the main menu, select '''30. Settings''', then '''Options'''; # Click on the '''Set User Options''' dialogue; # Select the '''Get Data''' section in the list on the left-hand side; # Tick the option '''Hide Get Data Progress Form on Finish'''; # Click the '''Save''' button; # Click the '''Close''' button; # Return to the Main Menu and run a Get Data. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 3ef8bfd66e59f6f2fd5425fc2de4a845dd868a7c 0 737 3458 3087 2017-02-13T02:25:54Z Nic 2 wikitext text/x-wiki [[File:DisableWeeklyPeriods.png|300px|thumb|right|Weekly Periods]] Weekly Reporting is disabled by default To enable weekly reporting follow the steps below # From the BudgetLink Menu go 30. Settings > Options > Set User Options # In the Options form select Periods from the left table # In the Periods options form, Untick Disable Weekly Periods # At Weeks Start On Choose the first day of your week from the drop down. # At Weeks Overlap, choose from the following ## Weekly Periods do not overlap financial year ## The Start Date determines a weeks financial year ## The End Date determines a weeks financial year # Click Save # Click Close # [[Get Full Get Data]] <br clear=all /> ==Related== [[Weekly Reporting]] b99d0efe5427a84aff7dc03a2e39a4d5e0b875dc 0 609 3459 2312 2017-02-13T02:25:59Z Nic 2 wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == 1.Start BudgetLink [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] 2.Click on "30.Settings". 3.In the drop-down select "Options" 4.Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture beside''' 5.Click on "Versions" in the menu. 6.Make sure the option "Disable Orders Version" is not ticked. e066b595cb4fc948115453e825e37f570534f8d2 3473 3459 2017-02-13T02:29:32Z Nic 2 wikitext text/x-wiki == Overview == The [[Orders]] Version is disabled by default. To enable the Orders Version please follow the steps below == Procedure == # Start BudgetLink [[File:EnableOrdersVersion.png|300px|thumb|right|EnableOrdersVersion]] # Click on "30.Settings". # In the drop-down select "Options" # Click on the button "Set User Options" '''A pop-out will appear, as shown in the picture beside''' # Click on "Versions" in the menu. # Make sure the option "Disable Orders Version" is not ticked. eb90017f689146738fdd6bec65e969a4f5d1b82f 0 617 3460 2825 2017-02-13T02:26:04Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Budget''' version allows you to report on your MYOB Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''MYOB Budget''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 413eeeb120d1cb9338fbb9703efa9a7ba85ed85d 0 618 3461 3327 2017-02-13T02:26:09Z Nic 2 wikitext text/x-wiki == Overview == The '''MYOB Job Budget''' version allows you to report on your MYOB Job Budget. However, it is not supported in all versions of MYOB. == How to enable or disable the MYOB Job Budget version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''MYOB Job Budget''' version, follow these steps. # Start BudgetLink and answer or cancel any prompts displayed at startup; # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable MYOB Job Budget Version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to set the MYOB Job Budget year and month]] [[Category:How To Guides]] ffe28cd047fe2fe8229fda82e69c0dbf1bc05204 0 632 3462 2473 2017-02-13T02:26:14Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process can take a long time to retrieve data, especially when your data is located on the cloud. To this end, BudgetLink provides settings that can be configured to control: * the length of the timeout when communicating with the api; * the number of records to retrieve per page. == How to increase the timeout length for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To increase the timeout length for MYOB AccountRight Live, follow these steps. # Start '''BudgetLink'''; # From the Menu screen, click on '''30. Settings'''; # Click on the '''Options''' tab in Excel; # Click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Click the '''Settings''' Workbook; # Run the '''Get Data''' process. === Notes === * If the get data fails due to a timeout issue, increasing the timeout length AND/OR reducing the number of records per page can help. * If the get data takes too long to run, increasing the number of records per page can help. * If the get data fails due to maximum number of connections reached, increasing the number of records per page can help. * We recommend making the number of records per page a multiple of 100 (e.g. 100, 200, 300). '''IT MUST''' be a number between 100 and 1000. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] ba276ca6b77117f72c8a0ea2ee3e9a356d7d6c58 0 641 3463 2545 2017-02-13T02:26:20Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] To change the start of please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options and Administration'''. <br clear=all /> After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Customise Report]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] 27968eb20baf1db3112fe874788a1f1db9a3d389 3469 3463 2017-02-13T02:27:33Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. <br clear=all /> == How to change the start of the financial year .== [[File:BudgetLink_Alternative_financial_year_Set_up.JPG|300px|thumb|right|How to change the start of the financial year]] To change the start of please follow the below steps. #Start '''BudgetLink''' #From the menu click on '''30.settings'''. #Click on '''Options'''. #Click on '''Set Users Options Button''' #You will see the pop out window as shown in the figure beside. #In the pop out Menu click on '''Years'''. #Check the box for '''Populate using Alternate Financial year''' #Click '''Save''' #Click '''Close ''' #Click '''back arrow beside Options'''. <br clear=all /> After setting up the alternate financial year refresh the reports by following the '''[[Get Data]]''' Process before generating a report. == Generate Reports== [[File:BudgetLink_Alternative_financial_year_Reports.JPG|300px|thumb|right|Customise Report]] #Click on '''11.Monthly reports.''' #Click '''Monthly profit and loss''' #You will see the below pop out #Click on '''last period''' and can change that '''either Jul or Dec''' #Make sure you are selecting the correct Financial Year. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] [[Category:How To]] cf6b163c4231173af065fd2ca64b64218e71cf71 0 645 3464 2565 2017-02-13T02:26:24Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Untick the '''Disable Weekly Periods''' option; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 6e20204991790e566dbbd42de3470276a1d5afbe 0 653 3465 2611 2017-02-13T02:26:30Z Nic 2 wikitext text/x-wiki == Overview == The BudgetLink application is made up of a number of Excel Workbook. These files are never edited by users and are usually shipped as read-only files. However, sometimes, this read-only flag can be removed. If Excel complains that BudgetLink is opened by others when it first start, follow these steps to remove this message. == Opening BudgetLink as a read-only solution == [[File:MiscellaneousOptions.png|300px|thumb|right|Miscellaneous Options]] To set BudgetLink as a read-only solution, follow these steps. # Start BudgetLink and cancel any prompts displayed at startup; # From the '''Menu''', click on '''30. Settings''' and choose '''Options'''; # Click on the '''Set User Options''' button; # From the user options dialogue, select '''Miscellaneous''' from the list on the left-hand side; # Tick the option '''Open BudgetLink As Read-Only'''; # Click '''Save''' and '''Close''' to save the changes; # Close and restart '''BudgetLink'''. <br clear=all /> == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] b96cad31427e84d90cc9c97eef593a1675389479 0 670 3466 2746 2017-02-13T02:26:35Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. == How to enable or disable the compact databases on get data option == To enable or disable the compact databases on get data option, follow these steps. # From the BudgetLink Menu, click on '''30. Settings''' then '''Options'''; # Click on the '''Set User Options''' button; # Within the options dialogue, select the '''Get Data''' category from the list on the left-hand side; # Tick or untick the '''Compact Databases on Get Data''' option; # Click '''Save''' to save the options; # Click '''Close''' to close the options dialogue; # Return to the '''Menu''' and click on the '''Get Data''' button. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 96f34df92dbf2bdcf7058701fcefaa7a7b2f36af 0 812 3467 3286 2017-02-13T02:26:44Z Nic 2 wikitext text/x-wiki == Overview == To enable the default version of cash flow version follow the below instructions. == How to enable cash flow version== [[File:BudgetLinkMenu.png|300px|thumb|right|BudgetLink Menu]] [[File:OptionsandAdministration.png|300px|thumb|right|Options]] [[File:EnableCashFlow.png|300px|thumb|right|Enable Cash Flow Version]] *From the Menu- Go to 30.Settings/Options *You will receive the a pop out, from here click on "Set User Options" button. *You will receive a pop out, From the menu to the left click on "Versions" *Scroll the bar and tick "Enable Cash Flow Version". *Save and close. *Done 83de4ffa59359bac1fc2b3bd8915e0f7f56794f8 0 806 3468 3302 2017-02-13T02:26:50Z Nic 2 wikitext text/x-wiki == Overview == Follow the below process to either Skip or Un Skip Unchanged Data Files during Get Data Process. ==Procedure== [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options Dialogue]] [[File:Skip Unchanged Data Files.png|300px|thumb|right|Skip Unchanged Data Files]] * Start BudgetLink and go to the Menu; * From the '''Menu''', select '''30.Settings''' then '''Options'''; * Click '''Set User Options'''; * Select '''Get Data''' from the list on the left hand side; * Tick or Untick the option '''Skip Unchanged Data Files on Get Data'''; * Click '''Save'''; * Click '''Close'''. 359b0b78605c3ed837a50e6d971dffcf2c99f753 0 822 3470 3344 2017-02-13T02:27:43Z Nic 2 wikitext text/x-wiki ==Overview== MYOB captures job budgets by accounts with no year or month dimensions. BudgetLink allows you to consume MYOB job budget data by allocating it to a year and month/s. By default it is allocated to the current financial year and it split evenly into 12 months. If you can't see job budgets data in your reports. it's probably because the current financial year in MYOB is different from the financial year you are reporting from. To make the MYOB job budget data appear in the financial year that you are reporting in, follow the steps below. ==Procedure== [[File:MYOBJobBudget.png|300px|thumb|right|MYOB Job Budget year and month]] # Start BudgetLink # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # Make sure that '''Enable Data File Job Budget for Inactive Jobs''' is ticked; # Click the drop down to select the financial year that the MYOB job budget get allocated to; # At the Use period for MYOB data files click the drop down '''Split''' to evenly spread Job budget evenly across a period(month); #Click Save button; #Close; <br clear=all /> == Related Topics == * [[How To Guides]] * [[How to enable or disable the MYOB Job Budget version]] 4c54d9f83d83e3653198bd620fda1a328ac82a99 0 830 3471 3368 2017-02-13T02:27:50Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process uses a temp folder to store and process the data downloaded from your Accounting Package. BudgetLink provide the ability to chose where this temp folder is located. == How to choose a different temp folder == To choose a different temp folder, follow these steps. # Start BudgetLink and cancel all the prompts displayed at started; # From the '''Menu''', select '''30. Settings''' then '''Options'''; # Click the '''Set User Options''' button; # Select '''Get Data''' from the list on the right hand-side # Select a different '''Copy Locally Method'''; # If using '''Copy to nominated folder''', click the '''Browse''' button and select the folder that will be used; # Click '''Save''' and '''Close''' the dialogue. === Notes === * '''Let the application decide''' is the recommended settings. * '''Copy to system local data files folder''' will force BudgetLink to use the '''\System\Local Data Files\''' folder inside where BudgetLink is installed. * '''Copy to local hard drive''' will force BudgetLink to use the '''C:\Temp\BudgetLink\''' folder. * '''Copy to nominated folder''' will force BudgetLink to use the folder you choose. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] d863f15d2b1b5b18d5596fb5b1646e1c4eb16c5e 0 836 3472 3386 2017-02-13T02:27:59Z Nic 2 wikitext text/x-wiki == Overview == Developer mode turns various options on which allows debugging BudgetLink. It will ensure the temporary files generated during get data are retained on your system. == How to turn on developer mode == To turn on developer mode, follow these steps. # Start '''BudgetLink'''; # From the '''Command Centre''', click '''Return to Menu'''; # From the '''Menu''', select '''30 Settings''', then '''Options'''; # Click '''Set User Options'''; # From the user options dialogue, select '''Toolbars''' on the left-hand side; # Tick '''Show Developer Toolbar'''; # Click '''Save''' and '''Close'''; # From '''Excel''', select the '''Addins''' tab in the ribbon; # Click the '''first button of the developer toolbar'''. It looks like ruler and set-square. === Notes === * The developer mode must be turned on each and every time BudgetLink starts. It is not retained or remembered between sessions. This is by design to ensure you don't need to remember to turn it off. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 4e54a6d7009a30f90153fd7ae9992eb7f1330636 0 534 3474 1973 2017-02-13T04:13:37Z Jeff 1 wikitext text/x-wiki If you want to share BudgetLink using drop box then you must be using v3.49.0.116 or higher To check, start BudgetLink. The version number will display in the Excel Caption (Top of Excel Window) To get the latest Dropbox compatible version of BudgetLink click [http://accountingaddons.com.au/budgetlink/upgrade/ Upgrade BudgetLink], complete the form and then follow instructions. 2ea8796871088dc515737bb12b35966586d3a43a 3475 3474 2017-02-13T04:15:40Z Jeff 1 wikitext text/x-wiki If you want to share BudgetLink using drop box then you must be using v2016.5.3.174 or higher To check, start BudgetLink. The version number will display in the Excel Caption (Top of Excel Window) To get the latest Dropbox compatible version of BudgetLink click [http://accountingaddons.com.au/budgetlink/upgrade/ Upgrade BudgetLink], complete the form and then follow instructions. fb1ee622c6aa468e0964fccc5ca0a8152c1d3605 0 271 3476 3375 2017-02-16T06:42:05Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Restores == * [[How to restore the BudgetLink database from a backup]] b32a28f821fac58fe9a68d3f47821f9adf60cbcf 0 845 3477 2017-02-16T06:48:43Z Jeff 1 Created page with "== Overview == This is done in Excels Page Setup == Procedure == # Open the Report # In the Excel Menu click File > Print > Page Setup # Click the Page Tab # Select Fit To an..." wikitext text/x-wiki == Overview == This is done in Excels Page Setup == Procedure == # Open the Report # In the Excel Menu click File > Print > Page Setup # Click the Page Tab # Select Fit To and then choose 1 page(s) wide by 1 page tall # Click OK # Check the layout in the Print Preview payne # If OK then click the back Arrow at the top to go back to the report # If you want to save the report this way then click Save and then Update f2b554d054ab223073f7ed90273d708a343f1188 0 598 3478 3008 2017-02-17T11:43:19Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own Serial Number To license BudgetLink you will first need to locate that [[BudgetLink Serial Number|Serial Number]]. To do so, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form # If not then continue with the steps below to show the Licensing Dialogue # From the Menu click '''30.Settings'''; # Click '''License'''; # Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 9fe8da585ee7dff07a4d4c4375bc839215876d8e 3479 3478 2017-02-17T11:43:54Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own Serial Number To license BudgetLink you will first need to locate that [[BudgetLink Serial Number|Serial Number]]. To do so, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form # If not then continue with the steps below to show the Licensing Dialogue # From the Menu click '''30.Settings'''; # Click '''License'''; # Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form as shown in the image # If you have been requested to email it then take a screen shot of the form and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 92ca0e7837089cf21f0ef0bbd9a2c58d937bced2 3480 3479 2017-02-17T11:44:23Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own Serial Number To license BudgetLink you will first need to locate that [[BudgetLink Serial Number|Serial Number]]. To do so, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue # From the Menu click '''30.Settings'''; # Click '''License'''; # Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 436b77e3c209df07a6140ea761cc848cad2b1dd3 3481 3480 2017-02-17T11:45:01Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own Serial Number To license BudgetLink you will first need to locate that [[BudgetLink Serial Number|Serial Number]]. To do so, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and '''email to enquiries@accountingaddons.com.au'''; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 303a4cc633fa0efd2138e5046ac905f3dd63939e 3482 3481 2017-02-17T11:46:00Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own Serial Number To license BudgetLink you will first need to locate that [[BudgetLink Serial Number|Serial Number]]. To do so, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] f6bf1cbf3ab4df097a3e5358f9a49910eef2b8ba 3483 3482 2017-02-17T11:52:19Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To Subscribe to BudgetLink you will need to provide that number. To locate it, follow these steps. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8e49684bfb2140b9a896e58fdb6b3d5c5a006e22 3484 3483 2017-02-17T11:54:31Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To Subscribe to BudgetLink you will need to provide that number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know that your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 09907db1b3ff69d03bb5d39fdbce448ed8179ba3 3485 3484 2017-02-17T12:00:33Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To Subscribe to BudgetLink you will need to provide that number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know if your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b7493b6e11a32a89e4033a5514a07c1c0a572ae0 0 598 3486 3485 2017-02-17T20:44:55Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you will need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email it then take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know if your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 30c52d9f220c309f3034bc835ee8f615842b98f8 0 346 3487 2366 2017-02-20T00:32:20Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight v19 or lower but does not apply to MYOB AccountRight Live. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, simply follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 431c5672821ce044db6077e89fa75538f7a7da90 3488 3487 2017-02-20T00:33:21Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MYOBTestConnectionTool.png|300px|thumb|right|The MYOB ODBC TestConnection.exe utility]] MYOB provides a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. This applies to MYOB AccountRight v19 or lower but does not apply to MYOB AccountRight Live. The TestConnection Tool can be found at the following location on your machine: C:\MYOBODBCAU10\bin\iwinnt\TestConnection.exe. To use the TestConnection utility, follow these steps. # Locate and start the '''TestConnection.exe''' utility; # Select the correct '''Driver Name''' from the list. For most users, this will be '''MYOAU1001'''; ## If a [[MYOB and MYOB ODBC Driver version compatibility|Compatible Driver]] does not exist then [[Installing the MYOB ODBC driver|Install the ODBC Driver]] before moving to step 3. # Enter '''Administrator''' as the '''User Name'''; # Enter the associated '''Password'''; # Click the first '''Browse''' button and select your data file; # Click the '''Test''' button and see what error messages display. If an error occurs, we recommend you perform the following two task and then try again. # Verify and Optimise your MYOB data file. This ensures that the data file is in such a state that it can be read. # Reinstall the MYOB ODBC Driver. For more information, see [[Re-installing the MYOB ODBC Driver]]. === Notes === * You must use the correct ODBC driver test connection utility that matches your version of MYOB. For more information, see [[MYOB and MYOB ODBC Driver version compatibility]]. <br clear=all> == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 3fc0e47b2067c4371ade3fa529088fa0807a71a1 0 1 3489 3388 2017-02-23T02:53:17Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2016.12.1.194]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a51179b1ffaab5a65de8c4362c70a709a0c30714 3492 3489 2017-02-28T02:03:20Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.2.1.195]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 580f422702ae3fe1a7c0ae7b9f08c5a441687eb4 0 204 3490 3389 2017-02-23T02:53:38Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2016 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ecf565b71f413e3a6ed007029e14718aeafc9f7d 3493 3490 2017-02-28T02:03:44Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.2.1.195]] released on 28/02/2016 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2016 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 5299dfbe6b4118b55decd6a8dbae95977f3e18c0 3496 3493 2017-02-28T02:06:37Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6b43249525bcc0c79cfd6f38b142ec3ec79b9a3b 0 846 3491 2017-02-23T02:56:16Z Nic 2 Created page with "BudgetLink v2016.12.1.194 was released on 23/02/2016. == Enhancements == '''Account Hierarchies''' * Enhanced Account Hierarchy functionality to have Dynamic VS Static Profi..." wikitext text/x-wiki BudgetLink v2016.12.1.194 was released on 23/02/2016. == Enhancements == '''Account Hierarchies''' * Enhanced Account Hierarchy functionality to have Dynamic VS Static Profit and Loss Hierarchies. '''Budgeting''' * Enhanced budget entry to allow forecast version and period only when forecast module is licensed. * Enhanced budget import to have fixed cell reference to ensure reimporting works when rows/columns are inserted or removed. '''MYOB AccountRight Live''' * Enhanced data files dialogue for MYOB AccountRight Live to only show SERVER field if using SERVER data file. '''MYOB Exo''' * Updated MYOB Exo interface to work. * Updated MYOB Exo interface to use sub accounts for accounts, jobs or categories. * Updated MYOB Exo interface to use brances for jobs or categories. '''XERO''' * Added option for XERO Data File to nominate which tracking category to use for Jobs and which to use for Categories. '''Miscellaneous''' * Enhanced get data to not install data warehouse when using developer mode. * Enhanced filters to validate correctly for Standard Dropdown when default or last selection is no longer valid. * Added new Custom Data Files type. * Restructured Data File Interface folders. * Updated BudgetLink Free Edition Licensing to allow 3 data files. * Enhanced auto upload macros to have option to run during get data or auto upload. * Enhanced auto upload macros to run at start or at end of get data/auto upload. * Enhanced category selection to default to allowing multiple selection. * Enhanced movement function to allow multiple categories. * Enhanced toolbar to be more consistent and not flicker. == Related Topics == * [[BudgetLink version archive]] 7808d42fd7c1444b68bfe9f0b89b7492f906e3de 3495 3491 2017-02-28T02:06:28Z Nic 2 wikitext text/x-wiki BudgetLink v2016.12.1.194 was released on 23/02/2017. == Enhancements == '''Account Hierarchies''' * Enhanced Account Hierarchy functionality to have Dynamic VS Static Profit and Loss Hierarchies. '''Budgeting''' * Enhanced budget entry to allow forecast version and period only when forecast module is licensed. * Enhanced budget import to have fixed cell reference to ensure reimporting works when rows/columns are inserted or removed. '''MYOB AccountRight Live''' * Enhanced data files dialogue for MYOB AccountRight Live to only show SERVER field if using SERVER data file. '''MYOB Exo''' * Updated MYOB Exo interface to work. * Updated MYOB Exo interface to use sub accounts for accounts, jobs or categories. * Updated MYOB Exo interface to use brances for jobs or categories. '''XERO''' * Added option for XERO Data File to nominate which tracking category to use for Jobs and which to use for Categories. '''Miscellaneous''' * Enhanced get data to not install data warehouse when using developer mode. * Enhanced filters to validate correctly for Standard Dropdown when default or last selection is no longer valid. * Added new Custom Data Files type. * Restructured Data File Interface folders. * Updated BudgetLink Free Edition Licensing to allow 3 data files. * Enhanced auto upload macros to have option to run during get data or auto upload. * Enhanced auto upload macros to run at start or at end of get data/auto upload. * Enhanced category selection to default to allowing multiple selection. * Enhanced movement function to allow multiple categories. * Enhanced toolbar to be more consistent and not flicker. == Related Topics == * [[BudgetLink version archive]] debf37bc914eb0206dc5852fb35996c689e66b11 0 847 3494 2017-02-28T02:06:21Z Nic 2 Created page with "BudgetLink v2017.2.1.195 was released on 28/02/2017. == Enhancements == '''Get Data''' * Enhanced get data log to expicit state if it succeeded or failed. * Enhanced get dat..." wikitext text/x-wiki BudgetLink v2017.2.1.195 was released on 28/02/2017. == Enhancements == '''Get Data''' * Enhanced get data log to expicit state if it succeeded or failed. * Enhanced get data to have option to let users keep using excel while get data is running. * Enhanced get data to not force to full get data if nothing changed after clicking manage data files. * Enhanced get data progress to ensure the get data progress dialogue is always displayed in the task bar. '''MYOB AccountRight Live''' * Fixed issue with CategoryNumber being truncated to 10 characters instead of 15 for MYOB Live. '''Xero''' * Fixed issue with Xero Tracking Categories not always uploading into BudgetLink correctly. '''Versions''' * Fixed renaming versions to also rename the LY versions. * Fixed renaming versions to fix issue with not being ab le to select version when customising. '''Account Hierarchies''' * Fixed issue with Static Account Hierarchies sometimes being recreated as Dynamic Account Hierarchies. '''Miscellaneous''' * Removed outdated Acquittal code. * Updated Settings workbook, menu and help to separate Options And Administration into 2 sheets: Options and Backup. * Enhanced ShowAll and HideAll buttons to prompt to enable/disable developer mode. * Enhanced code to add DefLookup named ranges when developer mode is switched on. * Enhanced startup to ensure menu is refreshed immediately upon loading and also after the get data. * Fixed issue with dropbox and conflict databases to ensure they do not get added to the list of data warehouses. == Related Topics == * [[BudgetLink version archive]] 55daeb0413fbf10a661815993ecb0afbc5f67f22 0 226 3497 3189 2017-02-28T10:42:55Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have received a subscription, transfer or upgrade key, you will need to enter it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e40964dbdccbbc6bc6db9bd84041b067a4eed642 3498 3497 2017-02-28T10:44:59Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have received a subscription, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b18ac807e782d8991dd4b2756b00ffe5dd128e24 3499 3498 2017-02-28T22:41:44Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 84a8e224663e7a8888f512152211bd52400daca7 3500 3499 2017-02-28T22:44:31Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the [[Licensing Dialogue]|[licensing dialogue]], click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 12b75e7cb76476455b2ddd7585286997fdf13e02 3501 3500 2017-02-28T22:44:54Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the [Licensing Dialogue|licensing dialogue], click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 52ae985e483092289471d8729dcd7bb221e2eba3 3502 3501 2017-02-28T22:46:27Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the [[Licensing Dialogue|licensing dialogue]], click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. == How to enter a License Key if the licensing dialogue does not display at startup == The licensing dialogue will only display when starting BudgetLink if on trial or unlicensed. If you have previously entered a license key into BudgetLink, follow these steps. # Start BudgetLink; # From the Main Menu, click on '''30. Settings''' and '''License'''; # Click on the '''View Licensing''' button; # From the licensing dialogue, click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 9062516f067b2c735dfee37a8a9aa4c14216ed05 3506 3502 2017-02-28T22:52:56Z Jeff 1 wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the [[Licensing Dialogue|licensing dialogue]], click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ca598a73bdf4312d6361668f9973fa9668366a77 3507 3506 2017-02-28T22:53:23Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # From the [[Licensing Dialogue]], click on the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 38f91f36851093a6d49249843838f4cb7ae63757 3511 3507 2017-02-28T23:02:42Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # Go to the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e04533369e3a654e08236c766329cc60edea6207 0 848 3503 2017-02-28T22:51:04Z Jeff 1 Created page with "==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired If you need to enter a license key a..." wikitext text/x-wiki ==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==PROCEDURE== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] 616d7a2804b9280483408b6f41648d5feffb7150 3504 3503 2017-02-28T22:51:29Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==PROCEDURE== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] efa599ce739bb2fec2813d60eab3c61a2b9ed6c2 3505 3504 2017-02-28T22:52:25Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==PROCEDURE== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] ==RELATED== [[How to enter a License Key]] 27f5002e08c4086dada7952c7acdb0f6a7311ea0 3508 3505 2017-02-28T22:54:39Z Jeff 1 /* OVERVIEW */ wikitext text/x-wiki ==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==PROCEDURE== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] ==RELATED== [[How to enter a License Key]] d627b3e71fc2f8719d8f9057d0a525b13f364e6b 3509 3508 2017-02-28T22:54:57Z Jeff 1 /* OVERVIEW */ wikitext text/x-wiki ==OVERVIEW== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==PROCEDURE== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] ==RELATED== [[How to enter a License Key]] c4f39629d7567cd676ffcec283cce74c32db82c8 3510 3509 2017-02-28T22:55:57Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #From BudgetLink Menu, click on 30. Settings and License; #Click on the View Licensing button; [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] cbc07289aadc8596a4565b9ca3e40533f121e904 0 479 3512 2144 2017-03-03T04:15:43Z Jeff 1 /* Manually testing a connection to MYOB AccountRight live on your local machine */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. == Manually testing a connection to MYOB AccountRight live on your server == # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to see if data appears. === Notes === * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 1b1f6450ffd049d3465626ec9a9631c675a5ab76 3513 3512 2017-03-03T04:18:32Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks to ensure data appears. === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] a3630ddf5917ea6be0423c415132d69754478547 3514 3513 2017-03-03T04:21:31Z Jeff 1 /* Manually testing a connection to MYOB AccountRight live on your local machine */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 99c94a9ff0d5eaa1b1377351988148731ed22f95 3515 3514 2017-03-03T04:22:46Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if it succeeds == If you see tables of data like the table to the right then its working OK If you don't see tables or see an error message then it has failed == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 754e270a34267bd5021a1e3bd2c1f98462215bc3 3516 3515 2017-03-03T04:24:55Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if it fails == If you see tables of data like the table to the right then its working OK If you don't see tables or see an error message after logging onto the data file then it has failed == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 9c3058e00135348696f614c5e6bc4e3ee9c18d92 3517 3516 2017-03-03T04:26:05Z Jeff 1 /* How do you know if it fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if it is not working correctly == If you don't see tables similar to the image to the right or you get an error message after logging onto the data file then its not working == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 54c65e548030937fa4e82ebf1db2189eea27bf22 3518 3517 2017-03-03T04:26:29Z Jeff 1 /* How do you know if it is not working correctly */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == If you don't see tables similar to the image to the right or you get an error message after logging onto the data file then its not working == What to do if the manual test fails == If the manual test fails (e.g. does not produce or show any data), we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 2ec30d2cffeef8669f1a0b191a7dd2b93b8b8c7f 3519 3518 2017-03-03T04:26:55Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == If you don't see tables similar to the image to the right or you get an error message after logging onto the data file then its not working == What to do if the manual test fails == If the manual test fails, we recommend you reinstall the MYOB AccountRight Live API. See [[Installing the MYOB AccountRight Live API]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] fb27158ec678750ecab36a6b07ae3c22a61d2206 3520 3519 2017-03-03T04:27:36Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == If you don't see tables similar to the image to the right or you get an error message after logging onto the data file then its not working == What to do if the manual test fails == If the manual test fails, we recommend you. [[Installing the MYOB AccountRight Live API|reinstall the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] dc92261aa0a3584c2682dd23482b1c3f404ea532 3521 3520 2017-03-03T04:27:59Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == If you don't see tables similar to the image to the right or you get an error message after logging onto the data file then its not working == What to do if the manual test fails == If the manual test fails, we recommend [[Installing the MYOB AccountRight Live API|reinstalling the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] df83a93ffa7793c83c783c4b209cb7a401de95fd 3522 3521 2017-03-03T04:29:02Z Jeff 1 /* How do you know if the test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == What to do if the manual test fails == If the manual test fails, we recommend [[Installing the MYOB AccountRight Live API|reinstalling the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 0e45896698e5f553d1a43caacbdc5c114f69a97f 3523 3522 2017-03-03T04:40:20Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == What to do if the manual test fails == If the manual test fails: #If MYOB is located on a Server ## Run the Test on the Server. ### If it works, then the api is working and there are permission issues. See your IT person for assistance #[[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 94fcd598d92493b1ea670aa594931f5e0333f9fd 3524 3523 2017-03-03T04:42:34Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == What to do if the manual test fails == If the manual test fails on: # a local machine then [[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. # a server then test the API by first logging onto the server. If that fails see your IT person to resolve permission issues == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 9ca1bb1da59b22211867d44b89eead4d1721ecbb 3525 3524 2017-03-03T04:43:13Z Jeff 1 /* What to do if the manual test fails */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image === Notes === * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == What to do if the manual test fails == If the manual test fails on: # a local machine then [[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. # a server then test the API by first logging onto the server. If it succeed then see your IT person to resolve permission issues == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] ec8e4a371b1fc79599c78d2d4e10b27aaf64d1aa 3526 3525 2017-03-03T04:45:38Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == Additional Server Tests == * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the test fails then [[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 4ca1d98096ac58b121bc7ac79c31c9600aac3376 3527 3526 2017-03-03T04:46:10Z Jeff 1 /* Additional Server Tests */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live on your local machine == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == Additional server tests == * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the test fails then [[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 55c97e4c9263b0d2fa971f83fe0004177ccd80c6 0 59 3528 743 2017-03-07T23:13:35Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for three financial years (last year, this year, next year), BudgetLink has no such restrictions. Consult the following how to guides for more information. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years into it's memory. This is important to reduce the time the [[Get Data]] process takes. However, BudgetLink can be configured to pull more (or loss) years into memory. Read the [[How to change the numbers of financial years available in BudgetLink]] guide for more information. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Periods]] ceb23c4ed40a992b1e5ed4b49dedcd89ca9ccff3 0 57 3529 3272 2017-03-08T02:48:17Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets == There are two different ways to import budgets. 1: Import from a [[Importing Budgets from a custom spreadsheet|budget worksheet]] you created 2: Import from a [[From a Budget Template|budget template]] created from within BudgetLink == Related Topics == * [[Exporting Budgets]] * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] d91860ea51bf99edcc2838ecc5df458cc017f8f8 3530 3529 2017-03-08T02:48:44Z Nic 2 wikitext text/x-wiki == Overview == [[Budgets]] can be imported into BudgetLink in a few different ways. # Some budgets can be read directly from your accounting package; # Budgets can be imported from custom spread sheet; # Budgets can be imported from templates created within BudgetLink. == Importing Budgets == There are two different ways to import budgets. 1: Import from a [[Importing Budgets from a custom spreadsheet|budget worksheet]] you created 2: Import from a [[From a Budget Template|budget template]] created from within BudgetLink == Related Topics == * [[Exporting Budget Data]] * [[Creating Budget Templates]] * [[Entering Budgets]] * [[Modifying Budget Data]] ad0ee6ce37c490e9dfb84ed9c8307546c0433297 0 271 3531 3476 2017-03-21T01:10:21Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] 9914f9b41ddce81c6d4e2428bd2ba17ee6852977 0 849 3532 2017-03-21T01:18:06Z Nic 2 Created page with "== Overview == By default, BudgetLink will place all backups of reports and databases in a folder under \SYSTEM\BACKUP\. However, it is possible to change the default backup ..." wikitext text/x-wiki == Overview == By default, BudgetLink will place all backups of reports and databases in a folder under \SYSTEM\BACKUP\. However, it is possible to change the default backup folder. == How to setup the default backup folder == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the location where the databases will be backed up; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the location where the data files will be backed up; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the location where the workbooks will be backed up; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 00d628bddd567249959080cf52509764e9f5fa9d 3533 3532 2017-03-21T01:18:21Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink will place all backups of reports and databases in a folder under '''\SYSTEM\BACKUP\'''. However, it is possible to change the default backup folder. == How to setup the default backup folder == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the location where the databases will be backed up; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the location where the data files will be backed up; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the location where the workbooks will be backed up; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 3ecda25cd40f3e31bbeaf82439eedad75a23fef4 3534 3533 2017-03-21T01:19:40Z Nic 2 wikitext text/x-wiki == Overview == By default, BudgetLink will place all backups of reports and databases in a folder under '''\SYSTEM\BACKUP\'''. However, it is possible to change the default backup folder. == How to setup the default backup folder == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the folder where the databases will be backed up to; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the folder where the data files will be backed up to; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the folder where the workbooks will be backed up to; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 97f3c9c8ebf4fdf1c41e856a9cd61e6f65db2143 0 832 3535 3379 2017-03-27T06:11:13Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== Archiving in BudgetLink solution is only available for MYOB Classic(v19) users. ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the BudgetLink Sales Pivot menu Go to 30.Settings/Data Files. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== e8b28a42475423bcb19c59700a5e77a297f82ef7 0 598 3536 3486 2017-03-30T03:53:10Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you will need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button and then click send or ## Take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know if your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] cc8dddf829c9fc7070f836dfe5445c7cb9a61623 3537 3536 2017-03-31T03:29:41Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you will need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; === Notes === * While a BudgetLink Free Edition Subscription is free (not including support and training), we require registration so that we know if your using it. <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 595f49721d9c937d0779f68b0bec1f1941860893 0 94 3538 3385 2017-04-10T22:41:11Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b30227f1ae6626f2494274df46fc32d9eafead93 3577 3538 2017-05-24T23:59:26Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live 2017 or lower === To troubleshoot problems with MYOB AccountRight Live or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 80c2c26587aa6979d4ec66f6665041c1c1fa5c3a 3578 3577 2017-05-24T23:59:34Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic or lower === To troubleshoot problems with MYOB AccountRight Classic or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live 2017 or lower === To troubleshoot problems with MYOB AccountRight Live 2017 or lower, see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 0d331ec5bc4a05da22c787c4338a70928fbe0874 3583 3578 2017-05-25T00:35:46Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b5d2233ecdd98cdf39f2e2f3f561a3da367a3c45 0 850 3539 2017-04-10T22:42:15Z Nic 2 Created page with "== Overview == == Authorising BudgetLink to connect to Reckon Accounts data file]] For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accoun..." wikitext text/x-wiki == Overview == == Authorising BudgetLink to connect to Reckon Accounts data file]] For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 12a58ef974c9f76c54a0012a51a71e5274a253a9 3540 3539 2017-04-10T22:52:00Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For Windows 7/8/10, the log file is usually located in the following location. ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For Windows XP and Vista, the log file is usually located in the following location. ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For Windows 7/8/10, the log file is usually located in the following location. ''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For Windows XP and Vista, the log file is usually located in the following location. ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 5f9c09022ebd23f3291d7b30c2a0b0fc3cfe98e7 3541 3540 2017-04-10T22:52:18Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For Windows 7/8/10, the log file is usually located in the following location. ** ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For Windows XP and Vista, the log file is usually located in the following location. ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For Windows 7/8/10, the log file is usually located in the following location. ''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For Windows XP and Vista, the log file is usually located in the following location. ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 271e35cbe194b032a790869c64d98d661ec06b91 3542 3541 2017-04-10T22:52:38Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For Windows 7/8/10, the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For Windows XP and Vista, the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For Windows 7/8/10, the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For Windows XP and Vista, the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 92702ca7c86ff63bf6307efa44e368595c342eef 3543 3542 2017-04-10T22:53:08Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 70a32875a63a51d402589d358c2a921ce4245925 3544 3543 2017-04-10T22:57:52Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 11ef54c27e95793c78bc2dd3a105f54944b4c3a6 3545 3544 2017-04-10T23:03:02Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve the issues. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 662eeabe13ea8e0f1afed7a5e8b983e8fd0567e8 3546 3545 2017-04-10T23:07:07Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] de3cce66717821825fdce4b855108e92a0660870 3552 3546 2017-05-03T01:56:05Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 2e0c1b4a1f5e6df07ac1891561656b80028019bf 3553 3552 2017-05-03T01:56:36Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Operating System Context''', '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] d02a7550dd5cd0a0588fb38fa6e36f093d4dcd6e 0 851 3547 2017-05-01T05:02:24Z Nic 2 Created page with "#REDIRECTS [[Get Data]]" wikitext text/x-wiki #REDIRECTS [[Get Data]] bd02f03837c9bd9965c29260650bb3b47c6ea70e 3548 3547 2017-05-01T05:02:32Z Nic 2 Redirected page to [[Get Data]] wikitext text/x-wiki #REDIRECT [[Get Data]] e123a21a7cb759c563132f32e7dce6327f8decc3 0 1 3549 3492 2017-05-02T05:59:19Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.5.1.198]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 96b12b39b30e1eedbcd2947641879be64cb2a60e 3556 3549 2017-05-18T01:05:33Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.5.2.199]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 403e1f4a750ffb59acdb8e0d5955825bd133db6d 0 204 3550 3496 2017-05-02T05:59:34Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 73be3cd5533bc4bc23b5eaf3b8d33cf719225d61 3557 3550 2017-05-18T01:05:50Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f947f82b21f3f4a0a832b9cdd0958d7ecc49a7ec 0 852 3551 2017-05-02T06:01:29Z Nic 2 Created page with "BudgetLink v2017.5.1.198 was released on 02/05/2017. == Enhancements == '''Xero''' * Added support for MYOB Account Budget for XERO. '''Get Data''' * Fixed issue with get d..." wikitext text/x-wiki BudgetLink v2017.5.1.198 was released on 02/05/2017. == Enhancements == '''Xero''' * Added support for MYOB Account Budget for XERO. '''Get Data''' * Fixed issue with get data process failing when archived is turned on but archived never took place. * Updated preparing data file interface folder to warn when errors occur. * Added help button to Get Data Options dialogue. '''Budget Entry''' * Enhanced Budget Entry to have options to ""Show all accounts"", ""Show all active accounts"" or ""Show all accounts with values"". * Enhanced budget entry and weekly budget entry to have no double borders between columns. * Enhanced budget entry to and weekly budget entry to have specific import column to import new accounts. * Enhanced budget entry conditional formatting to show insert rows in yellow at all times. '''Drilldown''' * Fixed issue with drilldown on Dynamic Account Hierarchies to save mapping to ensure drilldown works. '''Reports''' * Updated Profit and Loss reports to show the version selected rather than generic ""Actual"" or ""Budget"" above the column. '''Manage Data Files''' * Updated removing data file to include information about archived data. '''Miscellaneous''' * Fixed issue with closing software, not fully closing. * Fixed issue with licensing and module keys from being rejected if order of licensed options is not exact. * Fixed issue with licensing preventing trial key from being used once subscription expired. == Related Topics == * [[BudgetLink version archive]] dcdaec8c21d2f505863f734114b48681319801a9 0 594 3554 3232 2017-05-17T02:25:40Z Jeff 1 /* If you had run Get Data already follow the below process */ wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == * Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] * Choose the full Get Data Option and click OK. * If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself * At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ # Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] ce723005d1bddff77dd3d5d4f501acc41a9d2b02 3555 3554 2017-05-17T02:26:55Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == ===Send after the Get Data Process=== # Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # Choose the full Get Data Option and click OK. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself # At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\System\Logs\ # Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 9c596871aaea65d58ae413bc5eeb82d8ac77d648 0 853 3558 2017-05-18T01:07:25Z Nic 2 Created page with "BudgetLink v2017.5.2.199 was released on 17/05/2017. == Enhancements == '''XERO''' * Added Current Earnings account for XERO instead of lumping amounts into Retained Earning..." wikitext text/x-wiki BudgetLink v2017.5.2.199 was released on 17/05/2017. == Enhancements == '''XERO''' * Added Current Earnings account for XERO instead of lumping amounts into Retained Earnings. * Added ability to have XERO Private application. * Enhanced authorisation dialogue for XERO to appear in taskbar. '''MYOB AccountRight Live''' * Enhanced browsing for MYOX data file to ensure prompt dialogue is topmost and shows in taskbar. '''Budget''' * Enhanced budget import to parse account numbers using spaces to ensure import works for all accounts regardless how they are entered. * Enhanced Budget Entry to have 2 Select button to select either the input or the source values. * Enhanced Copy Source Values to have warning messages/prompt to confirm. * Fixed layout issues with budget entry when using both subtotals, blank rows and hiding 0 values. * Enhanced balance sheet budget entry to default to '''Balance''' instead of '''Movement'''. == Related Topics == * [[BudgetLink version archive]] 0c49fdb553b5feaabf7a5a269b4fc97866833eab 0 575 3559 2798 2017-05-19T09:34:59Z Jeff 1 wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you have recently upgraded to MYOB AccountRight v2017 BudgetLink will continue to work as it did with v2016 If however you notice some strange behaviors or missing data, we recommend you upgrade to the latest version of BudgetLink which has been tested with MYOB AccountRight v2017. To begin the upgrade process, go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 84545687a4bbef92724820cfa6eabf84a254fdbb 3560 3559 2017-05-19T09:35:25Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you have recently upgraded to MYOB AccountRight v2017 BudgetLink should continue to work as it did with v2016 If however you notice some strange behaviors or missing data, we recommend you upgrade to the latest version of BudgetLink which has been tested with MYOB AccountRight v2017. To begin the upgrade process, go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] c111f42f985c25fafc956185666a1ac5c9d20021 3561 3560 2017-05-19T09:35:45Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If you have recently upgraded to MYOB AccountRight v2017 BudgetLink should continue to work as it did with v2016 If however you notice some strange behaviors or missing data, we recommend you upgrade to the latest version of BudgetLink which has been tested. To begin the upgrade process, go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] bc7514c6fb5acc79c824802678fae3551d377d02 0 453 3562 1690 2017-05-22T04:11:27Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:MonthlyCashFlowStatement.png|300px|thumb|right|Monthly Cash Flow Statement]] The Monthly Cash Flow Statement report displays up to 12 months of data across the page and [[Accounts|profit and loss accounts]] down the page. Rather than display your original chart of accounts, it instead displays a [[Account Hierarchies|cash flow hierarchy]]. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''29. Monthly Cash Flow Statement Report'''; # Click on '''Monthly Cash Flow Statement'''. == How to use this report == You can control the number of columns displayed on this report by changing the selected [[Periods|period]]. == Related Topics == * [[Cash Flow Reports]] * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] bef43d2584f488e6975b4fe15427db8a01256817 0 811 3563 3282 2017-05-24T08:49:47Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 3b735f3803d18e6e672708fdf693f3c29aed96e8 3564 3563 2017-05-24T08:50:05Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 297c4b456a3ddba91a386dd2876e856ff39e7f9d 3581 3564 2017-05-25T00:01:19Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2017 or lower on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 56704530c3d7fc231e2f523a7ed7e7e2e2f804d0 0 854 3565 2017-05-24T09:01:27Z Jeff 1 Created page with "== Overview == If you Get Data process stops with a permissions error after successfully retrieving data from your MYOB data file located in the cloud, then you may need to re..." wikitext text/x-wiki == Overview == If you Get Data process stops with a permissions error after successfully retrieving data from your MYOB data file located in the cloud, then you may need to re-browse to your data file to resolve the issue This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the Data file Setup form # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down e19050b0878225195f8ecaf48a76ba6573cda542 3566 3565 2017-05-24T09:04:04Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you Get Data process fails to retrieve data from your MYOB data file located in the cloud and returns a permissions error after previously completing successfully then you may need to re-browse to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the Data file Setup form # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 03896d2ae41187759540ba14b6c553c96a263ae2 3567 3566 2017-05-24T09:05:24Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the Get Data process fails to retrieve data from your MYOB data file located in the cloud and returns a permissions error after previously completing successfully then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the Data file Setup form # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 4d402dcbda2d41aa121741c29c64c4053fa5a31c 3568 3567 2017-05-24T09:08:54Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the Data file Setup form # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 08ac2a3c612950b907a8ad8d74da90684e6ea398 3569 3568 2017-05-24T09:13:49Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form] # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 75d60c1290c90ba3aadf416613276d8d9bc4c649 3570 3569 2017-05-24T09:14:09Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 0d7c38b59581acf1e2b12be4673803a37f0e60e9 3571 3570 2017-05-24T09:14:46Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the data causing the error # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down f4628f875cd94af8276b272a8f51ed93748a7ee7 3572 3571 2017-05-24T09:15:37Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down 6e646362642a75978bd91423efdb1b2d5983c244 3573 3572 2017-05-24T09:16:45Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. 7c99a93950190fcca3a3281ff47f11dae46c5c5e 3574 3573 2017-05-24T09:18:12Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. 7dcf77dc16e402a887192845101802f8d44ac842 3575 3574 2017-05-24T09:21:08Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process 102901eb07f4868e4f56f4c18bb6e53f5d7f2d98 0 810 3576 3280 2017-05-24T23:59:09Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2017 or lower on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] e99c866275ca275cfdedefba3299726b53ae9531 3582 3576 2017-05-25T00:35:18Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] af55546d85d6c1a59d7555586fd75f5e99f973ef 0 132 3579 3066 2017-05-25T00:00:53Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to MYOB AccountRight Classic 19 or lower but does not apply to MYOB AccountRight Live 2017 or lower. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == If you received any of the following error messages then click the error link for instructions on how to resolve it [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] b68c25bb5b3d403cebf0e1e54572a10a9ea2c7bb 3584 3579 2017-05-25T00:36:30Z Nic 2 wikitext text/x-wiki == Overview == In order for BudgetLink to connect to your MYOB data file correctly, the [[MYOB ODBC Driver]] must be installed and working correctly. This applies to [[MYOB AccountRight Classic]] but does not apply to [[MYOB AccountRight Live]]. In order for the [[MYOB ODBC Driver]] to function correctly, some components must be configured correctly on your machine. In most situations, these components are installed and there are no problems. If problems are experienced then please follow the steps below for troubleshooting instructions == Specific ODBC Connection Error Messages == If you received any of the following error messages then click the error link for instructions on how to resolve it [[MYOB ODBC Driver - Error Message - BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file|BudgetLink could not find a valid ODBC Driver to connect to the (MYOB Data File Name) data file]] == Test the MYOB ODBC driver using the TestConnection tool from MYOB == Typically the first thing to check is is that the MYOB ODBC Driver is installed and running correctly. To do this MYOB provide a TestConnection utility that can be used to test and see if the MYOB ODBC driver is installed and running correctly. For more information, see [[Testing the MYOB ODBC driver using the TestConnection tool from MYOB]]. == Install the MYOB ODBC driver == The MYOB ODBC driver must be installed in order for third-party software to connect to your MYOB Classic data file. For more information, see [[Installing the MYOB ODBC driver]]. == Verify and Optimise your Data File == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. For more information, see [[Verifying and Optimising your MYOB Data File]]. == Check File and Folder Access Requirements == The MYOB ODBC driver requires '''Read''' and '''Write''' access to specific folders in order to function properly. For more information, see [[Checking file and folder access requirements for the MYOB ODBC driver]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 33231903928dedd82b59f099d8c8626b451794e9 0 809 3580 3279 2017-05-25T00:01:10Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to MYOB AccountRight Live 2017 or lower on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 42cf02b5d5e442f14454229593fa68bfad87e76f 3585 3580 2017-05-25T00:36:41Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] ed9fc827394dfcac2736d6274baacd94937d4624 0 811 3586 3581 2017-05-25T00:36:51Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Cloud'''. Please note that you will not require the download the MYOB software, Make sure you have the login credentials for MYOB. ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 9e04c3821ad4ead5014213cdd5f78bd5143481dd 0 110 3587 2355 2017-05-25T00:49:28Z Nic 2 wikitext text/x-wiki == Overview == Most values on BudgetLink reports can be audited using the drilldown functionality. This will allow you to check how the [[Accruals|actual]], [[Cash|cash]] or [[Budgets|budget]] values are derived. From this, you will be able to correct any mistakes in your accounting package or in the budgets. All [[Versions|versions]] and data points are supported. As such, you can drill down on a value represented by a header or detail [[Jobs|job]] , a header or detail [[Accounts|account]], etc. The only figures that cannot be audited are those that are calculated, such as variances or variance percentages. == How to Drilldown == [[File:Drilldown.png|300px|thumb|right|Drilldown Screen]] To use the drilldown functionality, follow these steps. # Find a value on your report that you wish to check; # Double click on the cell containing the value. BudgetLink will open the drilldown module and display the detailed information that makes up this value; # From the drilldown screen, you can refine the values you are looking at by clicking on the [[Customising Reports|Customise]] button and changing the filters; # Once finished with the drilldown screen, simply click on the blue arrow to return to your report. === Notes === * You cannot drill down on values that are calculated. As a general rule, this means you cannot drill down on Variances, Percentages or other totals such as Gross Profit, Net Profit, etc. * To view the line memo in the drill down, [[How to Enable the Advanced Accruals Version|Enable the Advanced Accruals Version]] first. == Accounting Software == The Drill Down functionality is available in the following [[Accounting Software]] * [[MYOB AccountRight Classic]] * [[MYOB AccountRight Live]] - At a Journal Record Level only <br clear=all> == Video == This getting video will show you how to use the drilldown functionality within BudgetLink. {{#ev:youtube|wGjGHjaU4m0|560|left|Drilldown to transaction data using BudgetLink}} <br clear=all> == Related Topics == da06f91b3ae7b7b951e20dae5f74dd02e45cc7c5 0 196 3588 2360 2017-05-25T00:49:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic]] * [[MYOB AccountRight Live]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == === How to consolidate multiple data files together === BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 96f23d10ed64639cb28ff0e6eadc19a08c1341cf 0 197 3589 2334 2017-05-25T00:49:53Z Nic 2 wikitext text/x-wiki == Overview == The Sales [[Versions|version]] allows you to report on your sales data, by only looking at the sales information and nothing else. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic]] == Related Topics == * [[Versions]] * [[Orders]] * [[Quotes]] ff875ece96551144b975e3e16e68109a5cb494c2 0 198 3590 2335 2017-05-25T00:50:09Z Nic 2 wikitext text/x-wiki == Overview == The Orders [[Versions|version]] allows you to extract orders data for both Sales and Purchases from MYOB. This can be useful for builders and manufacturers who want be able to track orders in addition to actual invoices and purchases to be able report on committed costs.In addition to that you can then pull in captured budget data and then compare your budgets vs committed costs. Before you can use orders you first need to enable it. Please follow the procedure below to enable orders. == How to Guides == [[How to Enable the Orders Version]] === How to control the timing (date) of your orders === BudgetLink can determine the timing (date) of your orders using the '''order date''' or the '''promised date'''. For more information, see [[How to control the timing of your orders]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic]] == Related Topics == * [[Versions]] * [[Sales]] * [[Quotes]] 5a6e939dbe887db6e22c36dac434a6c2e0c36909 0 199 3591 2336 2017-05-25T00:50:20Z Nic 2 wikitext text/x-wiki == Overview == The Quotes [[Versions|version]] allows you to report on your quotes data, by only looking at the sales quotes and purchase quotes information and nothing else. This version is useful in that you can produce a Profit and Loss statement of what your incoming quotes will be. == How to Guides == === How to control the timing (date) of your quotes === BudgetLink can determine the timing (date) of your quotes using the '''quote's date''' or the '''promised date'''. For more information, see [[How to control the timing of your quotes]]. == Accounting Products Supported == This version is available for the following account products. * [[MYOB AccountRight Classic]] == Related Topics == * [[Versions]] * [[Sales]] * [[Orders]] 679dd7d95a421b23c32f6a52f233899a0bff2193 0 202 3592 3450 2017-05-25T00:50:30Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report actual data using a Cash Accounting Method in addition to the Accrual Accounting Method. BudgetLink supports two types of Cash Versions. The Cash version matches the Cash Profit and Loss Report generated in MYOB. The 'Cash CR DR' version only displays cash transactions that appear in the Cash Receipts and Cash Disbursement journals. In addition to displaying profit and loss data on a cash basis, it is also possible to produce a balance sheet and cash flow statement on a cash basis. The Cash versions are currently only available to MYOB AccountRight V19.9 or below. By default when BudgetLink is installed both Cash Editions are disabled because they the slow the get data process when enabled. == Supported Accounting Software == * [[MYOB AccountRight Classic]] == Enable a Cash Version == # To enable a Cash version, start BudgetLink and go to 30. Settings > Options> Set User Options # In the options list click Versions # To enable a Cash Version, either untick 'Disable Cash Version' or untick 'Disable Cash DR CR Version' # In the BudgetLink Warning message click OK to confirm that you understand that this option will slow the get data process down # Click Save # In the Note - Options Saved form click OK to close the form # In the Options dialogue, click Close == Retrieve Cash Data == Before the Cash data will appear in the reports the data needs to be retrieved from MYOB and calculated. To do this # Go to 30. Settings > Data Files # Click Get Data # Choose Full Get Data and Click OK Upon completion the cash data will be loaded into memory ready for reporting == Report on a Cash Basis == Upon customising a report, depending on the report the following additional filters will appear in the Customise Dialogue: # For some reports an Actual Version filter with options of Actual (Accrual) or Cash (MYOB Cash)/Cash DR CR will display # For others either the Cash or Cash DR CR version will display in the existing Version drop down e4d7ed3a25070b04d3062391c8515166b2d69836 0 528 3593 2372 2017-05-25T00:50:49Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[MYOB AccountRight Classic]]. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 535cd561a86a1f3b7b4a1d941cd9a2b3d6c7b064 3594 3593 2017-05-25T00:54:27Z Nic 2 Nic moved page [[Troubleshooting Get Data Problems with MYOB AccountRight Classic 19]] to [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] without leaving a redirect wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[MYOB AccountRight Classic]]. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 535cd561a86a1f3b7b4a1d941cd9a2b3d6c7b064 3608 3594 2017-05-26T06:02:28Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[MYOB AccountRight Classic]]. == ODBC Driver must be installed == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Classic|MYOB]] data file, the [[MYOB ODBC Driver]] must be installed and configured correctly. For more information, see [[Troubleshooting the MYOB ODBC driver]]. Some users also experience the get data failing to read specific tables. For more information, see [[Why did the Get Data process fail to read my MYOB AccountRight Classic table]]. == Testing using the Clearwater data file == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. For more information, see [[Testing MYOB AccountRight Classic connection using Clearwater sample data file]]. == File Name problems == In some rare circumstances, the file name can cause problems with the ODBC driver. For more information, see [[Renaming your MYOB AccountRight Classic data file to fix connection issues]]. == Error messages == * [[Could not find a valid MYOB AccountRight Classic ODBC driver]] * [[The username or password for your MYOB AccountRight Classic file is invalid]] * [[The MYOB ODBC driver is invalid]] * [[The MYOB ODBC driver is corrupt]] * [[The MYOB ODBC driver is not compatible with 64-bit Excel]] * [[The MYOB AccountRight Classic file could not be found]] * [[The MYOB AccountRight Classic file was not specified]] * [[The MYOB AccountRight Classic file is not registered for ODBC]] * [[Errors occurred connecting to the (Data File Name) data file]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 73b3639a11ae74dbb3487448cb8f5f01f9074670 0 94 3595 3583 2017-05-25T00:54:42Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 256fd1f297a016dd5ca8eea83e92a0f8de482f0b 0 605 3596 2416 2017-05-25T00:54:48Z Nic 2 wikitext text/x-wiki == Overview == MYOB ships with a default Clearwater data file that can be used to test and ensure all components are up and running. It is usually located in your MYOB folder. You can do a search for '''clearwtr.myo''' on your system. Once found, make a note of the folder where that file is located. You can update the data file connection to point to that data file and run a get data. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] [[Category:Troubleshooting]] b9f909d02eeff9914520e23aecededdc8d5a2f60 0 606 3597 2417 2017-05-25T00:54:53Z Nic 2 wikitext text/x-wiki == Overview == The MYOB ODBC driver can have problems connecting to specific files. Typically, this is caused when your file name looks '''complex'''. If the get data process crashes or fails, we recommend removing the following characters from your file name: '''& , - .'''. To test it out, we recommend you first make a copy of your MYOB file and give it a shorter, cleaner name. Once done, connect BudgetLink to this copy of your data file and run a get data and see if it helps. For more information, see [[Changing how BudgetLink connects to your data file]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] [[Category:Troubleshooting]] 82c64b5a2386ea9fb0ba223751256ad6c121606d 0 615 3598 2373 2017-05-25T00:55:03Z Nic 2 Redirected page to [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] wikitext text/x-wiki #REDIRECT [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] ffb6ce42ce01c349ed8b46fc55657196dd172820 0 36 3599 2353 2017-05-25T01:02:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to the following versions of MYOB AccountRight Live. This includes both '''Standard''', '''Plus''' and '''Premier''' editions. * MYOB AccountRight Live 2017 * MYOB AccountRight Live 2016 * MYOB AccountRight Live 2015 * MYOB AccountRight Live 2014 * MYOB AccountRight Live 2013 For other versions of MYOB, see [[MYOB AccountRight Classic]]. == Supported Features == Not all functionality is available through MYOB AccountRight Live at this stage. As MYOB continues to provide additional functionality through their API, Accounting Addons will continue to integrate. Currently, the following data sets are supported. * Most Reports * [[Accruals]] * Budgeting * Consolidations * Comments * Cash Flow Reporting * Cash Flow Forecasting === Notes === * If some features you need are not currently included, feel free to contact [http://accountingaddons.com.au Accounting Addons]. While we do add features based on our own internal schedule, we do prioritise anything requested by current or prospective customers. == Un-supported Features == * [[Actuals - Cash|Cash Based Reporting]] * [[Auditing values on reports using Drilldown|Drill Down]] * [[Balance Sheet By Job]] * [[Job Groups]] * Retrieving MYOB Company Budgets * Retreiving MYOB Job Budgets == How To Guides == * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] == Related Topics == 28c91d2031eb757a95907d8a2141890f892d4034 0 119 3600 2414 2017-05-25T01:04:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink can connect to MYOB AccountRight 19 or lower. This includes older versions with different names such as: * '''MYOB Accounting''' * '''MYOB Accounting Plus''' * '''MYOB Premier''' * '''MYOB Premier Enterprise. == Supported Features == All [[Features|features]] in BudgetLink are supported for MYOB AccountRight . == How To Guides == * [[Installing the MYOB ODBC driver]] * [[Connecting BudgetLink to MYOB AccountRight 19]] == Related Topics == 70bcca457e89d4e08779582248f42bed203fcfb0 0 364 3601 1499 2017-05-25T01:17:14Z Nic 2 wikitext text/x-wiki == Overview == This error typically indicates that the data file must be upgraded to the latest version in order to connect to it. == Procedure == The procedure to follow varies depending on the location of your MYOB data file. === For MYOB data files located on your local machine === If your data file is located on your local machine, this error typically occurs for the following reasons. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]]. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the same machine. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located on server === If your data file is located on a server, this error typically occurs for the following reasons. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]] on the server hosting the data file. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the server hosting the data file. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located in the cloud === If you MYOB data file is located in the cloud, you simply need to install the latest version of [[MYOB AccountRight Live]]. This error occurs because the Cloud server has been upgraded, but your data file has not. [[Category:Troubleshooting]] c87ba0f988ededa38a7642fbbb4c62297c5f9dda 3602 3601 2017-05-25T01:18:15Z Nic 2 wikitext text/x-wiki == Overview == This error typically indicates that the data file must be upgraded to the latest version in order to connect to it. == Procedure == The procedure to follow varies depending on the location of your MYOB data file. === For MYOB data files located on your local machine === If your data file is located on your local machine, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]]. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the same machine. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located on server === If your data file is located on a server, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]] on the server hosting the data file. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the server hosting the data file. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located in the cloud === If you MYOB data file is located in the cloud, you simply need to install the latest version of [[MYOB AccountRight Live]]. This error occurs because the Cloud server has been upgraded, but your data file has not. [[Category:Troubleshooting]] ed94ad7f4cc9e1a44a5e4128dc2d04291545288a 0 543 3603 2021 2017-05-26T04:47:47Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report template == Procedure == # Make changes to the way you want your report # Change the columns that display in the report using the Layout button # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original 27c7ca2cf07a5e86f71e60e6a164dccff3c2fb47 3604 3603 2017-05-26T04:54:48Z Jeff 1 wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report template == Procedure == === Preparation ==+ Before making changes to the report template we suggest that you create a copy of the # Click Save in Excel # Choose Save as # Give it a different name. We suggest adding your company name to the front of the existing name # Save in the same System folder ===Edit the Report Template== # Make changes to the report template ## Edit formulas ## Show and Hide columns using the # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original ef482fdb00b138cea55cdc54ff0b0bbce2bb48e8 3605 3604 2017-05-26T04:55:29Z Jeff 1 wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report template == Procedure == === Preparation === Before making changes to the report template we suggest that you create a copy of the # Click Save in Excel # Choose Save as # Give it a different name. We suggest adding your company name to the front of the existing name # Save in the same System folder ===Edit the Report Template=== # Make changes to the report template ## Edit formulas ## Show and Hide columns using the # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original e7ed5c80827826bfa219328458dbd88ab4074a21 3606 3605 2017-05-26T04:57:27Z Jeff 1 /* Edit the Report Template */ wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report template == Procedure == === Preparation === Before making changes to the report template we suggest that you create a copy of the # Click Save in Excel # Choose Save as # Give it a different name. We suggest adding your company name to the front of the existing name # Save in the same System folder ===Edit the Report Template=== # Expand the Report * Click the green cross in the tool bar # Make changes to the report template * Edit formulas * Show and Hide columns using the # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original d424e174ea0f6cf3d32e6d1a93327647d6d7a063 3607 3606 2017-05-26T04:57:53Z Jeff 1 /* Edit the Report Template */ wikitext text/x-wiki == Overview == If you find that you keep customising a report a certain way then you can save that customisation by updating the report template == Procedure == === Preparation === Before making changes to the report template we suggest that you create a copy of the # Click Save in Excel # Choose Save as # Give it a different name. We suggest adding your company name to the front of the existing name # Save in the same System folder ===Edit the Report Template=== # Expand the Report ## Click the green cross in the tool bar # Make changes to the report template ## Edit formulas ## Show and Hide columns using the # Click the Excel Save button. # In the Save Form click Update == Notes == * Clicking update will save the template so that the next time you open it will start with the layout chosen * If you want to change or lock or hide some of the filters in the Customise form then contact us for assistance * If you want to keep the original layout of the report copy the sheet in the workbook and modify one before updating * During the update process, a back up of the workbook is taken so if you make a mistake its possible to restored back to the original c80bca2d2b821d482adda9106372d82294b77992 0 855 3609 2017-05-26T06:04:43Z Nic 2 Created page with "BudgetLink will display this message when it has tried all known ODBC Driver and still failed to connect an [[MYOB AccountRight Classic]] data file. We recommend installing o..." wikitext text/x-wiki BudgetLink will display this message when it has tried all known ODBC Driver and still failed to connect an [[MYOB AccountRight Classic]] data file. We recommend installing or reinstalling the ODBC driver. See [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] for more information. be65fd059fff2870b59617850dfe66f98f3d9973 3610 3609 2017-05-26T06:05:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink will display this message when it has tried all known ODBC Driver and still failed to connect an [[MYOB AccountRight Classic]] data file. We recommend installing or reinstalling the ODBC driver. See [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 6428a7b48fd18ab295b60d62defade94fbf3bf6a 0 856 3611 2017-05-26T06:05:56Z Nic 2 Redirected page to [[Could not find a valid MYOB AccountRight Classic ODBC driver]] wikitext text/x-wiki #REDIRECT [[Could not find a valid MYOB AccountRight Classic ODBC driver]] 5bf89b8900e21b7e7a0e049e40c674376ee8707b 0 857 3612 2017-05-26T06:16:16Z Nic 2 Created page with "== Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the username and password provided. We recommen..." wikitext text/x-wiki == Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the username and password provided. We recommend you edit the data file connection. For more information, see [[Connecting BudgetLink to MYOB AccountRight Classic data file]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Classic data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 41bc74db0dc55a236b9be9f0d13957db75fc874f 3613 3612 2017-05-26T06:17:01Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the username and password provided. We recommend you edit the data file connection. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 684ff53e217361e8485514ce85a5e737bd33aa3d 0 858 3614 2017-05-26T06:19:04Z Nic 2 Created page with "== Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the selected ODBC Drive. We recommend you edit ..." wikitext text/x-wiki == Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the selected ODBC Drive. We recommend you edit the data file connection and change it to '''(Auto Detect)''' the ODBC driver. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. If problems still persist, it may be that the ODBC Driver is corrupt. For more information, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] bc7869196dd3f58d59b906edddd7acc3729359cb 3615 3614 2017-05-26T06:19:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink will display this message when it fails to connect an [[MYOB AccountRight Classic]] data file using the selected ODBC Driver. We recommend you edit the data file connection and change it to '''(Auto Detect)''' the ODBC driver. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. If problems still persist, it may be that the ODBC Driver is corrupt. For more information, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 91fe589a709ef7743ec9a6efc2d06aaa60e1d39e 0 859 3616 2017-05-26T06:20:05Z Nic 2 Created page with "== Overview == BudgetLink will display this message when it fails to load the MYOB ODBC Driver used to connect to an [[MYOB AccountRight Classic]] data file. We recommend re..." wikitext text/x-wiki == Overview == BudgetLink will display this message when it fails to load the MYOB ODBC Driver used to connect to an [[MYOB AccountRight Classic]] data file. We recommend reinstalling the ODBC Driver. For more information, see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 77afafe5bdd9bbb32f9087a2d7970cc0eea5f98d 0 860 3617 2017-05-26T06:21:31Z Nic 2 Created page with "== Overview == BudgetLink will display this message when running under a 64-bit version of Excel and trying to connect [[MYOB AccountRight Classic]] data file. The MYOB ODBC..." wikitext text/x-wiki == Overview == BudgetLink will display this message when running under a 64-bit version of Excel and trying to connect [[MYOB AccountRight Classic]] data file. The MYOB ODBC Driver that MYOB provides only works in 32-bit environments. We recommend installing the 32-bit version of Excel. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 77c413fe992e3aff40323f50cb78d6d9faeedea7 0 861 3618 2017-05-26T06:22:24Z Nic 2 Created page with "== Overview == BudgetLink will display this message when it cannot find your [[MYOB AccountRight Classic]] data file using. It is possible that you've moved or renamed your ..." wikitext text/x-wiki == Overview == BudgetLink will display this message when it cannot find your [[MYOB AccountRight Classic]] data file using. It is possible that you've moved or renamed your MYOB data file. This typically occurs when rolling over your data file. We recommend you edit the data file connection. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 48b1192238e72fe7b58b7f72099107ffcb8a86ac 0 862 3619 2017-05-26T06:22:45Z Nic 2 Created page with "== Overview == BudgetLink will display this message when your've not browsed for your [[MYOB AccountRight Classic]] data file. We recommend you edit the data file connection..." wikitext text/x-wiki == Overview == BudgetLink will display this message when your've not browsed for your [[MYOB AccountRight Classic]] data file. We recommend you edit the data file connection. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] 7c80ab4f2309b9c3930d7b83e22242f0f90cd8d9 3620 3619 2017-05-26T06:22:58Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink will display this message when you have not browsed for your [[MYOB AccountRight Classic]] data file. We recommend you edit the data file connection. For more information, see [[Connecting BudgetLink to MYOB AccountRight 19]]. == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight 19]] 24b8c439f5cd2b6ace8636c50d0a75c415b1535e 0 863 3621 2017-05-26T06:24:36Z Nic 2 Created page with "== Overview == BudgetLink should never display this message as it is configured to have access to your MYOB data file without the need for you having to register your MYOB da..." wikitext text/x-wiki == Overview == BudgetLink should never display this message as it is configured to have access to your MYOB data file without the need for you having to register your MYOB data file for ODBC access. We recommend you [http://accountingaddons.com.au/contact-us contact us] if you receive this message. 16e8a38bb7a39a473c20cfa309debfb8ff5b4efc 0 864 3622 2017-05-26T06:42:24Z Nic 2 Redirected page to [[Errors occurred connecting to the (Data File Name) data file]] wikitext text/x-wiki #REDIRECT [[Errors occurred connecting to the (Data File Name) data file]] ec8431f4b510287051739021bcdc420c9b62ef77 0 865 3623 2017-05-26T06:43:32Z Nic 2 Redirected page to [[The MYOB ODBC driver is not compatible with 64-bit Excel]] wikitext text/x-wiki #REDIRECT [[The MYOB ODBC driver is not compatible with 64-bit Excel]] 2a01cf586174deb3e132df58d00ec8949685fcd7 0 866 3624 2017-05-26T06:44:30Z Nic 2 Redirected page to [[The username or password for your MYOB AccountRight Classic file is invalid]] wikitext text/x-wiki #REDIRECT [[The username or password for your MYOB AccountRight Classic file is invalid]] a96acbfcb4cd42b303356787b31d1ad2bea48251 0 867 3625 2017-05-26T06:45:34Z Nic 2 Redirected page to [[The MYOB ODBC driver is corrupt]] wikitext text/x-wiki #REDIRECT [[The MYOB ODBC driver is corrupt]] d8033f88a615e43f3a5d807807f53a91775208e3 0 868 3626 2017-05-26T06:47:55Z Nic 2 Redirected page to [[The MYOB AccountRight Classic file was not specified]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Classic file was not specified]] e79ff1da0b7543989e53be26e0a1fd9906693b86 0 869 3627 2017-05-26T06:48:50Z Nic 2 Redirected page to [[The MYOB AccountRight Classic file could not be found]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Classic file could not be found]] 48313855b86af3362c3d57f4492f64da687258c0 0 870 3628 2017-05-26T06:49:27Z Nic 2 Redirected page to [[The MYOB AccountRight Classic file could not be found]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Classic file could not be found]] 48313855b86af3362c3d57f4492f64da687258c0 0 871 3629 2017-05-26T06:50:24Z Nic 2 Redirected page to [[The MYOB AccountRight Classic file is not registered for ODBC]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Classic file is not registered for ODBC]] 42fba5e2bf13d2080ea09cb762015f5c3108dcce 0 1 3630 3556 2017-05-29T00:53:05Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.5.4.201]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d0f1bfb2452afd56af4e2dac74d7f628a19af5e1 0 204 3631 3557 2017-05-29T00:54:04Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d457e0fa9926e1cc57d01ae28140a3435489f468 0 872 3632 2017-05-29T00:55:35Z Nic 2 Created page with "BudgetLink v2017.5.4.201 was released on 29/05/2017. == Enhancements == '''Fixes''' * Fixed 64-bit issue caused by XERO private certificate integration. == Related Topics =..." wikitext text/x-wiki BudgetLink v2017.5.4.201 was released on 29/05/2017. == Enhancements == '''Fixes''' * Fixed 64-bit issue caused by XERO private certificate integration. == Related Topics == * [[BudgetLink version archive]] 52faac9eb57b3840d4cd087f05b1960a2cb707e2 0 59 3633 3528 2017-05-29T03:38:19Z Jeff 1 /* How to change the number of financial years available in BudgetLink */ wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for three financial years (last year, this year, next year), BudgetLink has no such restrictions. Consult the following how to guides for more information. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve financial years (Current, Last and Next) into it's memory. The Current Financial Year is set to the Financial Year in your data file This default was created to control the time the [[Get Data]] process takes and memory usage. BudgetLink does have a setting which enables you override the number of years pulled. For more info follow [[How to change the numbers of financial years available in BudgetLink]] guide. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Periods]] 2fefab81c47b16df40f7eacf5d41524f12f04541 3634 3633 2017-05-29T03:39:13Z Jeff 1 /* How to change the number of financial years available in BudgetLink */ wikitext text/x-wiki == Overview == BudgetLink can report on a number of financial years. While MYOB can only produce reports for three financial years (last year, this year, next year), BudgetLink has no such restrictions. Consult the following how to guides for more information. == How To Guides == === How to change the number of financial years available in BudgetLink === By default, BudgetLink is configured to only retrieve a few financial years (Current, Last and Next) into memory. The Current Financial Year is set to the Financial Year in your data file This default was created to control the time the [[Get Data]] process takes and memory usage. BudgetLink has a setting which enables you override the number of years loaded. For more info follow [[How to change the numbers of financial years available in BudgetLink]] guide. === How to change the start of the financial year === By default, BudgetLink uses your accounting products start month and end month to control when the financial year begins and ends. However, this can be changed if you are required to produce reports differently. Read the [[How to change the start of the financial year]] guide for more information. == Related Topics == * [[Periods]] a80d2e555cfcd0831bc988e04955b06b9db724c4 0 775 3635 3148 2017-06-07T03:03:43Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == For information on enabling macros manually, see [[Enabling Macros in Microsoft Excel]]. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] e91b7b37fe545fccb7a851bcf6e02bd72d540d0e 0 775 3636 3635 2017-06-07T03:04:50Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 63b6d9dcdf74b865d117592c84d01322aea48460 3637 3636 2017-06-07T03:06:38Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Startup Problems]] [[Category:Troubleshooting]] 12ee2ec6dad97c9bbb7b5517192b951f9154c63a 3638 3637 2017-06-07T03:06:49Z Nic 2 wikitext text/x-wiki == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-up Problems]] [[Category:Troubleshooting]] bfc321c645a607ec2729b9ab993d90d73b438f58 3639 3638 2017-06-07T03:07:33Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] a0f43775111fd3e3ec031bf7b85e08877f6f2bcf 3640 3639 2017-06-07T03:10:58Z Nic 2 wikitext text/x-wiki NOTOC [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 6701dc189f672feef10d43a9706c5659e3e150fd 3641 3640 2017-06-07T03:11:19Z Nic 2 wikitext text/x-wiki __NOTOC__ [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 0351962ca4c7d72322e073b2ef8d4c0141524867 3642 3641 2017-06-07T03:11:29Z Nic 2 wikitext text/x-wiki [Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 1f536049dba91790baca73315ed08c0974c83314 3643 3642 2017-06-07T03:11:37Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 06b575eaa6f6ed5a908e89a076f894ad484983e8 3644 3643 2017-06-07T03:12:28Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start _TOC_ == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ ac5c933576ecb5e49f27e13e4c54c3206746bc46 3645 3644 2017-06-07T03:12:36Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start __TOC__ == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 5e818e2dcdd6f4c1f26d1cb6124e4be481cd4b38 3646 3645 2017-06-07T03:12:52Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink. If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 06b575eaa6f6ed5a908e89a076f894ad484983e8 3647 3646 2017-06-07T03:14:22Z Nic 2 wikitext text/x-wiki [[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \ BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink == If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 0dfcc880784a9553a2e76ad45529e74235a78d5c 3648 3647 2017-06-07T03:17:24Z Nic 2 wikitext text/x-wiki '''[[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \''' BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink == If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing the trusted location]] and [[Disabling Trusted Documents]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ d555bb99115a42ff7e4f47300a5a1b372b1147ad 3649 3648 2017-06-07T03:20:15Z Nic 2 wikitext text/x-wiki '''[[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \''' BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink == If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type of error we recommend [[Removing a trusted location in Microsoft Excel]] and [[Disabling Trusted Documents in Microsoft Excel]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 3fa36fa4d29324c40b1e26c818568ec0d8b07491 3653 3649 2017-06-07T03:26:10Z Nic 2 wikitext text/x-wiki '''[[Troubleshooting]] \ [[Troubleshooting Start-Up Problems]] \''' BudgetLink opens but doesn't start == Overview == If BudgetLink opens but doesn't start, read the following guides. == Enabling Macros == When running BudgetLink the first time, you may need to enable macros. See [[Enabling Macros in Microsoft Excel]] for more information. == Adding a trusted location in Microsoft Excel == Adding a trusted location to Microsoft Excel should ensure that BudgetLink starts correctly each and every time. For more information, see [[Adding a Trusted Location in Microsoft Excel]]. == BudgetLink started in protected view == On some machines, BudgetLink may start in protected view. See [[BudgetLink started in protected view]] for more information. == Unreable contents error when starting BudgetLink == If you receive an ''unreadable contents error'' when starting BudgetLink, see [[Unreadable contents error when starting BudgetLink]]. == Repair Microsoft Office == Repairing Microsoft Office may resolve many unusual errors. See [[Repair office and ensure that all components of Office are installed]] for more formation. == BudgetLink doesn't start in Excel 2016 == We've identified an issue where macros are enabled, trusted locations exist yet the software doesn't start. This doesn't affect all versions of Excel and only seem to occur on specific machines. For this type see [[Removing a trusted location in Microsoft Excel]] and [[Disabling Trusted Documents in Microsoft Excel]]. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] __NOTOC__ 44b46da26d6fcd4ced93859b068dfff139d777b4 0 873 3650 2017-06-07T03:23:43Z Nic 2 Created page with "== Overview == On some machines, it is best not to add a trusted location in order for BudgetLink to start correctly. == Removing a trusted location in Microsoft Excel 2017..." wikitext text/x-wiki == Overview == On some machines, it is best not to add a trusted location in order for BudgetLink to start correctly. == Removing a trusted location in Microsoft Excel 2017 == To remove an existing trusted location from Microsoft Excel 2017, follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # Find and select the entry relating to BudgetLink or the trusted location you want to remove; # Click the '''Remove''' button; # Click the '''Browse...''' button and select the folder where ODBClink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; == Related Topics == * [[BudgetLink opens but doesn't start]] [[Category:Troubleshooting]] 6c30b23bf2d8d22d061f59589dcb9b9258a81fd2 3651 3650 2017-06-07T03:24:02Z Nic 2 wikitext text/x-wiki == Overview == On some machines, it is best not to add a trusted location in order for BudgetLink to start correctly. == Removing a trusted location in Microsoft Excel 2017 == To remove an existing trusted location from Microsoft Excel 2017, follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # Find and select the entry relating to BudgetLink or the trusted location you want to remove; # Click the '''Remove''' button; # Click the '''Browse...''' button and select the folder where ODBClink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; == Related Topics == * [[BudgetLink opens but doesn't start]] * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 30518a936dfbba12fee68e75bdace549cd0f693c 3652 3651 2017-06-07T03:25:20Z Nic 2 wikitext text/x-wiki == Overview == On some machines, it is best not to add a trusted location in order for BudgetLink to start correctly. == Removing a trusted location in Microsoft Excel 2010, 2013 and 2016 == To remove an existing trusted location from Microsoft Excel 2010, 2013 and 2016, follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # Find and select the entry relating to BudgetLink or the trusted location you want to remove; # Click the '''Remove''' button; # Click the '''Browse...''' button and select the folder where ODBClink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; == Removing a trusted location in Microsoft Excel 2007 == To remove an existing trusted location from Microsoft Excel 2007, follow these steps. # Start '''Microsoft Excel'''; # Click on the '''Round Office''' button; # Click on the '''Excel Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialogue; # Find and select the entry relating to BudgetLink or the trusted location you want to remove; # Click the '''Remove''' button; # Click the '''Browse...''' button and select the folder where ODBClink is installed' # Tick the '''Subfolders of this location are also trusted''' checkbox; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; == Related Topics == * [[BudgetLink opens but doesn't start]] * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 7859f2236ef6628ae5d321afc80990ec03597068 0 874 3654 2017-06-07T03:30:48Z Nic 2 Created page with "== Overview == On some machines, it is best not to used trusted documents in order for BudgetLink to start correctly. Trusted Documents are a feature of Microsoft Excel 201..." wikitext text/x-wiki == Overview == On some machines, it is best not to used trusted documents in order for BudgetLink to start correctly. Trusted Documents are a feature of Microsoft Excel 2010 onwards and did not exist in Microsoft Excel 2007. == Disabling Trusted Documents in Microsoft Excel 2010, 2013 and 2016 == To remove an trusted documents in Microsoft Excel 2010, 2013 and 2016, follow these steps. # Start '''Microsoft Excel'''; # Click on the '''File''' button; # Click on the '''Options''' button; # Click on the '''Trust Center''' entry in the list on the Excel Options dialogue; # Click on the '''Trust Center Settings...''' button; # Click on the '''Trusted Documents''' entry in the list on the Trust Center dialogue; # Click the '''Clear''' button to clear the trusted documnets list; # Tick the '''Disable Trusted Documents''' checkbox; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; == Related Topics == * [[BudgetLink opens but doesn't start]] * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] a6ba169cfc82e6548b88f9830cfafffddd8198bc 6 875 3655 2017-06-13T05:06:24Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 125 3656 3396 2017-06-13T05:06:48Z Nic 2 Nic uploaded a new version of &quot;[[File:XeroDataFileSetup.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 126 3657 3397 2017-06-13T05:07:41Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Select '''Connect to Xero using the inbuilt public certificate (default)''' as the '''Connection Type'''; # Click '''Refresh Lists''' and login to the XERO data file; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * The Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 812f8b07452c5cc49c46a427da4ee45e9698ee4c 3658 3657 2017-06-13T05:08:51Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Select '''Connect to Xero using the inbuilt public certificate (default)''' as the '''Connection Type'''; # Click '''Refresh Lists''' and login to the XERO data file; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] 2ecd07f981745ff2be9d29fa8159b6cd221e499b 3659 3658 2017-06-13T05:09:21Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Select '''Connect to Xero using the inbuilt public certificate (default)''' as the '''Connection Type'''; # Click '''Refresh Lists''' and login to the XERO data file; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] 8e21e35da112906993736839037a87906753f7b6 0 876 3660 2017-06-13T05:09:57Z Nic 2 Created page with "== Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to ..." wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. Note that should you no longer want to use BudgetLink, you will need to revoke XERO access from BudgetLink. See [[Removing a private application from XERO]] for further information. == Requirements == Prior to configuring BudgetLink, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. You will also need to setup a private application in Xero. See [[Creating a private application in Xero]] for more information. == How to connect BudgetLink to Xero using a private certificate == [[File:XeroDataFileSetupPrivate.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink to XERO using a private certificate, follow these steps. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information. # Enter the '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Select '''Connect to Xero using your own private certificate''' as the '''Connection Type'''; # Enter the '''Consumer Key''' and '''Consumer Secret''' generated when you [[Creating a private application in Xero|created a private application in Xero]]; # Click the '''Browse''' button next to '''Private Key''' to browse your [[Creating an X509 certificate using OpenSSL|private key PEM file]]; # Click the '''Test''' button to ensure the connection is created correctly; # If using '''Jobs''' or '''Categories''', click '''Refresh Lists'''; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. <br clear=all /> == Related Topics == * [[Connecting BudgetLink to Xero]] 2ebc6dc0bb519def78fc03b230ac657a541d9477 3661 3660 2017-06-13T05:11:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. Note that should you no longer want to use BudgetLink, you will need to revoke XERO access from BudgetLink. See [[Removing a private application from Xero]] for further information. == Requirements == Prior to configuring BudgetLink, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. You will also need to setup a private application in Xero. See [[Creating a private application in Xero]] for more information. == How to connect BudgetLink to Xero using a private certificate == [[File:XeroDataFileSetupPrivate.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink to XERO using a private certificate, follow these steps. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information. # Enter the '''Company Name'''; # Select '''Xero''' as the '''Data File Type'''; # Select '''Connect to Xero using your own private certificate''' as the '''Connection Type'''; # Enter the '''Consumer Key''' and '''Consumer Secret''' generated when you [[Creating a private application in Xero|created a private application in Xero]]; # Click the '''Browse''' button next to '''Private Key''' to browse your [[Creating an X509 certificate using OpenSSL|private key PEM file]]; # Click the '''Test''' button to ensure the connection is created correctly; # If using '''Jobs''' or '''Categories''', click '''Refresh Lists'''; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. <br clear=all /> == Related Topics == * [[Connecting BudgetLink to Xero]] e2484d983ec1828fc63a93bbec31008a53c80afa 0 877 3662 2017-06-13T05:11:33Z Nic 2 Created page with "== Overview == If you have created a private application in Xero that you no longer wish to use, we strongly recommended removing it from the list. This is especially importa..." wikitext text/x-wiki == Overview == If you have created a private application in Xero that you no longer wish to use, we strongly recommended removing it from the list. This is especially important if you [[Connecting BudgetLink to Xero using a private certificate|connected BudgetLink to Xero using a private certificate]]. == How to remove a private application from XERO == To remove a private application from XERO, follow these steps. # Open your web browser; # Navigate to [https://api.xero.com/Application https://api.xero.com/Application]; # Login to Xero; # Tick the private application you wish to remove; # Click the '''Delete''' button. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] ea96b70a8bb2cf6645b64d1f4f517674490096a3 3663 3662 2017-06-13T05:11:59Z Nic 2 wikitext text/x-wiki == Overview == If you have created a private application in Xero that you no longer wish to use, we strongly recommended removing it from the list. This is especially important if you [[Connecting BudgetLink to Xero using a private certificate|connected BudgetLink to Xero using a private certificate]]. == How to remove a private application from Xero == To remove a private application from Xero, follow these steps. # Open your web browser; # Navigate to [https://api.xero.com/Application https://api.xero.com/Application]; # Login to Xero; # Tick the private application you wish to remove; # Click the '''Delete''' button. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] 72cdb8d15dde2e634c23d674fe1834c03a1a7167 0 878 3664 2017-06-13T05:12:35Z Nic 2 Created page with "== Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to ..." wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. In order to setup a private application in Xero, you will need to create an X509 certificate. We recommend using OpenSSL. == Requirements == OpenSSL for Windows can be downloaded for free from the following website [http://slproweb.com/products/Win32OpenSSL.html http://slproweb.com/products/Win32OpenSSL.html]. == How to create an X509 certificate using OpenSSL == To create an X509 certificate using OpenSSL, follow these steps. ''Note that for all the instructions you will need to enter your organisation name where you see '''<organisation name>'''.'' # Open the command line application using '''<Windows Key>+<R Key>''' on your keyboard and running the '''CMD''' command; # Go to the OpenSSL bin folder using either of these command lines; #:: '''CD C:\OpenSSL-Win32\bin\''' #:: '''CD C:\OpenSSL-Win64\bin\''' # Create a 1024 bit private key using the following command line; #:: '''openssl genrsa -out ''<organisation name>''.pem 1024''' # Create the X509 certificate using the following command line; #:: '''openssl req -new -x509 -key ''<organisation name>''.pem -out ''<organisation name>''.cer -days 1825''' #:: ''When running this command line, you will be prompted for additional inputs such as country, state, locality, etc.'' #:: ''Organizational Unit, Command Name can be left blank.'' You now have a '''Private Key PEM''' file and a public '''X509 Certificate''' required to create the private application in Xero. We recommend you backup both files. Also note that the X509 Certificate will only be valid for 1825 days (5 years) and will need to be replaced eventually. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] * [https://developer.xero.com/documentation/api-guides/create-publicprivate-key https://developer.xero.com/documentation/api-guides/create-publicprivate-key] 2c664830999d761f4215656f780f121e9d15f368 3666 3664 2017-06-13T23:22:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. In order to setup a private application in Xero, you will need to create an X509 certificate. We recommend using OpenSSL. == Requirements == ''OpenSSL for Windows'' can be downloaded from the following website [http://slproweb.com/products/Win32OpenSSL.html http://slproweb.com/products/Win32OpenSSL.html]. Simply go to the website, scroll to the table and download the latest version matching your 32-bit or 64-bit operating system. You can find out more about OpenSSL from the following website [http://https://www.openssl.org https://www.openssl.org]. == How to create an X509 certificate using OpenSSL == To create an X509 certificate using OpenSSL, follow these steps. ''Note that for all the instructions you will need to enter your organisation name where you see '''<organisation name>'''.'' # Open the command line application using '''<Windows Key>+<R Key>''' on your keyboard and running the '''CMD''' command; # Go to the OpenSSL bin folder using either of these command lines; #:: '''CD C:\OpenSSL-Win32\bin\''' #:: '''CD C:\OpenSSL-Win64\bin\''' # Create a 1024 bit private key using the following command line; #:: '''openssl genrsa -out ''<organisation name>''.pem 1024''' # Create the X509 certificate using the following command line; #:: '''openssl req -new -x509 -key ''<organisation name>''.pem -out ''<organisation name>''.cer -days 1825''' #:: ''When running this command line, you will be prompted for additional inputs such as country, state, locality, etc.'' #:: ''Organizational Unit, Command Name can be left blank.'' You now have a '''Private Key PEM''' file and a public '''X509 Certificate''' required to create the private application in Xero. We recommend you backup both files. Also note that the X509 Certificate will only be valid for 1825 days (5 years) and will need to be replaced eventually. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] * [https://developer.xero.com/documentation/api-guides/create-publicprivate-key https://developer.xero.com/documentation/api-guides/create-publicprivate-key] 0c592329ef9943026063468c7bc818e809b26e5e 0 879 3665 2017-06-13T05:13:19Z Nic 2 Created page with "== Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to ..." wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. == Requirements == Prior to creating a private application, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. == How to create a private application in Xero == To create a private application in Xero, follow these steps. # Open your web browser; # Navigate to [https://api.xero.com/Application https://api.xero.com/Application] and login to Xero; # If this is not your first private application, click the '''Add Application''' button; # Select '''Private''' as the type of application to create; # Enter a unique '''Application Name'''; #:: ''We recommend including the organisation or company name.'' # Select the '''organisation''' from the dropdown; # Tick the '''Upload X509 certificate file (.cer)'''; # Click the '''Choose File''' button and browse for your [[Creating an X509 certificate using OpenSSL|X509 Certificate]]; # Tick the '''Enable Payroll API for this organisation''' if you need payroll data; # Tick the '''I have read and agree to the Xero Developer Platform Terms'''; # Click the '''Save''' button to save the private application settings; # Click both '''Show''' buttons under '''OAuth Credentials'''; # Make note of both the '''Consumer Key''' and '''Consumer Secret''' as you will need them later. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] 251561557dbf732f260de0215e4d97f93b0cecb8 0 1 3667 3630 2017-06-13T23:41:58Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.6.1.202]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 1f0a1def8143850f3cfc8d92ef677ac01c7fba47 3671 3667 2017-06-26T03:28:31Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.6.2.203]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 846948a072078a6f6dd8657e2a231e51de06a01a 0 204 3668 3631 2017-06-13T23:42:22Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 4358df814d2df244cb9316d45b008c6a8738f4c9 3670 3668 2017-06-26T03:28:24Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b317274afc223e1f26b5f15533bcd4196f664227 0 880 3669 2017-06-13T23:46:18Z Nic 2 Created page with "BudgetLink v2017.6.1.202 was released on 14/06/2017. == Enhancements == '''Reports''' * Enhanced Forecast Report to add category selection. * Enhanced Cash Flow Report to li..." wikitext text/x-wiki BudgetLink v2017.6.1.202 was released on 14/06/2017. == Enhancements == '''Reports''' * Enhanced Forecast Report to add category selection. * Enhanced Cash Flow Report to list bank accounts at top of the report. * Enhanced Cash Flow Report to include opening bank balance for all actual months. '''MYOB AccountRight Live''' * Enhanced to be compatible with MYOB 2017.1 '''Xero''' * Added browse button to browse for Private Key PEM file for Xero. '''Upgrade''' * Fixed upgrade process to handle quotes/apostrophes in values. '''Get Data''' * Enhanced get data log to keep track of times better. * Enhanced get data log relating to data warehouses and data files. '''Miscellaneous''' * Enhanced licensing to cache latest subscription edition name and use, where possible in prompts. * Fixed issue with menu not refreshing correctly. * Enhanced Internet Explorer Wrapper to recover when IE disconnects from client. == Related Topics == * [[BudgetLink version archive]] db40e1f0689e7481cea85a73237f8a0efd32ec21 0 881 3672 2017-06-26T03:29:36Z Nic 2 Created page with "BudgetLink v2017.6.2.203 was released on 26/06/2017. == Enhancements == '''Version''' * Added Accruals (Company) for all types of data files. '''Reports''' * Enhanced Budg..." wikitext text/x-wiki BudgetLink v2017.6.2.203 was released on 26/06/2017. == Enhancements == '''Version''' * Added Accruals (Company) for all types of data files. '''Reports''' * Enhanced Budget Analysis and Budget Variance by Month reports to dynamically and simplify variance calculation. '''Miscellaneous''' * Increased length of AddonsLink Lists.xlsm to increase performance for large files. * Added Manual Start button to startup workbook should it fail to start. * Fix issue with crashes when closing. * Enhanced filtering dialogue to populate account sets, job sets and account hierarchies without the need to recalculate. == Related Topics == * [[BudgetLink version archive]] 3bcd2e57986c59ab3c9005cbf53dcbd3d7795133 0 542 3673 3349 2017-06-30T02:00:14Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 812d2a18ff9405f5318e0eafc0656d7242c9cc35 0 882 3674 2017-06-30T02:03:16Z Jeff 1 Created page with "== STEPS TO RESOLVE == * Run the manual test connection * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition the..." wikitext text/x-wiki == STEPS TO RESOLVE == * Run the manual test connection * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition then install the API 4f069e280fd3db7221206c1c73b7a3df46d1df5a 3676 3674 2017-06-30T02:22:39Z Jeff 1 /* STEPS TO RESOLVE */ wikitext text/x-wiki == STEPS TO RESOLVE == * Run the manual test connection * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition then install/re-install the API 5ef53593bbe8b0f07729378ed86ca79c29ef86f0 0 479 3675 3527 2017-06-30T02:05:10Z Jeff 1 /* Manually testing a connection to MYOB AccountRight live on your local machine */ wikitext text/x-wiki == Overview == [[File:MYOBAccountRightLiveConnectionTest.png|300px|thumb|right|Testing the connection to MYOB AccountRight Live using your web browser]] If your MYOB AccountRight live data file is hosted locally (on your local machine) or on your own server, you can test to see if the API is working by using your web browser. Note that this does not apply to MYOB AccountRight Classic which uses the ODBC driver technology. == Manually testing a connection to MYOB AccountRight live == To test a connection to MYOB AccountRight live using your web browser, follow these steps. # Open your web browser (Internet Explorer, Chrome, Firefox, etc.); # Navigate to: ## Local Machine: [http://localhost:8080/AccountRight/ http://localhost:8080/AccountRight/]; ## Server: <nowiki>http://machinename:8080/AccountRight/</nowiki> (where machinenameis the actual name of the server); # Click on one of the hyperlinked data file that appears; # Log in to your data file using the correct user name and password; # Click a few of the hyperlinks until you see tables of data as in the image == How do you know if the test fails == The test has failed if: #You don't see tables similar to the image to the right or; #You get an error message after logging onto the data file == Additional server tests == * This approach can also be used on a server if you are physically logged into the server. This should prove if the API is up and running on that server. Although, the API may still be blocked from external connections by other computers. * If you can connect to the data file while logged into the server, but not when using the server URL, this implies network issues such as firewall, etc. preventing connections from external devices. == What to do if the manual test fails == If the test fails then [[Installing the MYOB AccountRight Live API|Reinstall the MYOB AccountRight Live API]]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] e42905619278dc629c52b4e3782352bfe5d5e8e7 0 69 3677 2109 2017-07-05T21:38:46Z Jeff 1 /* Troubleshooting Guides */ wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Setup-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] * [[Troubleshooting Auto Upload Problems]] * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 2184b00289f55f5c3c0c96dd5f75ed3b57955d9b 3684 3677 2017-07-05T21:49:43Z Jeff 1 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Set-Up Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] * [[Troubleshooting Auto Upload Problems]] * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] d5a6d98db55ee0d65b7bbc6a803c1fe76705686c 0 883 3678 2017-07-05T21:39:30Z Jeff 1 Created page with "The purpose of this page is to list various topics that will assist you in solving setup-up related problems." wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup-up related problems. 8bf3028c264b07ecb986b08281b0c640c634cd10 3679 3678 2017-07-05T21:40:46Z Jeff 1 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup-up related problems. * [[Data file setup - Error - Errors occurred saving data file information]] 67173c42cfd5e3ac3b9898e7ed985ef5562bea18 0 884 3680 2017-07-05T21:43:40Z Jeff 1 Created page with "The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the messa..." wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message """Errors occurred saving data file information""" It generally suggests that your PC User Profile does not have permissions to edit the [[BudgetLink Folder]] 6a7e5e5c44cdd85012a8b6dbed96d5fc65f8bd30 3681 3680 2017-07-05T21:44:13Z Jeff 1 /* Situation */ wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It generally suggests that your PC User Profile does not have permissions to edit the [[BudgetLink Folder]] 446ffa3d504bac6955967b2640c23f65c014d8d4 3682 3681 2017-07-05T21:47:38Z Jeff 1 wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Get in contact with your IT person and request that they give you full read write permissions to the [[BudgetLink Folder]] Then, close down and restart BudgetLink and try again e0c8fafc7dd094dc2e72707217902cf2805c7a56 3683 3682 2017-07-05T21:48:13Z Jeff 1 wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Get in contact with your IT person and request that they give you full read write permissions to the [[BudgetLink Folder]] Then, close down and restart BudgetLink and try again == Related == 380e4ab52357de91795b4100b9d61baa51ba2679 0 885 3685 2017-07-05T21:50:15Z Jeff 1 Created page with "The purpose of this page is to list various topics that will assist you in solving setup-up related problems. * [[Data file setup - Error - Errors occurred saving data file i..." wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup-up related problems. * [[Data file setup - Error - Errors occurred saving data file information]] == Related == efe96912bff396ffbd2f5bb1e71dd28d1484c742 0 885 3686 3685 2017-07-05T21:51:32Z Jeff 1 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup-up related problems. * [[Data file setup - Error - Errors occurred saving data file information]] == Related == [[Troubleshooting]] 086eef3cf6485d78666dfca4d5d3316c5493cdc6 0 884 3687 3683 2017-07-05T21:52:27Z Jeff 1 /* Related */ wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Get in contact with your IT person and request that they give you full read write permissions to the [[BudgetLink Folder]] Then, close down and restart BudgetLink and try again == Related == [[Troubleshooting Set-Up Problems]] 37696233a296d6c8de3c348c9c75876d5a1c5cef 3688 3687 2017-07-05T21:53:20Z Jeff 1 /* Situation */ wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Get in contact with your IT person and request that they give you full read write permissions to the [[BudgetLink Folder]] Then, close down and restart BudgetLink and try again == Related == [[Troubleshooting Set-Up Problems]] a8d6823923414cbb3ab69e7fe80748c9cb839415 3689 3688 2017-07-05T21:54:37Z Jeff 1 /* Solution */ wikitext text/x-wiki The purpose of this page is to describe with the error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Make a request with your IT person to setup your user profile to have full read write permissions to the [[BudgetLink Folder]] Then restart BudgetLink and try again == Related == [[Troubleshooting Set-Up Problems]] 7e45f21756a5f8f8394fb5930c031d6b3037a482 3690 3689 2017-07-05T22:04:30Z Jeff 1 wikitext text/x-wiki The purpose of this page is to describe what the above error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Make a request with your IT person to setup your user profile to have full read write permissions to the [[BudgetLink Folder]] Then restart BudgetLink and try again == Related == [[Troubleshooting Set-Up Problems]] b615b27676ff1d1c84a46839844b183140b1de50 0 882 3691 3676 2017-07-17T01:57:50Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the manual test connection * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition then install/re-install the API * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] 7a7dedb9fd0487a49929ff9d7e6aba9659bb7fcf 3692 3691 2017-07-17T01:58:18Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the manual test connection * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition then install/re-install the API * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. 5975c223aef59e6a50934593c47a9a87d0514be9 0 364 3693 3602 2017-07-17T02:00:48Z Jeff 1 /* For MYOB data files located in the cloud */ wikitext text/x-wiki == Overview == This error typically indicates that the data file must be upgraded to the latest version in order to connect to it. == Procedure == The procedure to follow varies depending on the location of your MYOB data file. === For MYOB data files located on your local machine === If your data file is located on your local machine, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]]. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the same machine. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located on server === If your data file is located on a server, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]] on the server hosting the data file. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the server hosting the data file. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located in the cloud === If you MYOB data file is located in the cloud, you simply need to install the latest version of [[MYOB AccountRight Live]]. This error occurs because the Cloud server has been upgraded, but your data file has not. If after upgrading your data file, the error still appears, check the make sure that you don't have two data files in the cloud with the same name and with different versions. If you do then contact MYOB and have them change the name of one of them so that the MYOB API connects to the correct data file [[Category:Troubleshooting]] 6425cc5b8155ee3fd626238dbbef0f870fd95cdd 3694 3693 2017-07-17T02:01:58Z Jeff 1 /* For MYOB data files located in the cloud */ wikitext text/x-wiki == Overview == This error typically indicates that the data file must be upgraded to the latest version in order to connect to it. == Procedure == The procedure to follow varies depending on the location of your MYOB data file. === For MYOB data files located on your local machine === If your data file is located on your local machine, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]]. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the same machine. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located on server === If your data file is located on a server, this error typically occurs for the following reasons. * You've installed the latest version of MYOB and have not yet upgraded your data file. * You've upgraded your data file to latest version of MYOB but have not installed the latest [[MYOB AccountRight Live API]] on the server hosting the data file. * You've installed a mix of both the '''MYOB AccountRight PC installer''' and '''MYOB AccountRight Server installer''' on the server hosting the data file. See [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] for more information. === For MYOB data files located in the cloud === If you MYOB data file is located in the cloud, you simply need to install the latest version of [[MYOB AccountRight Live]]. This error occurs because the Cloud server has been upgraded, but your data file has not. If after upgrading your data file, the error still appears, check the make sure that you don't have two data files in the cloud with the same name and with different versions. If you do then contact MYOB and have them change the name of one so that they become unique. This will ensure that the MYOB API connects to the correct data file. [[Category:Troubleshooting]] d0e199527b2bca16e543fd03b9583aa48fdf165f 0 886 3695 2017-07-20T04:02:15Z Nic 2 Redirected page to [[Feature not available in BudgetLink]] wikitext text/x-wiki #REDIRECT [[Feature not available in BudgetLink]] c3456675c21ebe968300df04cc9bbd4689423cbd 0 887 3696 2017-07-20T04:02:18Z Nic 2 Redirected page to [[Feature not available in BudgetLink]] wikitext text/x-wiki #REDIRECT [[Feature not available in BudgetLink]] c3456675c21ebe968300df04cc9bbd4689423cbd 0 888 3697 2017-07-20T04:02:20Z Nic 2 Redirected page to [[Feature not available in BudgetLink]] wikitext text/x-wiki #REDIRECT [[Feature not available in BudgetLink]] c3456675c21ebe968300df04cc9bbd4689423cbd 0 889 3698 2017-07-20T04:02:47Z Nic 2 Created page with "This feature is not available in BudgetLink. We recommend you contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] for more information." wikitext text/x-wiki This feature is not available in BudgetLink. We recommend you contact [http://accountingaddons.com.au/contact-us/ Accounting Addons] for more information. 2e4f06a7149f2950741776bbccb63877fdd8605c 0 1 3699 3671 2017-07-26T00:34:46Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.7.2.205]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ dd24a8219418ba723b647e9457c544f326995ebe 0 204 3700 3670 2017-07-26T00:35:03Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b187e5c3ca6c489c2b77deb22a523a3ff87326cb 0 890 3701 2017-07-26T00:36:10Z Nic 2 Created page with "BudgetLink v2017.7.2.205 was released on 26/07/2017. == Enhancements == '''Xero''' * Fixed bug in ODBClink for XERO which fails to download some tables if no data exist. ''..." wikitext text/x-wiki BudgetLink v2017.7.2.205 was released on 26/07/2017. == Enhancements == '''Xero''' * Fixed bug in ODBClink for XERO which fails to download some tables if no data exist. '''Reports''' * Enhanced Budget Analysis report to have Remaining variance calculation. '''Miscellaneous''' * Renamed BudgetLink Data.mdb to AddonsLink Workspace.mdb * Enhanced publish to display screen a bit quicker. * Fixed issue with upgrade prompting to copy files it shouldn't. * Enhanced ChildJobNumbers to also include header in list. == Related Topics == * [[BudgetLink version archive]] 6616c41b27354296d9452970abac607507c67c6a 0 891 3702 2017-08-09T06:01:27Z Nic 2 Redirected page to [[Account Hierarchies]] wikitext text/x-wiki #REDIRECT [[Account Hierarchies]] 14a6fe76ffafe1e187e12d9e59aa71625c99160a 0 892 3703 2017-08-09T06:02:22Z Nic 2 Redirected page to [[Creating a new account hierarchy from scratch]] wikitext text/x-wiki #REDIRECT [[Creating a new account hierarchy from scratch]] a827bf41f9d23ce5adeb56e5e8e1e0887eec92b9 0 893 3704 2017-08-09T06:02:52Z Nic 2 Redirected page to [[Creating a new account hierarchy from scratch]] wikitext text/x-wiki #REDIRECT [[Creating a new account hierarchy from scratch]] a827bf41f9d23ce5adeb56e5e8e1e0887eec92b9 0 894 3705 2017-08-09T06:03:11Z Nic 2 Redirected page to [[Mapping your data file's accounts to the account hierarchy]] wikitext text/x-wiki #REDIRECT [[Mapping your data file's accounts to the account hierarchy]] 63504272044fec9faeeef8ab8f205261b1193643 0 895 3706 2017-08-09T06:03:15Z Nic 2 Redirected page to [[Mapping your data file's accounts to the account hierarchy]] wikitext text/x-wiki #REDIRECT [[Mapping your data file's accounts to the account hierarchy]] 63504272044fec9faeeef8ab8f205261b1193643 0 526 3707 1901 2017-08-09T23:30:12Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Before the account hierarchy can be used, your data file's accounts must be mapped to it. During the Get Data, you may be prompted to map account if BudgetLink finds new accounts or unmapped accounts. == Mapping your data file's accounts to the account hierarchy == [[File:EditAccountHierarchyMapping.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To map your data file's accounts to the account, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Edit Account Hierarchy Mappings''' button; # Log in as the '''Administrator''' if prompted; # If multiple account hierarchies exist, select the account hierarchy to which to map; # If multiple data files exist, select the data file from which to map; # Select the account from your data file on the right-hand side; # Select the account hierarchy account to which to map on the left-hand side; # Click the '''Map''' button; # Repeat the process until all accounts have been mapped; # Click '''OK''' to save the mappings. <br clear=all> == Mapping your data file's accounts by using the Map by Number or Map by Name buttons == [[File:EditAccountHierarchyMappingByNumber.png|300px|thumb|right|Mapping accounts by number or name]] When mapping your accounts, you can also map your accounts by number or name. Using the '''Map by Number''' button will automatically map the selected accounts where the account number matches. Using the '''Map by Name''' button will automatically map the selected accounts where the names match. To map your data file's accounts using the Map by Number or Map by Name buttons, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Map by Number''' or '''Map by Name''' button; # Confirm the mappings used by ticking or unticking the results in the confirmation dialogue; # Click '''OK''' to apply the mappings. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 56431684d72038e418aaa2d3a1cf233693080803 3709 3707 2017-08-09T23:47:31Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Before the account hierarchy can be used, your data file's accounts must be mapped to it. During the Get Data, you may be prompted to map account if BudgetLink finds new accounts or unmapped accounts. == Mapping your data file's accounts to the account hierarchy == [[File:EditAccountHierarchyMapping.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To map your data file's accounts to the account, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Edit Account Hierarchy Mappings''' button; # Log in as the '''Administrator''' if prompted; # If multiple account hierarchies exist, select the account hierarchy to which to map; # If multiple data files exist, select the data file from which to map; # Select the account from your data file on the right-hand side; # Select the account hierarchy account to which to map on the left-hand side; # Click the '''Map''' button; # Repeat the process until all accounts have been mapped; # Click '''OK''' to save the mappings. <br clear=all> == Mapping your data file's accounts by using the Map by Number or Map by Name buttons == [[File:EditAccountHierarchyMappingByNumber.png|300px|thumb|right|Mapping accounts by number or name]] When mapping your accounts, you can also map your accounts by number or name. Using the '''Map by Number''' button will automatically map the selected accounts where the account number matches. Using the '''Map by Name''' button will automatically map the selected accounts where the names match. To map your data file's accounts using the Map by Number or Map by Name buttons, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Map by Number''' or '''Map by Name''' button; # Confirm the mappings used by ticking or unticking the results in the confirmation dialogue; # Click '''OK''' to apply the mappings. <br clear=all> == Marking accounts as 'Not Required' == When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. Marking those accounts as '''Not Required''' while instruct BudgetLink to ignore those accounts and not to apply them to the account hierarchy. To mark accounts as not required, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Not Required''' button. === Notes === If you want to see which accounts were marked as not required, tick the '''Show Not Required''' accounts checkbox. This will include the accounts that are not required in the list on the right-hand side. == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 4d24068798340a150069e755f468f67554a972a8 0 896 3708 2017-08-09T23:30:24Z Nic 2 Redirected page to [[Mapping your data file's accounts to the account hierarchy]] wikitext text/x-wiki #REDIRECT [[Mapping your data file's accounts to the account hierarchy]] 63504272044fec9faeeef8ab8f205261b1193643 6 517 3710 1880 2017-08-09T23:53:20Z Nic 2 Nic uploaded a new version of &quot;[[File:EditAccountHierarchyMapping.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 897 3711 2017-08-10T03:24:09Z Nic 2 Redirected page to [[Creating a new account hierarchy from scratch]] wikitext text/x-wiki #REDIRECT [[Creating a new account hierarchy from scratch]] a827bf41f9d23ce5adeb56e5e8e1e0887eec92b9 0 519 3712 1888 2017-08-10T03:25:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Select the '''Template''' to use as a starting point and click '''OK'''; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 94be80bb2364da25ec8fc1313fcb2baf86d54c36 0 774 3713 3210 2017-08-21T04:59:51Z Jeff 1 wikitext text/x-wiki If BudgetLink is already installed on a Local machine then move either: #If you have a file server, then move the BudgetLink folder a folder which is shared with BudgetLink users # Share the existing BudgetLink folderor *[[If BudgetLink is installed on your local machine]] *[[If BudgetLink is already installed on a Server]] 467ee71056d322ac08d60cda50e774aa26894a72 3714 3713 2017-08-21T05:13:47Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then Move it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Pro Edition is required to support these installation locations Once installed in the shared folder, run BudgetLink from that Shared Folder by double clicking the BudgetLink.exe file. A setup wizard will start. Follow the prompts. *[[If BudgetLink is already installed on a Server]] *[[If BudgetLink is installed on your local machine]] 9d1d0d0063eafddb3fbcf5387f572a300c6bc685 3715 3714 2017-08-21T05:20:42Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then Move it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Pro Edition is required to support these installation locations Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. *[[If BudgetLink is already installed on a Server]] *[[If BudgetLink is installed on your local machine]] 18a8a6d5c46e43de64a51d749be450b04e0b37e6 3716 3715 2017-08-21T05:21:38Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then Move it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Pro Edition is required to support these installation locations Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 05d56b98aa7f71fd9af0dd7ea759ac3c82a94529 0 465 3717 3300 2017-08-24T09:56:15Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == See [[Changing how BudgetLink connects to your data file]] # At 'Data File Type' change the selection from 'MYOB AccountRight or prior to MYOB AccountRight Live; === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 5c22eba736bf56279f067824acdcacf8674a2dce 3718 3717 2017-08-24T10:14:34Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year Go to the Edit Data File form Menu > 30. Settings > Data Files > Manage Data Files Click yes to Back up as your about to make major changes to your file Select your Data file and click 'Edit Data File' At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 851d073245ee0f1b84abac3cfd03662b67984fef 3719 3718 2017-08-24T10:15:39Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year Go to the Edit Data File form Menu > 30. Settings > Data Files > Manage Data Files Click yes to Back up as your about to make major changes to your file Select your Data file and click 'Edit Data File' At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 8b5923d0db29737295414e842a40d126130490c8 3720 3719 2017-08-24T10:17:07Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by upgrading to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files Click yes to Back up as your about to make major changes to your file Select your Data file and click 'Edit Data File' At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one fd031690e1d649ba1f0f8d7a5166036949ce3be9 3721 3720 2017-08-24T10:18:35Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files Click yes to Back up as your about to make major changes to your file Select your Data file and click 'Edit Data File' At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one a4bac4ba4f29074c226f22ffe98b96ccc9fd4243 3722 3721 2017-08-24T10:19:05Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files Click Yes to Back Up as your about to make major changes to your file Select your Data file and click 'Edit Data File' At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one f9af6b557b9037751d722c37e4f991142e0b482c 3723 3722 2017-08-24T10:20:10Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files Click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 68eb5b16c53201087e01a705497cec2b95d076e1 3724 3723 2017-08-24T10:21:12Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If when you log onto MYOB using your email address then you enter a separate UserName like Administrator then choose the USER NAME option else use the MY.MYOB option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one d708b5538a4d22a6442b35f4246d1348881df111 3725 3724 2017-08-24T10:24:50Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one e9d79db998b1766f623184b890e84bb676b7209f 3726 3725 2017-08-24T10:25:35Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 5f36bc3348658f91e3847e7c2264262cb5582c2d 3727 3726 2017-08-24T10:25:50Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the details are correct Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format Form further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one faa8024a45a95e6ed2d07413b18bc7cba4249c8b 3728 3727 2017-08-24T10:27:42Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 600af1911bf249af24861ea760453d86e8c3781a 3729 3728 2017-08-24T10:28:21Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). The Classic version provides access to the MYOB data via and ODBC Driver where as the Live version provides access via an API. As they are different the normal upgrade process of pointing to the new data file would not work so we developed functionality to convert captured data from the classic format to the live format == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 5d99493610425a35d86d03ab7d57250c57b060f0 3730 3729 2017-08-24T10:30:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one cbf4940032d46f93099eebbf58e0d136f6209b30 3731 3730 2017-08-24T10:38:34Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. If you want to test the process before performing on your live version then you can take a copy of BudgetLink and try it there first Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 8214c56939d5f57490ee255643d132998991f961 0 898 3732 2017-08-28T03:18:06Z Nic 2 Redirected page to [[Account Sets]] wikitext text/x-wiki #REDIRECT [[Account Sets]] 9b726ae2425869f6a296d7d7ea42be1b9b45819f 0 192 3733 3242 2017-08-28T03:19:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has an Accounts dimension which is extracted from an accounting data file. Account Sets filter the accounts. They can be used to: # Report divisions setup in your chart of accounts # Exclude Non Cash Accounts for use in Cash Flow Reports '''Account Sets are available in BudgetLink Pro Edition.''' Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. Once setup an Account Set filter appears in a Report's Customise Form == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] bb357e142f9f1a04216f1a6c73696b94347a7ca0 3734 3733 2017-08-28T03:19:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has an Accounts dimension which is extracted from an accounting data file. Account Sets filter the accounts. They can be used to: # Report divisions setup in your chart of accounts # Exclude Non Cash Accounts for use in Cash Flow Reports Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. Once setup an Account Set filter appears in a Report's Customise Form. '''Account Sets are available in BudgetLink Pro Edition.''' == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] f60df5ae6b565c6b28d6727de0ea9650fb457597 3735 3734 2017-08-28T03:19:39Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has an Accounts dimension which is extracted from an accounting data file. Account Sets filter the accounts. They can be used to: # Report divisions setup in your chart of accounts # Exclude Non Cash Accounts for use in Cash Flow Reports Account Sets work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. Once setup an Account Set filter appears in a Report's Customise Form. '''Account Sets are available in BudgetLink Pro Edition or higher.''' == Managing Account Sets== BudgetLink allows you to add, edit and delete account sets. To do so follow the steps below: # From BudgetLink Menu go to 30 Settings > Accounts > Account Sets > Manage Account Sets # To add an Account Set click the Add button # In the Manage Account Sets form you can Add, Edit and Remove an Account Set # To Add an Account Set, click Add Account Set to display the Account Set dialog # Enter a Name ie 'Cash Accounts' # Enter a Description # If you wish use the Account Set in reports then leave Create Movement and Balance Data for this Account Set selected # Add one or more rules to create the Account Sets. To Add a Rule click Add Rule # At Action, select Include # At Selection Type, choose List # Select the Accounts to Include the Account Set == Using account sets on reports == [[File:.CustomiseBudgetAnalysis.png|300px|thumb|right|CustomiseBudgetAnalysis]] Once account sets are created they appear as a filter in a Reports Customise form. Upon click a list of created account sets will appear. Choose an account setfor Customise BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising which account sets gets used on a report]]. == Related Topics == * [[Account Hierarchies]] 643b0fae2227f8a157980c1835c9227865e77bdf 0 1 3736 3699 2017-08-31T05:14:51Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.8.2.207]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 34c8410b715589422c3ed303bf7811f024267887 3753 3736 2017-09-13T23:37:17Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.9.2.209]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2967eb8062669f89e106ac7f354a7abd8d0bc841 3784 3753 2017-10-09T22:51:38Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.10.1.210]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ c1049e77f173e16271e2d575f1c29d0fa11780fc 0 204 3737 3700 2017-08-31T05:15:37Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 19e3fd40eefb13d7f469149c0376af894e726b6c 3754 3737 2017-09-13T23:37:41Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 76cb3a73476d431692f594b3e8cfaaecbeb4d825 3785 3754 2017-10-09T22:52:00Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7f6824f308945a728a2193e7a9de623e533bc2b3 0 899 3738 2017-08-31T05:18:17Z Nic 2 Created page with "BudgetLink v2017.8.1.206 was released on 17/08/2017. This update primarily focused on Account Hierarchies. == Enhancements == '''Account Hierarchies''' * Fixed issues when a..." wikitext text/x-wiki BudgetLink v2017.8.1.206 was released on 17/08/2017. This update primarily focused on Account Hierarchies. == Enhancements == '''Account Hierarchies''' * Fixed issues when adding, removing, indenting, unindenting accounts in account hierarchies. * Enhanced account hierarchy mapping form to allow user to ""Add and Map"". * Enhanced account hierarchy mapping form to be resizable. * Enhanced account hierarchy forms to have help buttons. * Enhanced adding account hierarchy to allow users to select from Template or Company. * Enhanced manage account hierarchy to remove Import from File and Import from Data File. '''Budget Entry''' * Entering budgets against an invalid period should show an error message * Fixed issue with budget entry and account hierarchies that doesn't use jobs or categories. * Weekly Budget Entry will no longer show monthly budgets as part of filters. * Monthly Budget Entry will no longer show weekly budgets as part of filters. '''Fixes''' * Resolved issue with Cash Flow report to include opening balance for first period with Budgets at all times. * Enabling versions will force mandatory get data and not skip MYOB files * Profit and Loss and Balance Sheet Reports will no longer show Cash Flow Account Hierarchies in filters. * Cash Flow Reports will no longer show Profit and Loss and Balance Sheet Hierarchies in filters. * Enabling weekly periods will now prompt to enable the Accruals (Weekly) version. * Enabling Accruals (Weekly) version will now prompt to enable weekly and four-weekly periods. * Resolved issue with drilldown not working for Accruals (Advanced). == Related Topics == * [[BudgetLink version archive]] 620a08465edd8c702ea1544990783d1267aacc1e 0 900 3739 2017-08-31T05:20:33Z Nic 2 Created page with "BudgetLink v2017.8.2.207 was released on 31/08/2017. This update primarily focused on Account Hierarchies and Account Sets. == Enhancements == '''Account Sets'' * Ability fo..." wikitext text/x-wiki BudgetLink v2017.8.2.207 was released on 31/08/2017. This update primarily focused on Account Hierarchies and Account Sets. == Enhancements == '''Account Sets'' * Ability for Account Sets to Create Totals has been removed as this functionality is best done using account hierarchies. * Editing Account Set Rule will scroll to the first row selected. * Enhanced account sets to work for any single data file. * Enhanced account sets to work for any single account hierarchy. * Enhanced account sets screens to be resizable. * Enhanced account set rule screens to autoscroll to first selected account. '''Account Hierarchies''' * Include Unmapped accounts in cash flow account hierarchies. * Fixed repeating messages when mapping to header accounts in account hierarchies. * Added column to account hierarchy mapping screen to show amounts. '''Reports''' * Fixed issue with Budget Analysis report to make the variance formulas work correctly for totals. * Fixed issue with Budget Analysis Report to make the Forecast column work correctly. '''Fixes''' * Fixed bug that occurred when renaming versions from Budget to Forecast. * Fixed bug that caused get data to fail loading opening balances if all actual versions are disabled. * Fixed issue in Version Control when renaming Budget version to Forecast * Enhanced filters for companies, account hierarchies, account sets and job sets to validate and update when selection is not fully useable (e.g. company that cannot be used with account set). * Fixed issue with currency conversion not recalculating. * Fixed issue with retained earnings and Xero. * Updated licensing of account sets to use the standard licensing prompt. == Related Topics == * [[BudgetLink version archive]] 27c36497f81879625fe82f2f0439d571961bb880 0 901 3740 2017-09-11T03:42:34Z Nic 2 Redirected page to [[Trial Balance Report]] wikitext text/x-wiki #REDIRECT [[Trial Balance Report]] 82c2b4ed019d8fd1172b57b50b4c9a96380af291 0 902 3741 2017-09-11T03:43:57Z Nic 2 Created page with "== Overview == The Trial Balance Report displays debits and credits for each data file across the page and [[Accounts|profit and loss accounts]] down the page. == How to vie..." wikitext text/x-wiki == Overview == The Trial Balance Report displays debits and credits for each data file across the page and [[Accounts|profit and loss accounts]] down the page. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''12. Trial Balance Report'''; # Click on '''Trial Balance Report'''. == Related Topics == * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 2526ec47f4f84392b6e23dff4e41b4fa847968c7 0 88 3742 3433 2017-09-11T10:22:34Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a new machine or wish to hand over BudgetLink operations to another person, you can want move BudgetLink to a new machine or folder. This guide will explain how to do that. == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 9edf293a56cfb6c044468d5a8bda96a63e318d2a 3743 3742 2017-09-11T10:44:00Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, you can move BudgetLink by cutting and pasting the [[BudgetLink Folder]]. As the BudgetLink Solution is powered by Microsoft Excel there is no need to run the installer again. If you do require BudgetLink on a separate machine you can copy the [[BudgetLink Folder]] rather than move it. If however your intention is to provide access to multiple users it is better to position the [[BudgetLink Folder]] into a location where it can be shared. == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]] you wish to move; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] d6afd746d050c341c2d5a2e121c66c890cf8981d 3744 3743 2017-09-11T10:44:21Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, you can move BudgetLink by cutting and pasting the [[BudgetLink Folder]]. As the BudgetLink Solution is powered by Microsoft Excel there is no need to run the installer again. If you do require BudgetLink on a separate machine you can copy the [[BudgetLink Folder]] rather than move it. If however your intention is to provide access to multiple users it is better to position the [[BudgetLink Folder]] into a location where it can be shared. == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start A [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] ca8134d30f20fdf5ac3ef9214fc7b2cc9a2e56d3 3745 3744 2017-09-11T10:49:54Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, you can move BudgetLink by cutting and pasting the [[BudgetLink Folder]]. As the BudgetLink Solution is powered by Microsoft Excel there is no need to run the installer again. If you do require BudgetLink on a separate machine you can copy the [[BudgetLink Folder]] rather than move it. If however your intention is to provide access to multiple users it is better to position the [[BudgetLink Folder]] into a location where it can be shared. == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 650908908f3720af77138402a9dce4a1f567aad3 0 273 3746 2578 2017-09-12T23:22:45Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Reports]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] [[Category:Reports]] 99326911f4da98eb1ac5d01b5ef777c455779230 3747 3746 2017-09-12T23:22:56Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Report]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] [[Category:Reports]] e4ba808efdfdbd7b13efd4e9e978d1f73fc094f7 0 903 3748 2017-09-12T23:26:12Z Nic 2 Created page with "== Overview == The Dashboard displays the financial performance, jobs performance and financial position for your data files.. == How to view this report == To view this re..." wikitext text/x-wiki == Overview == The Dashboard displays the financial performance, jobs performance and financial position for your data files.. == How to view this report == To view this report, follow these steps. # From the '''Menu''', click on '''10. Dashboard'''; # Click on '''Dashboard (Financial Perf.)''' to view the financial performance; # Click on '''Dashboard (Jobs Perf.)''' to view the jobs performance; # Click on '''Dashboard (Financial Position)''' to view the financial position. == Related Topics == * [[Customising Reports]] * [[Editing the layout of reports]] * [[Publishing Reports]] [[Category:Reports]] 96aebc9a7401c244aea01b2e6e9c200322587b81 0 904 3749 2017-09-12T23:27:01Z Nic 2 Redirected page to [[Dashboard]] wikitext text/x-wiki #REDIRECT [[Dashboard]] 1c70e88a98ae8373877293aaf05b77d237403a27 0 905 3750 2017-09-12T23:29:03Z Nic 2 Redirected page to [[Dashboard]] wikitext text/x-wiki #REDIRECT [[Dashboard]] 1c70e88a98ae8373877293aaf05b77d237403a27 0 906 3751 2017-09-12T23:29:14Z Nic 2 Redirected page to [[Dashboard]] wikitext text/x-wiki #REDIRECT [[Dashboard]] 1c70e88a98ae8373877293aaf05b77d237403a27 0 907 3752 2017-09-12T23:29:27Z Nic 2 Redirected page to [[Dashboard]] wikitext text/x-wiki #REDIRECT [[Dashboard]] 1c70e88a98ae8373877293aaf05b77d237403a27 0 908 3755 2017-09-13T23:39:18Z Nic 2 Created page with "BudgetLink v2017.9.2.209 was released on 14/09/2017. This update primarily focused on data files connections. == Enhancements == '''Reports''' * Added new Dashboard. * Added..." wikitext text/x-wiki BudgetLink v2017.9.2.209 was released on 14/09/2017. This update primarily focused on data files connections. == Enhancements == '''Reports''' * Added new Dashboard. * Added new Trial Balance report. '''Data File Connections''' * Enhanced data file dialogues to detect data file details. * Data Files will now detect data file name, serial number, version, current financial year and last month in financial year. * Data Files must now be all using the same last month in financial year unless Alternate Financial Year is enabled. '''Miscellaneous''' * Fixed issue with saving reports disabling events. * Fixed issue with some dialogues not appearing in task bar. * Toggling Developer Mode will now always restore events. == Related Topics == * [[BudgetLink version archive]] 1f0f4169a85ecbe510b27080b4c44558aca6157a 0 884 3756 3690 2017-09-18T05:23:58Z Nic 2 wikitext text/x-wiki The purpose of this page is to describe what the above error message means and how to resolve it == Situation == When you click OK in the Data file setup page and receive the message "Errors occurred saving data file information" It means that the BudgetLink program is not able to write the setup information to the BudgetLink database Typically the reason for that is PC User Profile does not have permissions to edit files in the [[BudgetLink Folder]] == Solution == Make a request with your IT person to setup your user profile to have full read write permissions to the [[BudgetLink Folder]] Then restart BudgetLink and try again == Related == [[Troubleshooting Setup Problems]] 76b9a67f3fc6f8aaf53fdd14077d91f69f6557ba 0 885 3757 3686 2017-09-18T05:24:25Z Nic 2 Nic moved page [[Troubleshooting Set-Up Problems]] to [[Troubleshooting Setup Problems]] wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup-up related problems. * [[Data file setup - Error - Errors occurred saving data file information]] == Related == [[Troubleshooting]] 086eef3cf6485d78666dfca4d5d3316c5493cdc6 3760 3757 2017-09-18T05:25:49Z Nic 2 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup related problems. * [[Data file setup - Error - Errors occurred saving data file information]] * [[Mapped drives not appearing when browsing for a file or folder]] == Related == [[Troubleshooting]] c16da91d144e80322beb699f5d5548b352522819 0 69 3759 3684 2017-09-18T05:24:43Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this page is to list various troubleshooting articles to help you solve problems with BudgetLink. == Troubleshooting Guides == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Setup Problems]] * [[Troubleshooting Get Data Problems]] * [[Troubleshooting Report Problems]] * [[Troubleshooting Publish Problems]] * [[Troubleshooting Transfer Problems]] * [[Troubleshooting Auto Upload Problems]] * [[Troubleshooting Excel Problems]] [[Category:Troubleshooting]] 3f7a7816fe40cfda5fdf6214d05babc714fd0ce5 0 910 3761 2017-09-18T05:37:13Z Nic 2 Created page with "== Overview == Mapped drivers are not appearing when browsing for a file or folder is typically caused by '''BudgetLink''' or '''Excel''' running with elevated privileges (e...." wikitext text/x-wiki == Overview == Mapped drivers are not appearing when browsing for a file or folder is typically caused by '''BudgetLink''' or '''Excel''' running with elevated privileges (e.g. Run As Administrator) while the mapped drive is created without elevated privileges. To get mapped drives to appear, you can either: * not run '''BudgetLink''' and '''Excel'' with elevated privileges or; * configure the '''EnableLinkedConnections''' registry entry to allow mapped drives to appear. == How to configure the EnableLinkedConnections registry entry == The '''EnableLinkedConnections ''' registry value allows mapped drive to be shared across all applications, regardless if they run with elevated privileges or not. To configure the '''EnableLinkedConnections''' registry value manually, follow these steps. Alternatively, download and run the prepared registry file located [http://accountingaddons/downloads/EnableLinkedConnections.reg here]. # Click Start, type regedit in the Start Search box, and then press ENTER. # Navigate to the following registry key '''HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System''' # From the '''Edit''' menu, select '''New''' then '''DWORD 32-bit Value'''; # Enter '''EnableLinkedConnections''' as the name of the registry value; # Double click on the registry value and enter '''1''' as the value and click '''OK'''; # Close the Registry Editor and restart your machine. == Related Topics == * [[Troubleshooting Setup Problems]] d22451ed1fc0af47c449e6f565bacbc575bad799 3762 3761 2017-09-18T05:38:37Z Nic 2 wikitext text/x-wiki == Overview == Mapped drivers are not appearing when browsing for a file or folder is typically caused by '''BudgetLink''' or '''Excel''' running with elevated privileges (e.g. Run As Administrator) while the mapped drive is created without elevated privileges. To get mapped drives to appear, you can either: * not run '''BudgetLink''' and '''Excel'' with elevated privileges or; * configure the '''EnableLinkedConnections''' registry entry to allow mapped drives to appear. == How to configure the EnableLinkedConnections registry entry == The '''EnableLinkedConnections ''' registry value allows mapped drive to be shared across all applications, regardless if they run with elevated privileges or not. To configure the '''EnableLinkedConnections''' registry value manually, follow these steps. Alternatively, download and run the prepared registry file located [http://accountingaddons/downloads/EnableLinkedConnections.reg here]. # From windows, click '''Start'''; # Type '''regedit''' in the Start Search box, and then press '''ENTER''' to start the Registry Editor; # Navigate to the following registry key '''HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System''' and select it; # From the '''Edit''' menu, select '''New''' then '''DWORD 32-bit Value'''; # Enter '''EnableLinkedConnections''' as the name of the registry value; # Double click on the registry value and enter '''1''' as the value and click '''OK'''; # Close the Registry Editor and restart your machine. == Related Topics == * [[Troubleshooting Setup Problems]] 6d83372477f0c12d5766affe0bb8213f7a18bda7 3763 3762 2017-09-18T05:41:29Z Nic 2 wikitext text/x-wiki == Overview == Mapped drivers are not appearing when browsing for a file or folder is typically caused by '''BudgetLink''' or '''Excel''' running with elevated privileges (e.g. Run As Administrator) while the mapped drive is created without elevated privileges. To get mapped drives to appear, you can either: * not run '''BudgetLink''' and '''Excel'' with elevated privileges or; * configure the '''EnableLinkedConnections''' registry entry to allow mapped drives to appear. == How to configure the EnableLinkedConnections registry entry == The '''EnableLinkedConnections ''' registry value allows mapped drive to be shared across all applications, regardless if they run with elevated privileges or not. To configure the '''EnableLinkedConnections''' registry value manually, follow these steps. Alternatively, download and run the prepared registry file located [http://accountingaddons/downloads/Enable%20Mapped%20Drive%20with%20Elevated%20Privileges.reg here]. # From windows, click '''Start'''; # Type '''regedit''' in the Start Search box, and then press '''ENTER''' to start the Registry Editor; # Navigate to the following registry key '''HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System''' and select it; # From the '''Edit''' menu, select '''New''' then '''DWORD 32-bit Value'''; # Enter '''EnableLinkedConnections''' as the name of the registry value; # Double click on the registry value and enter '''1''' as the value and click '''OK'''; # Close the Registry Editor and restart your machine. == Related Topics == * [[Troubleshooting Setup Problems]] 085049d9b4285968bd84ba037fdfa1a74c76302c 3764 3763 2017-09-18T05:42:35Z Nic 2 wikitext text/x-wiki == Overview == Mapped drivers are not appearing when browsing for a file or folder is typically caused by '''BudgetLink''' or '''Excel''' running with elevated privileges (e.g. Run As Administrator) while the mapped drive is created without elevated privileges. To get mapped drives to appear, you can either: * not run '''BudgetLink''' and '''Excel'' with elevated privileges or; * configure the '''EnableLinkedConnections''' registry entry to allow mapped drives to appear. == How to configure the EnableLinkedConnections registry entry == The '''EnableLinkedConnections ''' registry value allows mapped drive to be shared across all applications, regardless if they run with elevated privileges or not. To configure the '''EnableLinkedConnections''' registry value manually, follow these steps. Alternatively, download and run the prepared registry file located [http://accountingaddons.com.au/downloads/Enable%20Mapped%20Drive%20with%20Elevated%20Privileges.reg here]. # From windows, click '''Start'''; # Type '''regedit''' in the Start Search box, and then press '''ENTER''' to start the Registry Editor; # Navigate to the following registry key '''HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System''' and select it; # From the '''Edit''' menu, select '''New''' then '''DWORD 32-bit Value'''; # Enter '''EnableLinkedConnections''' as the name of the registry value; # Double click on the registry value and enter '''1''' as the value and click '''OK'''; # Close the Registry Editor and restart your machine. == Related Topics == * [[Troubleshooting Setup Problems]] fcba24bcd59011830d4f982d5028e06b1f6e626e 0 523 3765 1892 2017-09-20T22:56:52Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the ''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing Account Hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 5e780c9c2bda833de8aa22ac609c3def4bc4e799 3766 3765 2017-09-20T22:57:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the ''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an Account Hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] cc0b75941a9ce49c937f29bb53d36b94aa1e27a8 3767 3766 2017-09-20T22:57:29Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the ''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 7bd3430a05ae38c3d0347dd4b3fb0c96087c1972 3768 3767 2017-09-20T22:57:40Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] bf6e2e7df767a2ff429d05e65cdb3fc581e9591c 3773 3768 2017-09-20T23:31:48Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an '''Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] e9336ed7dd41bc7dc4a1d481fdf8ad771f9bfb16 3775 3773 2017-09-21T00:43:28Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Templates''' tab; # Chose from the '''list of templates''' or click '''Browse''' to select your own template file; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] fa551779297ae7f5e269df4a94b1bd010012905e 3777 3775 2017-09-21T00:45:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:AddAccountHierarchyFromTemplate.png|300px|thumb|right|Add Account Hierarchy from Template.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Templates''' tab; # Chose from the '''list of templates''' or click '''Browse''' to select your own template file; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 74f6bab5397049a3851bca8a4c6c666fbabbf6a9 3778 3777 2017-09-21T00:45:57Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] that changes the layout of your chart of accounts on reports. BudgetLink also provides the ability for this chart of account to be exported and then imported into another installation of BudgetLink (and even the same installation). To export your account hierarchy, see [[Exporting an account hierarchy to a file]] for more information. == Importing an account hierarchy from a file == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:AddAccountHierarchyFromTemplate.png|300px|thumb|right|Add Account Hierarchy from Template.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To import an account hierarchy from a file, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to remove account hierarchies. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Templates''' tab; # Chose from the '''list of templates''' or click '''Browse''' to select your own template file; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Exporting an account hierarchy to a file]] * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 1b7a598e04cdd73663b38de5c4b9fe1cb9547182 6 514 3769 1877 2017-09-20T23:02:07Z Nic 2 Nic uploaded a new version of &quot;[[File:ManageAccountHierarchies.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 520 3770 1889 2017-09-20T23:04:01Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Rather than [[Creating a new account hierarchy from scratch]], BudgetLink also provides the ability to create a new account hierarchy based on your data file's chart of accounts. == Creating an account hierarchy based on your data file's == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To Creating an account hierarchy based on your data file's, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an 'Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 064b31e429df40041e0327991147d787eccee066 3774 3770 2017-09-20T23:33:29Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Rather than [[Creating a new account hierarchy from scratch]], BudgetLink also provides the ability to create a new account hierarchy based on your data file's chart of accounts. == Creating an account hierarchy based on your data file's == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To Creating an account hierarchy based on your data file's, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an '''Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 4b149241efa450d8c756b3335b7005961a103aa2 3776 3774 2017-09-21T00:44:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Rather than [[Creating a new account hierarchy from scratch]], BudgetLink also provides the ability to create a new account hierarchy based on your data file's chart of accounts. == Creating an account hierarchy based on your data file's == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:AddAccountHierarchyFromDataFile.png|300px|thumb|right|Add Account Hierarchy from data file.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To Creating an account hierarchy based on your data file's, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click on the '''Add Account Hierarchy''' button; # Select the '''Companies''' tab; # Chose whether you want an '''Standard Profit and Loss and Balance Sheet''' or '''Cash Flow''' hierarchy; # Select the '''Company''' on which this account hierarchy is based; # Click '''OK'''; # Start editing the account hierarchy using the [[Editing an account hierarchy|Edit Account Hierarchy]] screen. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] cb1615fba5e13d124f83147865ec0ea40f77908c 6 911 3771 2017-09-20T23:22:54Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 912 3772 2017-09-20T23:23:07Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 515 3779 3374 2017-09-21T00:46:43Z Nic 2 Nic uploaded a new version of &quot;[[File:EditAccountHierarchy.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 521 3780 1890 2017-09-21T00:50:03Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Editing an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] To edit an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Select the account hierarchy to edit and click '''Edit Account Hierarchy'''; # Select the '''Accounts''' tab, then select each '''Account Category''' and restructure your chart of accounts as required; # Select the '''Data Files''' tab, then select each '''Data File''' for which this account hierarchy applies; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] dbff0ee627ad4cb36c318ed534fe41537703ecb5 0 913 3781 2017-10-05T22:45:47Z Nic 2 Redirected page to [[Excluding data file accounts when mapping to the account hierarchy]] wikitext text/x-wiki #REDIRECT [[Excluding data file accounts when mapping to the account hierarchy]] bf4fdc202ce6a6dc2516bd53f4df27f8c15dda37 0 914 3782 2017-10-05T22:50:36Z Nic 2 Created page with "== Overview == When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. '''Excluding''' those accounts will instruct Bu..." wikitext text/x-wiki == Overview == When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. '''Excluding''' those accounts will instruct BudgetLink to ignore those accounts and not to apply them to the account hierarchy. In doing so, it is important to note that your alternate account hierarchy will no longer reconcile to your data file's accounting package as it will not include all acccounts. == How to exclude data file accounts when mapping to the account hierarchy == To exclude accounts from being mapped to the account hierarchy, follow these steps. # From the [[Mapping your data file's accounts to the account hierarchy|account hierarchy mapping screen]], select the account from your data file on the right-hand side; # Click the '''Exclude''' button. == View excluded accounts == You can view the excluded accounts by clicking on the '''Show Excluded Accounts''' under the list on the right-hand side. == Related Topics == * [[Mapping your data file's accounts to the account hierarchy]] * [[Account Hierarchies]] 663999cf64fd5373b0cee9d944f219d3117484db 0 526 3783 3709 2017-10-05T22:51:54Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. Before the account hierarchy can be used, your data file's accounts must be mapped to it. During the Get Data, you may be prompted to map account if BudgetLink finds new accounts or unmapped accounts. == Mapping your data file's accounts to the account hierarchy == [[File:EditAccountHierarchyMapping.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] To map your data file's accounts to the account, follow these steps. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Edit Account Hierarchy Mappings''' button; # Log in as the '''Administrator''' if prompted; # If multiple account hierarchies exist, select the account hierarchy to which to map; # If multiple data files exist, select the data file from which to map; # Select the account from your data file on the right-hand side; # Select the account hierarchy account to which to map on the left-hand side; # Click the '''Map''' button; # Repeat the process until all accounts have been mapped; # Click '''OK''' to save the mappings. <br clear=all> == Mapping your data file's accounts by using the Map by Number or Map by Name buttons == [[File:EditAccountHierarchyMappingByNumber.png|300px|thumb|right|Mapping accounts by number or name]] When mapping your accounts, you can also map your accounts by number or name. Using the '''Map by Number''' button will automatically map the selected accounts where the account number matches. Using the '''Map by Name''' button will automatically map the selected accounts where the names match. To map your data file's accounts using the Map by Number or Map by Name buttons, follow these steps. # Select the account from your data file on the right-hand side; # Click the '''Map by Number''' or '''Map by Name''' button; # Confirm the mappings used by ticking or unticking the results in the confirmation dialogue; # Click '''OK''' to apply the mappings. <br clear=all> == Excluding Accounts from being mapped == When mapping your accounts, you may come across accounts that you do not want to include the account hierarchy. '''Excluding''' those accounts will instruct BudgetLink to ignore those accounts and not to apply them to the account hierarchy. For more information, see [[Excluding data file accounts when mapping to the account hierarchy]]. === Notes === If you want to see which accounts were marked as not required, tick the '''Show Not Required''' accounts checkbox. This will include the accounts that are not required in the list on the right-hand side. == Related Topics == * [[Account Hierarchies]] * [[Accounts]] [[Category:How To Guides]] 2027758e09d2267bd0f88fc32beb70689ebd9845 0 915 3786 2017-10-09T22:57:22Z Nic 2 Created page with "BudgetLink v2017.10.1.210 was released on 10/10/2017. This update primarily focused on budget import improvements as well as account hierarchy fixes. == Enhancements == '''B..." wikitext text/x-wiki BudgetLink v2017.10.1.210 was released on 10/10/2017. This update primarily focused on budget import improvements as well as account hierarchy fixes. == Enhancements == '''Budget Entry''' * Budget Entry now allows copying totals into the annuals column. * Budget Entry now includes outline. * Show Active Accounts to include inactive accounts with values in Budget Entry * Added Financial Year to budget entry title. '''Budget Import''' * Budget Import will recognise dates as months. * Updated budget import dialogue to handle workbooks with links without "hanging". * Updated budget import dialogue to activate workbooks better. * Prevented budget import flicking to utilities sheet after browsing for ranges * Budget Import dialogue now remembers last location between imports. * Budget Import dialogue now remembers last imported details to ease importing multiple sheets. * Budget Import now displays short range address instead of complex ones that are hard to reasd. * Budget Import now defaults the previous range in the browse for range textbox when clicking the ... buttons. * Budget import now hides the dialogue when browsing for ranges so as to make it easier to select cells. * Budget import now defaults last path correctly when browsing for workbook. * Budget import now prompts to review imported figures after import. * Budget import worksheet selection dialogue now include count of sheet when importing budget templates. * Budget import from template now ensure the workbook looks nice/painted while importing. * Budget Import supports XX monthly split (e.g. 6 monthly splits). * Budget Import now correctly ignores yearly total if it processed months. * Budget Import will now highlight the ranges and the values that will be imported. * Budget Import now allows single column selection or single row selection. * Combined both budget import from template and from worksheet into a single algorithm for ease of import. '''Account Hierarchies''' * Enhanced Dynamic account hierarchies to allow mapping. * Fixed issue with mapping bouncing around when using the Map buttons. Scrolling will only take place when using Map By Number, Map by Name, Add and Map. * Added additional warning messages when mapping profit and loss accounts to balance sheet accounts and vice versa. * Renamed 'Not Required' to 'Exclude' on the Account Hierarchy mapping screen and added warning message to avoid confusion. * Reword message when using Add and Map and account already exists * Added warning message when deselecting data file from account hierarchy * Fixed headers without children from throwing the count of unmapped accounts out of whack * Fixed account hierarchy to work with company groups if all data files applicable for one applies to the other. '''Account Sets''' * Account sets with no include rules to include everything by default. '''Get Data''' * Fixed issue with skipping mechanism and removing unwanted data being incorrect. * Enhanced get data log to always show blank values relating to data files. '''Upgrade''' * Fixed issue with upgrade not defaulting the current financial year correctly. * Fixed issue with upgrade to ensure XERO and MYOB Live accounts get upgraded with the same IDs. '''Miscellaneous''' * Fixed issue with saving workbook prompting for customise dialogue at the very end. * Enhanced licensing prompts to include product name or edition name and version number. * Balance filter will now synchronise correctly when using RefreshWorkbook. * Updated Menu to default to close workbooks when navigating. == Related Topics == * [[BudgetLink version archive]] 08e97ddd9fc86ba6a05e2fe389a75953aca09e38 0 58 3787 3111 2017-10-15T21:36:13Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 4-Weekly Periods * 5-5-4 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] d8b7d4a60a78fcb0f53e4be7f5767b4b57bd3731 3788 3787 2017-10-15T21:37:49Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Periods represent the time period constrained by a [[Financial Years|financial year]]. Reports within BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 5-5-4 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] 245c2320009e7529158626d7e935bd778beb87eb 3789 3788 2017-10-15T21:39:35Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Periods represent the time period within by a [[Financial Years|financial year]]. BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 5-5-4 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] efd9bc6c3d91b6ec911221e0d34e907bb72633f6 3790 3789 2017-10-15T21:40:17Z Jeff 1 /* 4-Weekly Periods */ wikitext text/x-wiki == Overview == Periods represent the time period within by a [[Financial Years|financial year]]. BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 5-5-4 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == Months represent the sum of all activity for a given month. Being linked to the financial year, the first month is not necessarily January. It depends on how your accounting package is configured. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 13 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] f4359128e4085645ed3975ba1649a4523354092b 3791 3790 2017-10-15T21:42:13Z Jeff 1 /* Months */ wikitext text/x-wiki == Overview == Periods represent the time period within by a [[Financial Years|financial year]]. BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 5-5-4 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == A Months represents the sum of all activity for a given month. Months are linked to the financial year, the first month is not necessarily January. It depends on the financial year end of your accounting data file. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 13 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] 767809192e36ca47cf92425e944a9067dc7ffd82 3792 3791 2017-10-15T21:45:59Z Jeff 1 wikitext text/x-wiki == Overview == Periods represent the time period within by a [[Financial Years|financial year]]. BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 4-4-5 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == A Months represents the sum of all activity for a given month. Months are linked to the financial year, the first month is not necessarily January. It depends on the financial year end of your accounting data file. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 13 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how transactions roll into Months. The only difference is the start and end period of that period === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == 4-4-5 Weekly Periods == 4-4-5 weekly periods are available within BudgetLink. The weekly periods roll into either 4 or 5 weekly periods these 4-weekly periods similar to how months roll into quarters. === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] bddc9bac9cb7a5b53d63881cc28b33ed3f32b7aa 3793 3792 2017-10-15T21:47:57Z Jeff 1 /* 4-4-5 Weekly Periods */ wikitext text/x-wiki == Overview == Periods represent the time period within by a [[Financial Years|financial year]]. BudgetLink can produce reports for the following periods: * Months * Quarters * Half-Years * Year * Weeks * 13 4-Weekly Periods * 4-4-5 Weekly Periods Periods can also be modified to produce that for the following: * Year To Date (YTD) * To Date (TD) === Note === Note that To Date (TD) modifier is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Months == A Months represents the sum of all activity for a given month. Months are linked to the financial year, the first month is not necessarily January. It depends on the financial year end of your accounting data file. == Quarters == Quarters represent the sum of all activity for a given 3 month period. They are intimately linked to the months. Four quarters are available within BudgetLink. * 1st Quarter * 2nd Quarter * 3rd Quarter * 4th Quarter === Note === Note that Quarters are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Half-Years == Half-Years represent the sum of all activity for a given six month. They are intimately linked to the months. Two half-years are available within BudgetLink. * 1st Half * 2nd Half === Note === Note that Half-Years are only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == Year == The year period represent the total sum of all the activity that occurred within a financial year. == Weeks == Weekly periods represent the total sum of all activity for a given period of 7 days. BudgetLink is flexible in how it determines how the weeks behave. There are options that control the number of weeks (either 52 or 53) or which day of the week they begin or how they may overlap your financial years. === Note === Note that Weeks are only available in '''BudgetLink Ultimate Edition'''. == 13 4-Weekly Periods == Thirtheen 4-weekly periods are available within BudgetLink. The weekly periods roll into these 4-weekly periods similar to how transactions roll into Months. The only difference is the start and end period of that period === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == 4-4-5 Weekly Periods == 4-4-5 weekly periods can also be setup within BudgetLink. The weekly periods roll into either 4 or 5 weekly periods as you specify. In BudgetLink these periods are represented as Months === Note === Note that 4-Weekly Periods are only available in '''BudgetLink Ultimate Edition'''. == How to Guides == None. == Related Topics == * [[Financial Years]] 9b5e904c093d6658a9e25d39ec632d1a7423b129 0 772 3794 3128 2017-10-19T03:06:31Z Nic 2 wikitext text/x-wiki BudgetLink ships with multiple reports (also known as '''Templates'''). '''BudgetLink Free Edition''' does not allow users to create or use custom reports. If permanent modifications are required, you will need to [http://accountingaddons.com.au/budgetlink/subscribe subscribe] to '''BudgetLink Standard Edition''' or higher. 490433f4c4d994640408d0aae4b43ebc0980739f 3795 3794 2017-10-19T03:08:29Z Nic 2 Nic moved page [[Cannot Update or Save Templates]] to [[Cannot Create or Use Custom Reports]] without leaving a redirect wikitext text/x-wiki BudgetLink ships with multiple reports (also known as '''Templates'''). '''BudgetLink Free Edition''' does not allow users to create or use custom reports. If permanent modifications are required, you will need to [http://accountingaddons.com.au/budgetlink/subscribe subscribe] to '''BudgetLink Standard Edition''' or higher. 490433f4c4d994640408d0aae4b43ebc0980739f 0 771 3796 3126 2017-10-19T03:09:01Z Nic 2 Redirected page to [[Cannot Create or Use Custom Reports]] wikitext text/x-wiki #REDIRECT [[Cannot Create or Use Custom Reports]] 242b5901a9fd98a18ca4d4df84999a3d64745a04 0 41 3797 3105 2017-10-19T21:25:30Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns than required. Users have the ability to edit the layout of these reports to determine which columns will be included in the report. This is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''. Most report layouts are broken into 3 different categories: Major Columns, Minor Columns and Advanced Columns. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the Customise Reports dialog box that appears, select an Item from the list; # Select or deselect the values or columns to include; # Click OK. Your report will be refreshed to include only the selected columns. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. == Related Links == * [[Update Report Template]] * [[Customising Reports]] 9d3f05255f255a50682575cf2f157a7d597cb3fe 3808 3797 2017-10-19T23:32:15Z Nic 2 wikitext text/x-wiki == Overview == [[File:EditLayoutDialogue.png|300px|thumb|right|Edit Layout Dialogue]] [[Reports]] in BudgetLink may contain more columns and rows than required. Users have the ability to edit the layout of these reports to determine which columns and rows will be included in the report. This is only available in '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' or '''BudgetLink Ultimate Edition'''. Most report layouts are broken into 3 different categories of columns: Major Columns, Minor Columns and Advanced Columns. Rows on the other hand vary greatly from report to report. === Major Columns === Major columns represent the large groups of columns. For instance, in the Budget Analysis report, the major columns are: this period, this period ytd, etc. === Minor Columns === Minor columns represent the smaller groups of columns within each major column. For instance, in the Budget Analysis report, the minor columns are: Actual, Budget, Variance, Variance %, etc. === Advanced Columns === Advanced columns represent the specific column within a report. For instance. in the Budget Analysis report, advanced columns are: This Period - Actual, This Period - Budget, This Period YTD - Actual, This Period YTD - Budget. <br clear=all> == How to edit the layout of reports == To edit the layout of a report, follow these steps. # Click the '''Layout''' button; # In the '''Edit Layout''' dialog box that appears, select an Item from the list on the left-hand side; # Select or deselect the values or columns to include; # Repeat the process for each item on the list on the left-hand side, if required; # Click OK. Your report will be refreshed to include only the selected columns and rows. == Notes == * Note that if the layout button is not present on your report, it means that the report in question does not offer that capability. * The approach of grouping columns as Major Columns, Minor Columns and Advanced Columns is new to BudgetLink from August 2013. * The ability of select rows was added in BudgetLink from October 2017. == Related Links == * [[Update Report Template]] * [[Customising Reports]] 6c4030a68cd685054e35385d7fabfd50fcaaf483 0 916 3798 2017-10-19T22:09:35Z Nic 2 Redirected page to [[Saving Reports]] wikitext text/x-wiki #REDIRECT [[Saving Reports]] aaffd410acbc7180e14913a99b2ac34cac0f3f99 0 917 3799 2017-10-19T22:14:58Z Nic 2 Created page with "== Overview == Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation. In order to save a report to send t..." wikitext text/x-wiki == Overview == Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation. In order to save a report to send to someone that doesn't have access to BudgetLink, you need to use the '''Save Report As Values''' or use the Publish functionality. See [[Publishing Reports]] for more information. If, on the other hand, you want to save cosmetic or structural changes to the report template (e.g. font or colour changes), you need to save a custom report. See [[Saving Custom Reports]] for more information. == Related Topics == * [[Publishing Reports]] * [[Saving Custom Reports]] 4f0c92e7b236744a8c87d1d119ccf568612fa20a 3800 3799 2017-10-19T23:03:31Z Nic 2 wikitext text/x-wiki == Overview == Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation. In order to save a report to send to someone that doesn't have access to BudgetLink, you need to use the '''Save Report As Values''' or use the '''Publish functionality'''. See [[Publishing Reports]] for more information. If, on the other hand, you want to save cosmetic or structural changes to the report template (e.g. font or colour changes), you need to save a custom report. See [[Saving Custom Reports]] for more information. == Related Topics == * [[Publishing Reports]] * [[Saving Custom Reports]] d5fe13b5ea313fbdad8da91bd8d3e6a16ff85e7b 3801 3800 2017-10-19T23:04:05Z Nic 2 wikitext text/x-wiki == Overview == Saving in BudgetLink is different to saving normal Excel workbook as the reports themselves contain a lot of automation. In order to save a report to send to someone that doesn't have access to BudgetLink, you need to use the '''Save Report As Values''' or use the '''Publish functionality'''. See [[Publishing Reports]] for more information. If, on the other hand, you want to save cosmetic or structural changes to the report template (e.g. font or colour changes), you need to save a custom report. See [[Saving Custom Reports]] for more information. BudgetLink does not allow you to change the original Standard Reports. == Related Topics == * [[Publishing Reports]] * [[Saving Custom Reports]] 4b78a73ed42f2c3c7de5b2595182c7c335f9c8f7 0 918 3802 2017-10-19T23:10:28Z Nic 2 Created page with "== Overview == BudgetLink does not allow you to change the original '''Standard Reports''' but does allow you to create your own '''Custom Report''' based on any existing '''..." wikitext text/x-wiki == Overview == BudgetLink does not allow you to change the original '''Standard Reports''' but does allow you to create your own '''Custom Report''' based on any existing '''Standard Report'''. Custom Reports are only available on '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == How to save as a new custom report == To save as a new custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save As New Custom Report''' button; # Enter a new name for your custom report and click '''Save'''. Your custom report will be automatically saved in the correct location and will automatically appear in the [[Menu]]. == How to save updates to an existing custom report == To save updates to an existing custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save Custom Report''' button. Note that the '''Save Custom Report''' button will only be available if the report you are saving is not the original '''Standard Report'''. If it is, you will need to first create a new custom report using the '''Save As New Custom Report'''. == Related Topics == * [[Reports]] * [[How to Guides]] 950f9a7d7d0acc092f816a522993863e67b9b917 3803 3802 2017-10-19T23:10:40Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink does not allow you to change the original '''Standard Reports''' but does allow you to create your own '''Custom Report''' based on any existing '''Standard Report'''. Custom Reports are only available on '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == How to save as a new custom report == To save as a new custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save As New Custom Report''' button; # Enter a new name for your custom report and click '''Save'''. Your custom report will be automatically saved in the correct location and will automatically appear in the [[Menu]]. == How to save updates to an existing custom report == To save updates to an existing custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save Custom Report''' button. Note that the '''Save Custom Report''' button will only be available if the report you are saving is not the original '''Standard Report'''. If it is, you will need to first create a new custom report using the '''Save As New Custom Report'''. == Related Topics == * [[Reports]] * [[How-to Guides]] 52491e670bf4329db2c4c1326d69dd955405eec8 3804 3803 2017-10-19T23:10:55Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink does not allow you to change the original '''Standard Reports''' but does allow you to create your own '''Custom Report''' based on any existing '''Standard Report'''. Custom Reports are only available on '''BudgetLink Standard Edition''', '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. == How to save as a new custom report == To save as a new custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save As New Custom Report''' button; # Enter a new name for your custom report and click '''Save'''. Your custom report will be automatically saved in the correct location and will automatically appear in the [[Menu]]. == How to save updates to an existing custom report == To save updates to an existing custom report, follow these steps. # Click '''Save''' in Excel; # When prompted, click the '''Save Custom Report''' button. Note that the '''Save Custom Report''' button will only be available if the report you are saving is not the original '''Standard Report'''. If it is, you will need to first create a new custom report using the '''Save As New Custom Report'''. == Related Topics == * [[Reports]] * [[How To Guides]] 5cb1709994ebd27440ee5f6dc15469201bd5c429 0 271 3805 3531 2017-10-19T23:22:03Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[How to save custom reports|Saving Custom Reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] b4e563a0de581ccf5409928b0ca6cf496cbeb1e0 3806 3805 2017-10-19T23:22:17Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] 5acde1cf53d8c8bbf832a0ca40004c085f7d431e 3809 3806 2017-10-20T05:36:14Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] d9fc315bf9fbadb95750303e5ec14bd24d2de505 6 42 3807 77 2017-10-19T23:26:04Z Nic 2 Nic uploaded a new version of &quot;[[File:EditLayoutDialogue.png]]&quot; wikitext text/x-wiki Screenshot of the Edit Layout Dialogue 7db274245f667f5394390e50a34bd78642ef1b3c 0 345 3810 2361 2017-10-23T21:26:48Z Nic 2 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in MYOB # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 567e4f491a313af4b6e8a70042717f428f0ab8ea 3811 3810 2017-10-23T21:27:03Z Nic 2 wikitext text/x-wiki == Overview == Most errors relating to the MYOB ODBC driver can be resolved by verifying and optimising your data file. This applies to MYOB AccountRight or lower but does not apply to MYOB AccountRight Live. You should always verify your data file before as it may raise errors that the optimize cannot repair, or that the optimize can only repair if the verify has detected it. To verify and optimize your data file, follow these steps: # Open your MYOB data file in '''MYOB''' # From the '''File''' menu, select '''Verify Company File''' and wait for the process to complete; # From the '''File''' menu, select '''Optimise Company File''' and wait for the process to complete; == Related Topics == * [[Troubleshooting the MYOB ODBC driver]] [[Category:Troubleshooting]] 9b178f1f0b425b83446131b27be2b91871c13f8f 0 1 3812 3784 2017-10-27T00:23:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.11.2.211]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 38575265bf982b817ac4edaefcd013e65b4f9211 3815 3812 2017-11-01T02:03:36Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.10.2.211]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 00d6af70086bd0ef9b7eaff92a5199f2b1d61ba8 3819 3815 2017-11-02T23:46:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.11.1.212]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 816a2aa2fecc88bd264c4c88a2581af3b9c3d91c 3828 3819 2017-11-13T23:23:35Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.11.2.213]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 31af4131ac7e2c0ebfa4a204d162b730c8738374 0 204 3813 3785 2017-10-27T00:23:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.11.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 eaf3789405c7d373fc2d36c3bb1f2939f69408e8 3816 3813 2017-11-01T02:03:45Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 10c6f03b1e7527f9011afe7a9b0960cb4746bbde 3820 3816 2017-11-02T23:46:23Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 9e498ac8a897766ac2072a37c984924e5028ad60 3829 3820 2017-11-13T23:23:51Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 5bb65484ecb58dc3c4a26628c0b32d12e8d5b206 0 919 3814 2017-10-27T00:26:09Z Nic 2 Created page with "BudgetLink v2017.11.2.211 was released on 27/10/2017. == Enhancements == '''Get Data''' * Enhanced get data process to show most/all messages in task bar for easy activation..." wikitext text/x-wiki BudgetLink v2017.11.2.211 was released on 27/10/2017. == Enhancements == '''Get Data''' * Enhanced get data process to show most/all messages in task bar for easy activation. * Updated get data to display XERO error messages during get data process * Fixed issue with XERO and MYOB Live with UNC path causing get data to fail when processing scripts. * Updated get data with XERO to ensure the access granted lasts the full 30 minutes to minimise the need to authorise multiple times. '''Licensing''' * Enhanced licensing to identify custom report. * Enhanced saving reports to be clearer about creating custom reports. * Added licensing for all BudgetLink reports. '''Layout''' * Enhanced layout form to have list instead of dropdown and support both rows and columns. * Enhanced layout form to be resisable. '''Reports''' * Enhanced dashboard to have nicer formatted the pie charts. * Enhanced dashboard to allow current liabilities to select multiple accounts or none. * Converted all reports from XLSM to XLSB. '''Miscellaneous''' * Added prompt to default company name when testing data file connection. * Enhanced QuarterName function to handle YTD and TD. * Enhanced Movement function to support comma separated list of versions. * Fixed issue with filters and validation getting stuck and prompting multiple times. == Related Topics == * [[BudgetLink version archive]] bc0b41167e090cb804031373564fd23accac9399 3817 3814 2017-11-01T02:03:53Z Nic 2 wikitext text/x-wiki BudgetLink v2017.10.2.211 was released on 27/10/2017. == Enhancements == '''Get Data''' * Enhanced get data process to show most/all messages in task bar for easy activation. * Updated get data to display XERO error messages during get data process * Fixed issue with XERO and MYOB Live with UNC path causing get data to fail when processing scripts. * Updated get data with XERO to ensure the access granted lasts the full 30 minutes to minimise the need to authorise multiple times. '''Licensing''' * Enhanced licensing to identify custom report. * Enhanced saving reports to be clearer about creating custom reports. * Added licensing for all BudgetLink reports. '''Layout''' * Enhanced layout form to have list instead of dropdown and support both rows and columns. * Enhanced layout form to be resisable. '''Reports''' * Enhanced dashboard to have nicer formatted the pie charts. * Enhanced dashboard to allow current liabilities to select multiple accounts or none. * Converted all reports from XLSM to XLSB. '''Miscellaneous''' * Added prompt to default company name when testing data file connection. * Enhanced QuarterName function to handle YTD and TD. * Enhanced Movement function to support comma separated list of versions. * Fixed issue with filters and validation getting stuck and prompting multiple times. == Related Topics == * [[BudgetLink version archive]] 0590e51fbc3128993ad8a7d47fb0ac1331bdf407 3818 3817 2017-11-01T02:04:04Z Nic 2 Nic moved page [[BudgetLink v2017.11.2.211]] to [[BudgetLink v2017.10.2.211]] without leaving a redirect wikitext text/x-wiki BudgetLink v2017.10.2.211 was released on 27/10/2017. == Enhancements == '''Get Data''' * Enhanced get data process to show most/all messages in task bar for easy activation. * Updated get data to display XERO error messages during get data process * Fixed issue with XERO and MYOB Live with UNC path causing get data to fail when processing scripts. * Updated get data with XERO to ensure the access granted lasts the full 30 minutes to minimise the need to authorise multiple times. '''Licensing''' * Enhanced licensing to identify custom report. * Enhanced saving reports to be clearer about creating custom reports. * Added licensing for all BudgetLink reports. '''Layout''' * Enhanced layout form to have list instead of dropdown and support both rows and columns. * Enhanced layout form to be resisable. '''Reports''' * Enhanced dashboard to have nicer formatted the pie charts. * Enhanced dashboard to allow current liabilities to select multiple accounts or none. * Converted all reports from XLSM to XLSB. '''Miscellaneous''' * Added prompt to default company name when testing data file connection. * Enhanced QuarterName function to handle YTD and TD. * Enhanced Movement function to support comma separated list of versions. * Fixed issue with filters and validation getting stuck and prompting multiple times. == Related Topics == * [[BudgetLink version archive]] 0590e51fbc3128993ad8a7d47fb0ac1331bdf407 0 920 3821 2017-11-02T23:48:07Z Nic 2 Created page with "BudgetLink v2017.11.1.212 was released on 03/11/2017. The main improvement related to Job Groups. == Enhancements == '''MYOB AccountRight Live''' * Enhanced get data for MYO..." wikitext text/x-wiki BudgetLink v2017.11.1.212 was released on 03/11/2017. The main improvement related to Job Groups. == Enhancements == '''MYOB AccountRight Live''' * Enhanced get data for MYOB AccountRight Live to detect server hosting file on the cloud and using it to improve performance. '''Job Groups''' * Enhanced keyword based job group rules to be more refined. Can scan job number, job name or both. * Enhanced keyword based job group rules to be more refined. Can scan for keyword at start, middle or end. '''Account Hierarchies''' * Fixed add and map to work when account hierarchy may be substantially different and scanning doesn't return a valid place. '''Miscellaneous'' * Enhanced upgrade process to also pull XLSB workbooks. == Related Topics == * [[BudgetLink version archive]] 1782c6cac1391558252dafe8eed0a15d746cd5b2 6 506 3822 1864 2017-11-02T23:50:38Z Nic 2 Nic uploaded a new version of &quot;[[File:JobGroupRuleKeyword.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 505 3823 1863 2017-11-02T23:51:49Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. Many rules can be added to a job group to determine which jobs will be included in the job group. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. In other words, exclude rules are stronger than include rules. As such, if you create a job group where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Selecting header jobs == When selecting header jobs, all children and grand-children of the header jobs are considered selected. This applies when including or excluding jobs and allows you to build rules purely using the headers for speed purpose. Of note, if you include the header job and the detail job underneath, the detail job will only be included once. == Using lists to select jobs == [[File:JobGroupRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a '''list''' by ticking the jobs that you wish to include (or exclude). This approach is particularly suited when the jobs sit in various areas of the complete list. To select jobs using the list approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''List''' in the '''Selection Type''' dropdown; # Tick the jobs to include or exclude; # Click '''OK'''; <br clear=all> == Using a range to select jobs == [[File:JobGroupRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a '''range'''. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. This approach is particularly suited when the jobs sit in a specific area of the complete list. To select jobs using the range approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Range''' in the '''Selection Type''' dropdown; # Select the first job to in the '''From''' dropdown; # Select the last job to in the '''To''' dropdown; # Click '''OK'''; <br clear=all> == Keyword Approach == [[File:JobGroupRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. This approach is particularly suited if your jobs are named in such a way that specific keywords can be used. As an example, entering the word '''Maintenance''' will include all jobs which contain the text '''Maintenance'''. To select jobs using the keyword approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Keyword''' in the '''Selection Type''' dropdown; # Choose whether to only look at '''Job Numbers''', '''Job Names''' or both '''Job Numbers and Names'''; # Choose whether to look at '''Starting''', '''Containing''' or '''Ending''' with the chosen keyword; # Type in the '''Keyword''' with which to select; # Click '''OK'''; <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] d9797dfa0e6f8fd19f984c0cead106bea618c8e8 3824 3823 2017-11-02T23:53:37Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to have [[Job Groups|job groups]] which can be used to control the list of jobs available. Many rules can be added to a job group to determine which jobs will be included in the job group. == Including or Excluding Job == When adding rules, you have the option to include or to exclude the jobs that you select. When compiling the final list of jobs, BudgetLink will process all include rules first, and then all exclude rules. In other words, exclude rules are stronger than include rules. As such, if you create a job group where you have a rule to include '''Job A''' and another to exclude '''Job A''', '''Job A''' will not be included in the final list. == Selecting header jobs == When selecting header jobs, all children and grand-children of the header jobs are considered selected. This applies when including or excluding jobs and allows you to build rules purely using the headers for speed purpose. Of note, if you include the header job and the detail job underneath, the detail job will only be included once. == Using lists to select jobs == [[File:JobGroupRuleList.png|300px|thumb|right|Using a list to select jobs.]] When adding rules, you have the ability to select jobs using a '''list''' by ticking the jobs that you wish to include (or exclude). This approach is particularly suited when the jobs sit in various areas of the complete list. To select jobs using the list approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''List''' in the '''Selection Type''' dropdown; # Tick the jobs to include or exclude; # Click '''OK'''; <br clear=all> == Using a range to select jobs == [[File:JobGroupRuleRange.png|300px|thumb|right|Using a range to select jobs.]] When adding rules, you have the ability to select jobs using a '''range'''. When doing so, all jobs situated between the first job selected and the second job selected will be considered selected. This approach is particularly suited when the jobs sit in a specific area of the complete list. To select jobs using the range approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Range''' in the '''Selection Type''' dropdown; # Select the first job to in the '''From''' dropdown; # Select the last job to in the '''To''' dropdown; # Click '''OK'''; <br clear=all> == Keyword Approach == [[File:JobGroupRuleKeyword.png|300px|thumb|right|Using a keyword to select jobs.]] When adding rules, you have the ability to select jobs using a keyword. When doing so, any job number or job name that contains the keyword entered will be selected. This approach is particularly suited if your jobs are named in such a way that specific keywords can be used. As an example, entering the word '''Maintenance''' will include all jobs which contain the text '''Maintenance'''. To select jobs using the keyword approach, follow these instructions. # Choose whether to '''Include''' jobs or '''Exclude''' jobs in the '''Action''' dropdown; # Choose '''Keyword''' in the '''Selection Type''' dropdown; # Choose whether to only look at '''Job Number''', '''Job Name''' or both '''Job Number or Name'''; # Choose whether to look at '''Starting''', '''Containing''' or '''Ending''' with the chosen keyword; # Type in the '''Keyword''' with which to select; # Click '''OK'''; <br clear=all> == Related Topics == * [[Job Groups]] * [[Jobs]] [[Category:How To Guides]] 468af97559d3f88123b2babc3262606628c0fe86 0 190 3825 2775 2017-11-03T22:04:59Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installs new files in addition to the existing ones and then copy's any settings and budgets across. This allows you to test both in parallel until you are satisfied the upgrade was successful. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 0b3699054eac3c5e0227e2be8ecb5738617b5c2c 3826 3825 2017-11-03T22:05:24Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installs new files in addition to the existing ones and then copy's across any settings and budgets. This allows you to test both in parallel until you are satisfied the upgrade was successful. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 53a87170541f7f2c15e43ee61c5301b3903bde75 3827 3826 2017-11-08T00:37:13Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, download and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] c56388b9ff8fe4f8eaf07018dc8440ebd5bf3b76 0 921 3830 2017-11-13T23:24:48Z Nic 2 Created page with "BudgetLink v2017.11.2.213 was released on 14/11/2017. The main improvement related to improving the performance of subtotals. == Enhancements == '''Account Hierarchies''' * ..." wikitext text/x-wiki BudgetLink v2017.11.2.213 was released on 14/11/2017. The main improvement related to improving the performance of subtotals. == Enhancements == '''Account Hierarchies''' * Fixed issue with renumbering account hierarchy preventing saving in some circumstances. '''Reports''' * Enhanced subtotals to skip during publish or if not required to be updated." == Related Topics == * [[BudgetLink version archive]] 5dd86e235c872a4d6afe802b69cb364638bd3a67 0 93 3831 2674 2017-11-14T03:56:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 0fde88d1932d3d6e0a85640c35c760b73246831d 3832 3831 2017-11-14T03:57:08Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path C:\BudetLink... If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] b778c1907606f5a9803f56cf96dfe928f3cf4767 3833 3832 2017-11-14T03:57:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path C:\BudetLink v[Version Number] If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 516d893eb1e8cbabdbe484ba2ad03680a2ef3c65 0 645 3834 3464 2017-11-16T05:23:26Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When promted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 77cf503da1dbf3e938a11595f4051830865e2795 3835 3834 2017-11-16T05:23:39Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:How_to_enable_weekly_reporting_periods.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] e58b7a19ede3cd2d2e9169fbdcdce52edf01a4ac 6 922 3836 2017-11-16T05:25:53Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 645 3837 3835 2017-11-16T05:26:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:PeriodsOptions.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. <br clear=all /> ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 6d339d8d5f83b8961d67449dc7099e5be153021f 3838 3837 2017-11-16T05:26:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:PeriodsOptions.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] *[[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] be3ca08d3cad7171f2f58b30dc3c575552f21216 3839 3838 2017-11-16T05:26:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:PeriodsOptions.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] f5d61c4a60c10374697259f014ec341ebc70cb76 3840 3839 2017-11-16T05:29:03Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:PeriodsOptions.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. # Click '''Save''' to save the changes. ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. == How to enable Accurals (Weekly) version in BudgetLink == [[File:VersionOptions.png|300px|thumb|right|Version options]] To enable weekly reporting in BudgetLink, you will also need to enable the '''Accruals (Weekly)''' version. To do so, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Versions''' item in the left-hand list; # Tick the '''Enable Accruals (Weekly)''' version; # Click '''Save''' to save the changes. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] f941a074b71159979ed3a7c28d4b7f0a57427b62 3841 3840 2017-11-16T05:29:25Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink allows you to report Profit and Loss and Balance Sheet data on a weekly basis. It will also allow you to capture [[Budgets]] on a weekly basis. '''Note that BudgetLink Free Edition does not have this feature. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' == How to enable weekly reporting in BudgetLink == [[File:PeriodsOptions.png|300px|thumb|right|Period options]] To enable weekly reporting in BudgetLink, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Periods''' item in the left-hand list; # Tick the '''Enable Weekly Periods''' option; # When prompted, click '''Yes''' to enable the '''Accruals (Weekly)''' version; # Choose which day the weeks start on; # Choose whether '''Weekly periods do not overlap financial years''', '''The Start Date determines the financial year''' or '''The End Date determines the financial year'''; # If using Four-Weekly Periods, tick the '''Enable Four-Weekly Periods'''; # If using Four-Weekly Periods, also enter the number of weeks for each period. Ensure all 53 weeks are allocated. # Click '''Save''' to save the changes. ==Notes== * When using Four Weekly Periods, a total of 53 weeks need to be allocated to account for partial weeks. * When using Four Weekly Periods, a 13th period may get created if required. * When using Four Weekly Periods, the traditional Monthly Periods will no longer apply and be available. == How to enable Accurals (Weekly) version in BudgetLink == [[File:VersionOptions.png|300px|thumb|right|Version options]] To enable weekly reporting in BudgetLink, you will also need to enable the '''Accruals (Weekly)''' version. To do so, follow these steps. # From the BudgetLink main menu, click on '''30. Settings'''; # Click on '''Options'''; # Click on the '''Set User Options''' button; # From the options dialogue, select the '''Versions''' item in the left-hand list; # Tick the '''Enable Accruals (Weekly) version'''; # Click '''Save''' to save the changes. <br clear=all /> == Related Topics == * [[Financial Years]] * [[How To Guides]] * [[How to change the numbers of financial years available in BudgetLink]] [[Category:How To]] 4bbaac39baabe4cc262781a12bbaa1bac498c210 0 1 3842 3828 2017-12-05T04:42:33Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.12.1.214]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 82bc08a578685232b939916ba2bf8c86e7259d4a 3847 3842 2017-12-11T03:40:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2017.12.2.215]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 5abdc32d6413ff2605f6135fab11f3d046e50928 0 204 3843 3829 2017-12-05T04:42:50Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 9f63449dfa063f3c6fdbef73a1eceb4e13ff7134 3846 3843 2017-12-11T03:39:49Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f6a18a8da2cbfd21930f13372bbf6e606da4076a 0 923 3844 2017-12-05T04:45:24Z Nic 2 Created page with "BudgetLink v2017.12.2.214 was released on 05/12/2017. == Enhancements == '''MYOB AccountRight Classic''' * Fixed archiving routine by locked period or purged date for MYOB c..." wikitext text/x-wiki BudgetLink v2017.12.2.214 was released on 05/12/2017. == Enhancements == '''MYOB AccountRight Classic''' * Fixed archiving routine by locked period or purged date for MYOB classic. '''MYOB AccountRight Live''' * Enhanced get data for MYOB AccountRight Live to download data using date ranges based on the financial years to retrieve. * Enhanced archiving routine to work for MYOB Live. '''XERO''' * Enhanced archiving routine to work for XERO. '''Get Data''' * Enhanced archiving routine to archive using Financial Year. '''Account Hierarchies''' * Accounts automatically mapping by account number will no longer automatically occur for static account hierarchies. '''Reports''' * Updated 15. Job Reports to be large enough to not require autoexpand immediately. * Updated 14. Cash Flow Reports to correct indexing issue on Income and also subtotals. '''Miscellaneous''' * Fixed issue with advanced accruals and subtotals on sales and purchases impacting trade debtors account. * Enhanced upgrade process to refresh menu. * Enhanced auto upload to close gracefully more often. * Enhanced auto expand to fix formatting issue when reports have multiple rows per row. * Enhanced projection function to support TD periods. == Related Topics == * [[BudgetLink version archive]] 14818625ce1231ceb7f91efb2c65b08952b4a7d2 3845 3844 2017-12-05T04:45:34Z Nic 2 wikitext text/x-wiki BudgetLink v2017.12.1.214 was released on 05/12/2017. == Enhancements == '''MYOB AccountRight Classic''' * Fixed archiving routine by locked period or purged date for MYOB classic. '''MYOB AccountRight Live''' * Enhanced get data for MYOB AccountRight Live to download data using date ranges based on the financial years to retrieve. * Enhanced archiving routine to work for MYOB Live. '''XERO''' * Enhanced archiving routine to work for XERO. '''Get Data''' * Enhanced archiving routine to archive using Financial Year. '''Account Hierarchies''' * Accounts automatically mapping by account number will no longer automatically occur for static account hierarchies. '''Reports''' * Updated 15. Job Reports to be large enough to not require autoexpand immediately. * Updated 14. Cash Flow Reports to correct indexing issue on Income and also subtotals. '''Miscellaneous''' * Fixed issue with advanced accruals and subtotals on sales and purchases impacting trade debtors account. * Enhanced upgrade process to refresh menu. * Enhanced auto upload to close gracefully more often. * Enhanced auto expand to fix formatting issue when reports have multiple rows per row. * Enhanced projection function to support TD periods. == Related Topics == * [[BudgetLink version archive]] 4742101157f002e983a5610a4a6c6e31023548e7 0 924 3848 2017-12-11T03:41:28Z Nic 2 Created page with "BudgetLink v2017.12.2.215 was released on 11/12/2017. == Enhancements == '''MYOB AccountRight Classic''' * Added ini file to store list of MYOB ODBC Drivers. * Changed drop ..." wikitext text/x-wiki BudgetLink v2017.12.2.215 was released on 11/12/2017. == Enhancements == '''MYOB AccountRight Classic''' * Added ini file to store list of MYOB ODBC Drivers. * Changed drop down to allow user to enter any name for an odbc driver. '''Account Hierarchies''' * Fixed issue with map by number and map by name failing when selecting header accounts. == Related Topics == * [[BudgetLink version archive]] 44639f192a3edd9dc6a9ce641dd2464cd966cbc1 0 925 3849 2017-12-13T05:18:05Z Nic 2 Redirected page to [[Manage Workspaces]] wikitext text/x-wiki #REDIRECT [[Manage Workspaces]] 493f339d656529f1cd9baa611cd033ad49e9a75d 3851 3849 2017-12-13T05:18:35Z Nic 2 Redirected page to [[Workspaces]] wikitext text/x-wiki #REDIRECT [[Workspaces]] 01ac371ea372b2786047d28e1d99792506abe265 0 926 3850 2017-12-13T05:18:22Z Nic 2 Redirected page to [[Edit Workspace]] wikitext text/x-wiki #REDIRECT [[Edit Workspace]] 98a2aab6d63481739084552456a8d97dbab3f050 0 927 3852 2017-12-13T05:18:50Z Nic 2 Created page with "#CREATE [[Workspaces]]" wikitext text/x-wiki #CREATE [[Workspaces]] 26fdba9a82f329bcba8d11e5f87ef123a8a529ab 3853 3852 2017-12-13T05:20:00Z Nic 2 Redirected page to [[Workspaces]] wikitext text/x-wiki #REDIRECT [[Workspaces]] 01ac371ea372b2786047d28e1d99792506abe265 0 928 3854 2017-12-13T05:33:24Z Nic 2 Created page with "== Overview ==" wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 3881 3854 2017-12-17T21:32:10Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Company]]. If more than one company or data file is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and seperate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] d9b63c5fdf30c17defc6cc49dcbe8e91751f9c5d 3882 3881 2017-12-17T21:32:19Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Company]]. If more than one company or data file is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] a98347b2ba051348fc3aaae058d0158ea043d64e 3883 3882 2017-12-17T21:32:40Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Data File|Company]]. If more than one company or data file is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 15389195cb2703ba2aac08b0ecf44d19412ae3cb 3884 3883 2017-12-17T21:33:02Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Copanies|Company]]. If more than one company or data file is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] be1def64cf7ee54d3e4970619ec07074d8f96239 3885 3884 2017-12-17T21:33:27Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|Company]]. If more than one company or data file is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 0fc676cf625c51d26dbcc0f60d04af4bca8213c4 3886 3885 2017-12-17T21:34:06Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding Workspaces]] * [[Editing Workspaces]] * [[Removing Workspaces]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 39a5472ce58484da81c9de4ad1aa7356e22a6e80 0 929 3855 2017-12-13T05:33:26Z Nic 2 Created page with "== Overview ==" wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 0 117 3856 3277 2017-12-14T21:41:48Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 472459940405663c2b4ab1ecc8b272200e01139c 3857 3856 2017-12-14T21:46:30Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight Live */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] f80de074c16187497f72b9d58d99845f7a0e6a16 3861 3857 2017-12-14T22:01:06Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, follow these steps. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 5e75aea64719891f50e65c8671ecbebeeef9065d 3862 3861 2017-12-14T22:02:22Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight Live */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, click the relevant link below. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 54a1fde9e2623f5313bd75d91a10478fd7929bd2 3863 3862 2017-12-14T22:02:47Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight Live */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, click the location of you data file below. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File on Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] f48f75edb340022cc8a2d9898aa82a605760f30a 3864 3863 2017-12-14T22:03:15Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight Live */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, click the location of you data file below. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File in the Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 9db4750f4148592f1c31cfaf570ac1d191f476d4 3871 3864 2017-12-14T22:13:51Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight Live */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, click the location of you data file below for further instruction. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File on Local Machine ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File on Server ]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud | Data File in the Cloud ]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] a1bfb9887a2415d2c75bf7e76a6626e88d5813fb 0 811 3858 3586 2017-12-14T21:54:24Z Jeff 1 wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] c9edc534f904ce7005809c0cf668104f0486b90c 3859 3858 2017-12-14T21:56:20Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 8cb211eec5082e6138b39569a356f0cc53fd9199 3865 3859 2017-12-14T22:06:47Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 78bf3ceb57fb2129a65612e4b44cf3f5b18129d7 3866 3865 2017-12-14T22:08:27Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Browse button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 1674584cad84025eb1fa283e308a16ed8bfacd7b 3867 3866 2017-12-14T22:08:54Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # If using Connect to MYOB data file in the CLOUD, log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 5b7561d76ea14858b70208d36f5a3a8ee46abc50 3868 3867 2017-12-14T22:09:39Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # Log in to your my.myob account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] dada227ef72492d26844f2b4fc60228afbd34ee6 3869 3868 2017-12-14T22:09:58Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # Log in to your my.MYOB account and click the Allow Access button; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 90f9744c9a11b3c0205678e95c55e36de3f02478 3870 3869 2017-12-14T22:11:52Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # Log in to your my.MYOB account and click the Allow Access button; # Select the data file to connect to and click OK; # If applicable, enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run a Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 22ed96d0eaf1320a2b8dc4aabfdff46899221238 0 118 3860 2771 2017-12-14T22:00:06Z Jeff 1 /* Changing how BudgetLink connects to your data file */ wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 90a7b9c9bfe76bfefacd444055aa5375ae466953 0 465 3872 3731 2017-12-14T23:08:22Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Browse''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one d7ca60d7da15c5d820ba1f29044256a326e23c61 3873 3872 2017-12-14T23:09:12Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and approve access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 7b87306d3c505b07f3d80cd6def3767be8af258a 3874 3873 2017-12-14T23:09:31Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format For further information and images see [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 8bf4e417d3ce4d3fc90589f52106f0295436a783 3875 3874 2017-12-14T23:10:27Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 9d46f466ce623ef422ec58247f838d69c2ddbd40 3876 3875 2017-12-14T23:12:35Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. DON'T delete the existing connection or create a new one as this existing contains your budgets and they will get deleted with the connection At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 48a4166c95fc180e2979158572261f8600766c3c 3877 3876 2017-12-14T23:13:08Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. DON'T delete the existing connection or create a new one as this existing contains your budgets and they will get deleted if the existing connection does. At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one b5656f874955b4616633beb67b3ed3bb69024d99 3878 3877 2017-12-14T23:13:57Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, click Yes to Back Up as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. (DON'T delete the existing connection or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 13200c2a880b4d58e9d260e45ac8f89a5768d48f 3879 3878 2017-12-14T23:14:27Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, '''click Yes to Back Up''' as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. (DON'T delete the existing connection or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 716798c107ee78b032cfdae958d704f379e07a28 3880 3879 2017-12-14T23:15:00Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, '''click Yes to Back Up''' as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one e366b1565a83313f527d3e0cb97583ad6f3aa704 0 929 3887 3855 2017-12-17T21:34:47Z Nic 2 Nic moved page [[Edit Workspace]] to [[Editing Workspace]] without leaving a redirect wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 3889 3887 2017-12-17T21:35:37Z Nic 2 Nic moved page [[Editing Workspace]] to [[Editing a workspace]] wikitext text/x-wiki == Overview == d27702e19830e4761cc4d2ae69628ba03faca2d0 3902 3889 2017-12-17T22:24:49Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to edit a workspace == To edit a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace to edit and click on the '''Edit Workspace''' button; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''Move''' to move the workspace to a new location; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 43dd86b20413c6818495a1bc4802a3534f944713 0 926 3888 3850 2017-12-17T21:34:52Z Nic 2 Redirected page to [[Editing Workspace]] wikitext text/x-wiki #REDIRECT [[Editing Workspace]] 5b41111377613b7c0c23594a8fd4956641e00df4 3891 3888 2017-12-17T21:35:52Z Nic 2 Redirected page to [[Editing a workspace]] wikitext text/x-wiki #REDIRECT [[Editing a workspace]] afb582cd05691e3f7dff0624883ea15ba4e27892 0 928 3892 3886 2017-12-17T21:36:11Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] e6bef878fa4f3828bce524ac181075a7902550ce 3894 3892 2017-12-17T21:51:59Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies]] all belong to a single workspace. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] f4ca63fd541dd8693752b3f411ab6ca4bfbf1679 3895 3894 2017-12-17T21:52:28Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing which workspace to work on]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 81983d38a0f93f3d74eaef719bb32d95e38c4e5b 3896 3895 2017-12-17T22:05:42Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] ba0cd0bd509f4a8a8fc87eeb52c15b20dedc2c2d 3897 3896 2017-12-17T22:10:41Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' only allows a single workspace. '''BudgetLink Pro Edition''' allows for three workspaces. '''BudgetLink Ultimate Edition''' allows for any number of workspaces. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 0d809e2d229d311ae0abb525c2e4e194ba23c2f1 3935 3897 2018-02-28T21:26:29Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' only allows a single workspace. '''BudgetLink Pro Edition''' allows for three workspaces. '''BudgetLink Ultimate Edition''' allows for any number of workspaces. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] * [[Duplicating existing workspaces]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] ea23b657b492c1c3bfe697b7c40c307e5c79be44 3936 3935 2018-02-28T21:28:37Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate configurations and environment for BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' only allows a single workspace. '''BudgetLink Pro Edition''' allows for three workspaces. '''BudgetLink Ultimate Edition''' allows for any number of workspaces. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] * [[Duplicating and dividing existing workspaces]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 06038f9a070a70d0f40ab267d8b03d5ebf525930 0 271 3893 3809 2017-12-17T21:50:27Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Workspaces == Workspaces allow you to setup additional configurations and environments for different companies. See the following guides. * [[Workspaces]] == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] 617935b074d811e0c7cf24c8c7a01363faa5fbbe 0 931 3898 2017-12-17T22:21:15Z Nic 2 Created page with "== Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow..." wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether 'Adding a new workspace''', '''Adding an existing workspace''' or '''Upgrading a workspace from an old version''' # If '''Upgrading a workspace from an old version''', browse for the location of the old version; # Browse to the workspace location; # Enter a name for the workspace; # Enter a description for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 703d962ee96be99e122f7155910e37af7daf5061 3899 3898 2017-12-17T22:21:54Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Adding a new workspace''', '''Adding an existing workspace''' or '''Upgrading a workspace from an old version'''; # If '''Upgrading a workspace from an old version''', browse for the location of the old version; # Browse to the workspace location; # Enter a name for the workspace; # Enter a description for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 5d889115f7cb22b3762732257308f0c8d52aca70 3900 3899 2017-12-17T22:22:20Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Adding a new workspace''', '''Adding an existing workspace''' or '''Upgrading a workspace from an old version'''; # If ''Upgrading a workspace from an old version'', browse for the '''location of the old version'''; # Browse to the '''workspace location'''; # Enter a name for the workspace; # Enter a description for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 62710d7ac8443073535539c69a074ef1406c8c60 3901 3900 2017-12-17T22:22:35Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Adding a new workspace''', '''Adding an existing workspace''' or '''Upgrading a workspace from an old version'''; # If ''Upgrading a workspace from an old version'', browse for the '''location of the old version'''; # Browse to the '''workspace location'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 602944362278af658e906eb326d76bca20ccdb26 3907 3901 2017-12-17T23:19:12Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If ''Upgrading a workspace from an old version'', browse for the '''location of the old version'''; # Browse to the '''workspace location'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] e943eed16313b1d6d966871fc1ee322b57bd8328 3908 3907 2017-12-17T23:20:07Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If '''Upgrading from an old version''', browse for the '''location of the old version'''; # Browse to the '''workspace location'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 0fc90b56e56040ad31eb3a9587ca385787d5ec1f 3913 3908 2017-12-18T00:59:24Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If '''Upgrading from an old version''', browse for the '''location of the old version'''; # Browse to the '''workspace location'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Types of new workspaces to add]] * [[Workspaces]] 356021313c3e50b281b2d2c1ebe1df3d4927a6a5 0 932 3903 2017-12-17T22:28:50Z Nic 2 Created page with "== Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to remove a workspace == To remove a workspace, ..." wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to remove a workspace == To remove a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace and click on the '''Remove Workspace''' button; # Choose whether you wish to '''Remove the Workspace from List''', or complete '''Delete Workspace and All Files'''; # Click '''OK''' to confirm the removal; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] 3cb88af2ced8aba185ef120417af58c89b38e42e 3916 3903 2017-12-18T04:07:23Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When removing a workspace, BudgetLink provides two different approaches. See [[Different ways to remove workspaces]] for more information. == How to remove a workspace == To remove a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace and click on the '''Remove Workspace''' button; # Choose whether you wish to '''Remove the Workspace from List''', or complete '''Delete Workspace and All Files'''; # Click '''OK''' to confirm the removal; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Different ways to remove workspaces]] * [[Workspaces]] 791490b901491d666078ce09d4614fec0a45ef45 3917 3916 2017-12-18T04:08:16Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to remove a workspace == To remove a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace and click on the '''Remove Workspace''' button; # Choose whether you wish to '''Remove the Workspace from List''', or complete '''Delete Workspace and All Files'''; # Click '''OK''' to confirm the removal; # Click '''Close''' to close the Manage Workspace dialogue. == Notes == See [[Different ways to remove workspaces]] for more information on the different approaches to removing workspaces. == Related Topics == * [[Different ways to remove workspaces]] * [[Workspaces]] 5f20968e9ba9e960bd0ecb5dd8b91955624f3e5a 0 933 3904 2017-12-17T22:39:57Z Nic 2 Created page with "== Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When BudgetLink first starts, you will be prompted to ch..." wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When BudgetLink first starts, you will be prompted to choose the workspace with which to work. If you want to change and connect to a different workspace, follow these steps. == How to add a workspace == To choose the workspace with which to work, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace with which to work and click '''Select'''. == Related Topics == * [[Workspaces]] c62c4864e112c8edd206434f8393688af2a80773 3905 3904 2017-12-17T22:41:00Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When BudgetLink first starts, you will be prompted to choose the workspace with which to work. If you want to change and connect to a different workspace, follow these steps. == How to add a workspace == To choose the workspace with which to work, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace with which to work and click '''Select'''; # Click '''OK''' to confirm that you wish to change the current workspace; # Run a [[Get Data]]. == Related Topics == * [[Workspaces]] 4e001a1d622f6b964b1719caad6f714311690a53 3906 3905 2017-12-17T22:44:40Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When BudgetLink first starts, you will be prompted to choose the workspace with which to work. If you want to change and connect to a different workspace, follow these steps. == How to add a workspace == To choose the workspace with which to work, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace with which to work and click '''Select'''; # Click '''OK''' to confirm that you wish to change the active workspace; # Run a [[Get Data]]. == Related Topics == * [[Workspaces]] f9db2ff2f0849089d917793f1410fbfbbed914dd 0 934 3909 2017-12-18T00:52:16Z Nic 2 Redirected page to [[Adding a workspace]] wikitext text/x-wiki #REDIRECT [[Adding a workspace]] a1302b0e6d9c4f58527b4b7efba1b7cedcc03145 3910 3909 2017-12-18T00:53:14Z Nic 2 Redirected page to [[Types of new workspaces to add]] wikitext text/x-wiki #REDIRECT [[Types of new workspaces to add]] 69376210480cf601531416639ef925e658577778 0 935 3911 2017-12-18T00:58:55Z Nic 2 Created page with "== Overview == When adding a new workspace, you have to chose whether: * You wish to create a new empty workspace; * You wish to link to an existing workspace that may have b..." wikitext text/x-wiki == Overview == When adding a new workspace, you have to chose whether: * You wish to create a new empty workspace; * You wish to link to an existing workspace that may have been created by someone else; * You wish to create a new workspace by upgrading from an older version of BudgetLink that didn't have workspaces; == Create a new empty workspace == When creating a new empty workspace, all the files and folders necessary for the workspace to function will be copied to the folder chosen. == Link to an existing workspace == When linking to an existing workspace, all existing files will remain in place and BudgetLink will only add a new entry to it's internal list of workspaces. The workspace will remain unchanged. == Upgrade from an old version == When creating a new workspace by upgrading from an older version of BudgetLink, you will be prompted for the following: * the location of the older version of BudgetLink; * the new folder location for the new workspace. BudgetLink will then copy the necessary files into the new workspace and run an upgrade process to transfer the old settings into the new workspace. == Related Topics == * [[Adding a new workspace]] * [[Workspaces]] 27521dcf617780eda432f0a1e5f35517773a8406 3912 3911 2017-12-18T00:59:08Z Nic 2 wikitext text/x-wiki == Overview == When adding a new workspace, you have to chose whether: * You wish to create a new empty workspace; * You wish to link to an existing workspace that may have been created by someone else; * You wish to create a new workspace by upgrading from an older version of BudgetLink that didn't have workspaces; == Create a new empty workspace == When creating a new empty workspace, all the files and folders necessary for the workspace to function will be copied to the folder chosen. == Link to an existing workspace == When linking to an existing workspace, all existing files will remain in place and BudgetLink will only add a new entry to it's internal list of workspaces. The workspace will remain unchanged. == Upgrade from an old version == When creating a new workspace by upgrading from an older version of BudgetLink, you will be prompted for the following: * the location of the older version of BudgetLink; * the new folder location for the new workspace. BudgetLink will then copy the necessary files into the new workspace and run an upgrade process to transfer the old settings into the new workspace. == Related Topics == * [[Adding a workspace]] * [[Workspaces]] c458bd7af2e597ddfb769674d7c7bc5deb1e16e0 0 936 3914 2017-12-18T04:03:39Z Nic 2 Redirected page to [[Different ways to remove workspaces]] wikitext text/x-wiki #REDIRECT [[Different ways to remove workspaces]] e60be12d510607095f29fa159f37205f0ddfe0f9 0 937 3915 2017-12-18T04:06:41Z Nic 2 Created page with "== Overview == When removing a workspace, you have to chose whether: * You wish to unlink the workspace and remove it from the list; * Completely delete all the files and fol..." wikitext text/x-wiki == Overview == When removing a workspace, you have to chose whether: * You wish to unlink the workspace and remove it from the list; * Completely delete all the files and folders associated with the workspace. == Remove Workspace from List == When choosing to remove a workspace from the list, all files, backups and configurations will be retained in the original location should you chose to re-add the workspace at a later time. == Deleting Workspace and All Files == When deleting the workspace and all files, all files, backups and configurations will be completely removed from your system. This will free up some disk space at the risk of losing all the information contained within the workspace. == Related Topics == * [[Removing a workspace]] * [[Workspaces]] e99375497d71f225547509168751b2bf5654fa99 0 938 3918 2017-12-19T03:33:21Z Nic 2 Redirected page to [[Troubleshooting folder permissions]] wikitext text/x-wiki #REDIRECT [[Troubleshooting folder permissions]] 67952db78218aa8b77b98d7c85fc251661ebb52b 0 95 3919 2105 2017-12-19T03:34:22Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. Further, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 5060eb8f581778a768e66ab33bee5a483f53f4d9 3920 3919 2017-12-19T03:38:05Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:/Temp/BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. Furthermore, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] c16f33a3999880c075e8be25683c6f2faa15550e 0 120 3921 2639 2017-12-20T03:57:49Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight or prior */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured source === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] ab1eea8fa2629a72a0db6d91a0529bfae56a3df2 3922 3921 2017-12-20T03:58:07Z Jeff 1 /* Connecting BudgetLink to MYOB AccountRight or prior */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight or prior'''; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Leave the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 7ad12a60904ce7c931204bf6d84ddc7de231193f 0 190 3923 3827 2018-01-09T01:16:02Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and install the latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 4b5f60c6d765c5094155c6329fec8e5a6da5d214 3924 3923 2018-01-09T01:16:38Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. For more information, see [[Downloading BudgetLink]] and [[Installing BudgetLink]]. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 162fab64e9f70c9626c2137976599a033c67f6d7 3925 3924 2018-01-09T01:16:50Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLinkLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] b31f3dad8112d479d080600c41870243ba1cbf9b 0 724 3926 3041 2018-01-22T03:28:50Z Jeff 1 /* Setup Account Hierarchy */ wikitext text/x-wiki == Overview == If you have a reporting group with multiple companies or data files you can consolidate them together using BudgetLink. To do so follow the steps below. ==Procedure== [[File:Customise_Monthly_Profit_and_Loss.png|300px|thumb|right| Consolidate Data Files]] Setup connections to each of the data files you wish to consolidate *[[Connect BudgetLink to a data file]] *[[Assigning Master Datafile ]] *[[How to choose the data files for which to get data | Manage Data Files]] if you want to select more that one data file. === Consolidate the data files === #From BudgetLink; #Go to reports; #Then Click on Customise; #You will see that below window; #From this window click on Company from the drop down you will see all your data files you will need to consolidate; #If you see that there are any data files missing , Manage your Data file. And then Run Get Data process; #And repeat from step 1 to step 5; #Now from the drop down select "Consolidated"; === Setup Account Hierarchy === [[File:SetupAccountHierarchy.png|300px|thumb|right|Setup Account Hierarchy]] * Each data file will have separate Accounts charts. * If you want to consolidate the data files following a particular Accounts chart, make sure you indicate that data file as a [[Assigning Master Datafile | Master data file]] while [[Connect BudgetLink to a data file |setting up the data files]]. *So that when you Setup your Account Hierarchy to Original this will allow you to merge based on that Master data file Accounts chart. *If you select consolidated this will create a Accounts Chart by consolidating the similar fields and adding up the rest to the chart. <br> <br> ==Related Topics== *[[Changing how BudgetLink connects to your data file]] *[[How to choose the data files for which to get data]] c758822e1d93408a3d42fb5c91f221f38b38e2d9 0 849 3927 3534 2018-02-15T23:37:50Z Jeff 1 wikitext text/x-wiki == Overview == By default, BudgetLink will place all backups of reports and databases in a folder under '''\System\Backup\'''. However, it is possible to change the default backup folder. == How to setup the default backup folder == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the folder where the databases will be backed up to; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the folder where the data files will be backed up to; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the folder where the workbooks will be backed up to; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] f30571178a014698e7ae71d44f08e81b18e886d1 0 106 3928 1604 2018-02-16T08:21:00Z Jeff 1 wikitext text/x-wiki == Overview == Budget templates can be created so that managers can complete or update budgets without requiring access to BudgetLink. Once they fill in the desired numbers into the template, the [[Budgets|budget data]] can then easily be imported into BudgetLink. See [[Importing Budgets|Importing Budgets from a Budget Template]] for more information. To provide familiarity, the budget templates are created from the standard budget entry screens. They are marked up in a such a way that BudgetLink knows how to read them and reimport the data. == How to create a budget template == [[File:EnterBudgets.png|300px|thumb|right|Budget Entry Template]] To create a budget template, follow these steps. # From the main '''menu''', click on the '''20. Budget Entry''' link then select either '''P&L Budget Entry''' or '''BS Budget Entry'''; # Click the '''Customise''' button and select the ''budget version''' and the ''financial year'''; # Click '''OK''' to refresh the Budget Entry screen; # Click the '''Create Template''' button; # To create budget templates for multiple categories or jobs, select the '''Prompt for Categories Selection''' or '''Prompt for Jobs Selection''' check box and click '''OK'''; # Select the categories or jobs if prompted and click '''OK'''; # Once the templates have been created, click '''OK'''; You can then save or email the template to your managers to fill in and [[Importing Budgets|import]] them into BudgetLink once they are returned to you. === Notes === * When creating templates for multiple jobs, ensure that you only select detail jobs and not header jobs. * Never use the '''Publish Down the Page''' option. Click OK and the template will be created for the currently selected job only. == Relates Topics == [[From a Budget Template|Import Budgets from a Template]] f4c2a0ea53d490ea95dd4cb656c13cb09207a4da 0 624 3929 2399 2018-02-16T08:22:22Z Jeff 1 wikitext text/x-wiki == Importing Budgets from a Budget Template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Relates Topics == [[Creating Budget Templates]] b3de31953d04164bb3279a3eb056757eec31db98 0 519 3930 3712 2018-02-18T08:23:07Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Select the '''Template''' to use as a starting point and click '''OK'''; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] * [[Mapping your data file's accounts to the account hierarchy]] [[Category:How To Guides]] 1a88b01e3c32a714209dc8844a2f3b95efd60c72 0 832 3931 3535 2018-02-22T02:01:15Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions in v19 ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the BudgetLink Sales Pivot menu Go to 30.Settings/Data Files. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== 7309c757580ad392fe2a0a10d2555bc693102663 0 204 3932 3846 2018-02-22T23:52:34Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8177ece2647892599143518d9c55b601edfd8850 0 1 3933 3847 2018-02-22T23:52:53Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.2.1.217]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 714c1f1e72bb1e3884afc5b3a98c03dbe343f139 0 939 3934 2018-02-22T23:55:16Z Nic 2 Created page with "BudgetLink v2018.2.1.217 was released on 23/02/2018. The main feature added to this version is workspaces. == Enhancements == '''Workspaces''' * Added workspaces. '''MYOB A..." wikitext text/x-wiki BudgetLink v2018.2.1.217 was released on 23/02/2018. The main feature added to this version is workspaces. == Enhancements == '''Workspaces''' * Added workspaces. '''MYOB AccountRight Live''' * Enhanced messaging when software detects runtime exception in MYOX Api. * Fixed issue with archive routine for MYOX_AccountRegister, MYOX_JobRegister and MYOX_CategoryRegister tables. '''MYOB AccountRight Classic''' * Fixed issue with advanced accruals, purged data and opening balance sheet. '''Account Hierarchies''' * Enhanced account hierarchy mapping to support deleted accounts. '''Reports''' * Updated layout of 18. Yearly Reports to include Gross Profit % of Income and Expenses % of Income on all reports. * Updated formatting of 18. Yearly Reports. '''Fixes''' * Fixed issue with projection function and To Date. * Added check if running under C:\Program Files * Enhanced archiving and free edition to change the archiving setting if unlicensed instead of editing data file. * Enhanced software to run in other languages and regions. == Related Topics == * [[BudgetLink version archive]] ae8d849fabe85483fce9c193669d14c79129c867 0 940 3937 2018-02-28T21:40:58Z Nic 2 Created page with "== Overview == Existing users of BudgetLink who want to use workspaces may find that they want to duplicate their existing workspace and create multiple smaller workspaces. ..." wikitext text/x-wiki == Overview == Existing users of BudgetLink who want to use workspaces may find that they want to duplicate their existing workspace and create multiple smaller workspaces. The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. == Understanding Workspaces == The purpose of workspaces is to allow multiple configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the \BudgetLink\Workspaces folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, expand '''30. Settings''' and select '''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] 221b625d38ec1da85ed680b70264d73b91dfc87d 0 940 3938 3937 2018-02-28T21:41:55Z Nic 2 wikitext text/x-wiki == Overview == Existing users of BudgetLink who want to use workspaces may find that they want to duplicate their existing workspace and create multiple smaller workspaces. The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. == Understanding Workspaces == The purpose of workspaces is to allow multiple configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the \BudgetLink\Workspaces folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, expand '''30. Settings''' and select '''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] 3ebbf44e877a2c592aa0ab5c0897a628b099d798 3939 3938 2018-02-28T21:42:55Z Nic 2 wikitext text/x-wiki == Overview == Existing users of BudgetLink who want to use workspaces may find that they want to duplicate their existing workspace and create multiple smaller workspaces. The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the \BudgetLink\Workspaces folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, expand '''30. Settings''' and select '''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] dbfa7c6c82c348d68f601bbe51286200d4ffd510 3940 3939 2018-02-28T21:44:51Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the \BudgetLink\Workspaces folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, expand '''30. Settings''' and select '''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] a3b3ecb943cb53b76124706c792738df4fd59af0 3941 3940 2018-02-28T21:45:25Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the '''\BudgetLink\Workspaces\''' folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, expand '''30. Settings''' and select '''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] f2f2fd504c089cd927f37b11c9e96a9c9be84533 3942 3941 2018-02-28T21:45:55Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the '''\BudgetLink\Workspaces\''' folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, select'''30. Settings''' and then'''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files]], [[Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] 629db868d8b06f09531a8f84f981082babd94cf9 3943 3942 2018-02-28T21:48:52Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the '''\BudgetLink\Workspaces\''' folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, select'''30. Settings''' and then'''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Manage Data Files|Changing how BudgetLink connects to your data file]], [[Account Hierarchies|Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] 320ac0abe4cd949b77f46162ccd3fd307c464a42 3944 3943 2018-02-28T21:49:10Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to provide the necessary steps to duplicate and divide an existing workspace. It is aimed at users who have upgraded to the latest version of BudgetLink and now want to make use of workspaces. == Understanding Workspaces == The purpose of workspaces is to allow for different configurations. Each configuration would represent a single client or company group. Each configuration is kept separate with their own [[Data Files]], their own [[Account Hierarchies]], their own [[Budgets]], etc. Each workspace will have it's own folder, it's own series of databases, data warehouses, backups, logs, etc. Workspaces are typically stored within the '''\BudgetLink\Workspaces\''' folder where BudgetLink was installed. == Duplicating and dividing existing workspaces == To duplicate and divide an existing workspace, follow these steps. # Using '''Windows Explorer''', find the original workspace folder to duplicate; # '''Copy and paste''' the whole workspace folder; # '''Rename''' the new folder to a more meaningful name; # Using BudgetLink's menu, select'''30. Settings''' and then'''Workspaces'''; # Click on the '''Manage Workspaces''' button; # Click '''Add Workspace''' and choose to '''Link to Existing Workspace'''; # Select the new folder named in step 3 and click '''OK'''; # Enter the '''Name''' and '''Description''' for the workspace; # Click '''OK''' to save the changes; # Select the workspace from the list and click '''Select'''; # Use the [[Changing how BudgetLink connects to your data file|Manage Data Files]], [[Account Hierarchies|Manage Account Hierarchies]] and other screens to remove any item that does not apply to the newly duplicate workspace. === Notes === * You can repeat this process for as many workspaces as you need to create. == Related Topics == * [[Workspaces]] f8faa2159ef69f04beffef83778cb5521f64b0b9 6 941 3945 2018-02-28T22:02:54Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 3946 3945 2018-02-28T22:02:59Z Nic 2 Nic uploaded a new version of &quot;[[File:ManageWorkspaces.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 942 3947 2018-02-28T22:10:25Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 943 3948 2018-02-28T22:12:43Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 931 3949 3913 2018-02-28T22:13:58Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:AddWorkspacePrompt.png|300px|thumb|right|Choice when adding a workspace.]] [[File:EditWorkspace.png|300px|thumb|right|Workspace dialogue.]] To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If '''Upgrading from an old version''', browse for the '''location of the old version'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. <br clear=all> == Related Topics == * [[Types of new workspaces to add]] * [[Workspaces]] 703412e830ebfa1a8aa54428d0868a3c44d95153 0 929 3950 3902 2018-02-28T22:17:35Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to edit a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:EditWorkspace.png|300px|thumb|right|Workspace dialogue.]] To edit a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace to edit and click on the '''Edit Workspace''' button; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''Move''' to move the workspace to a new location; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. == Related Topics == * [[Workspaces]] a83385802184392de0d5352ae8b94286887a75e4 3951 3950 2018-02-28T22:36:04Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to edit a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:EditWorkspace.png|300px|thumb|right|Workspace dialogue.]] To edit a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace to edit and click on the '''Edit Workspace''' button; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''Move''' to move the workspace to a new location; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. <br clear=all> == Related Topics == * [[Workspaces]] 18976a37a6aa4cf37f1c3028f4ffd3aaea3df867 6 944 3952 2018-02-28T22:38:32Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 932 3953 3917 2018-02-28T22:43:09Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to remove a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:RemoveWorkspacePrompt.png|300px|thumb|right|Remove Workspace prompt.]] To remove a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace and click on the '''Remove Workspace''' button; # Choose whether you wish to '''Remove the Workspace from List''', or '''Delete Workspace and All Data'''; # Click '''OK''' to confirm the removal; # Click '''Close''' to close the Manage Workspace dialogue. == Notes == See [[Different ways to remove workspaces]] for more information on the different approaches to removing workspaces. == Related Topics == * [[Different ways to remove workspaces]] * [[Workspaces]] 9fe16e6d0bdb665e4857ff1cc62e49dd6d699776 0 937 3954 3915 2018-02-28T22:45:47Z Nic 2 wikitext text/x-wiki == Overview == When removing a workspace, you have to chose whether: * You wish to unlink the workspace and remove it from the list; * Completely delete all the data, files and folders associated with the workspace. == Remove Workspace from List == When choosing to remove a workspace from the list, all files, backups and configurations will be retained in the original location should you chose to re-add the workspace at a later time. == Deleting Workspace and Data == When deleting the workspace and data, all data, files, backups and configurations will be completely removed from your system. This will free up some disk space at the risk of losing all the information contained within the workspace. == Related Topics == * [[Removing a workspace]] * [[Workspaces]] 12f22ab7a1c6219dbeda2388b8a4c0fd4f26b677 0 933 3955 3906 2018-02-28T22:46:52Z Nic 2 wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. When BudgetLink first starts, you will be prompted to choose the workspace with which to work. If you want to change and connect to a different workspace, follow these steps. == How to add a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] To choose the workspace with which to work, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Select the workspace with which to work and click '''Select'''; # Click '''OK''' to confirm that you wish to change the active workspace; # Run a [[Get Data]]. <br clear=all> == Related Topics == * [[Workspaces]] e9262ca0da5c8c9ee13b5407dd6330f2c573bdb7 0 459 3956 1712 2018-03-06T00:32:19Z Jeff 1 /* Restoring Budgets from a Backup */ wikitext text/x-wiki == Overview == A backup of your BudgetLink data is usually taken each time you close BudgetLink. You can use these backups to restore your budgets to an earlier time. The restore process will end up creating an entirely new budget containing the data from your backup. You can then use this to compare the budgets between the two versions. == Restoring Budgets from a Backup == [[File:RestoreBudgetsUtilities.png|300px|thumb|right|The Utilities screen.]] [[File:RestoreBudgetsSelectBackup.png|300px|thumb|right|The dialogue allowing you to select the backup with which to restore.]] [[File:RestoreBudgetsSelectVersion.png|300px|thumb|right|The dialogue allowing you to select the version to restore.]] To restore budgets from a backup, follow these steps. # From the BudgetLink '''menu''', click on '''20. Budget Entry''' and then '''Utilities'''; # Click on the '''Restore Budget''' button; # Click '''Browse''' and select the backup of the '''BudgetLink Data.mdb''' file, usually located under \System\Backups\Databses\ within the BudgetLink folder; # Select the '''Budget''' to restore and click '''OK'''. The budget will be restored with a different named with a date/time stamp appended to the name, as in ''''Budget 20141021''''. You can use the [[Entering Budgets|Budget Entry]] screen to verify the figures of this new budget. You can use [[Version Control]] to rename the budget or remove it if incorrect. <br clear=all /> == Related Topics == * [[Budgets]] dfe5b023de09bf943619ac91b9570334bb0c5886 0 190 3957 3925 2018-03-07T01:40:39Z Jeff 1 /* Download Upgrade Version */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # Start BudgetLink; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. === Download Upgrade Version === Please [http://accountingaddons.com.au/budgetlink/upgrade/download/ Click Here] to fill in a form to download the latest version of BudgetLink === Notes === * For very old versions of BudgetLink, issues may arise during the upgrade process. If this occurs, contact [http://accountingaddons.com.au Accounting Addons]. Refer to the [http://accountingaddons.com.au/services/consulting-and-support/ Consulting and Support] page for more information. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 892d5d88a0f0c7ef1128ace61a3792ffbc478b9b 3958 3957 2018-03-07T01:49:39Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the BudgetLink upgrade # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 2a2479a7884e94c1ff434670581362eccac4defe 3959 3958 2018-03-07T21:48:33Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used); # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 37d6e490b9cadc4e28e9bcc3a1fe3f7e575c7a67 3960 3959 2018-03-07T21:53:05Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used).; # If not sure locate your [[BugdetLink Folder]] # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 00f745e6069d2a5b63a2567ca96476cfa7ac8f4a 3961 3960 2018-03-07T21:53:25Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one (e.g. the one you used).; # If not sure locate your [[BudgetLink Folder]] # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] a8be69e8c8023b3ed4d8ff92d00ef523435c138b 0 945 3962 2018-03-11T23:00:06Z Jeff 1 Created page with "== Overview == MYOB, Xero, Quickbooks and Reckon allows you to generate a Profit and Loss by Job and a Balanace Sheet at the company level but not a Balance Sheet by Job Bud..." wikitext text/x-wiki == Overview == MYOB, Xero, Quickbooks and Reckon allows you to generate a Profit and Loss by Job and a Balanace Sheet at the company level but not a Balance Sheet by Job BudgetLink allows you to generate a Balance Sheet by Job by splitting bank and linked payables and receivalbes in the same ratio as the allocation accounts in a transaction To use this feature is first needs to be enabled. == How to enable Balance Sheet by Job == # From the Menu go to 30. Settings > Options > Set User Options > Accounts # Check "Enable Balance Sheet by Job" # Click Save # Click Close # Run a Full Get Data == Run a Balance Sheet by Job Report == # From the Menu go to 17. Balance Sheet Reports # Choose any balance sheet report # Click Customise # Choose a Job from the Jobs Filter 1c04d1af409c136dab440e80d2d871a8cbab2c1f 3963 3962 2018-03-11T23:01:33Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == MYOB, Xero, Quickbooks and Reckon allows you to generate a Profit and Loss by Job report and Balanace Sheet report at the company level but not a Balance Sheet by Job BudgetLink allows you to generate a Balance Sheet by Job by splitting bank and linked payables and receivalbes in the same ratio as the allocation accounts in a transaction == How to enable Balance Sheet by Job == # From the Menu go to 30. Settings > Options > Set User Options > Accounts # Check "Enable Balance Sheet by Job" # Click Save # Click Close # Run a Full Get Data == Run a Balance Sheet by Job Report == # From the Menu go to 17. Balance Sheet Reports # Choose any balance sheet report # Click Customise # Choose a Job from the Jobs Filter ade341b90251258dfcd7c3753e39020295ee4e10 3964 3963 2018-03-11T23:02:14Z Jeff 1 /* How to enable Balance Sheet by Job */ wikitext text/x-wiki == Overview == MYOB, Xero, Quickbooks and Reckon allows you to generate a Profit and Loss by Job report and Balanace Sheet report at the company level but not a Balance Sheet by Job BudgetLink allows you to generate a Balance Sheet by Job by splitting bank and linked payables and receivalbes in the same ratio as the allocation accounts in a transaction == How to enable Balance Sheet by Job == # From the Menu go to 30. Settings > Options > Set User Options > Accounts # Check "Enable Balance Sheet by Job" # Click Save then Close # Run a Full Get Data == Run a Balance Sheet by Job Report == # From the Menu go to 17. Balance Sheet Reports # Choose any balance sheet report # Click Customise # Choose a Job from the Jobs Filter 8980a037f817036a8c970ca1d3a69029ffbf0e24 0 273 3965 3747 2018-03-13T23:38:30Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Report]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] * [[How to Delete Reports]] [[Category:Reports]] 9d0a17885adcafc1e8ad3540f8932417e21fe05a 3966 3965 2018-03-13T23:40:15Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Report]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] * [[How to Remove Reports fromt the Menu]] [[Category:Reports]] 891d7a7cf9b5a99fd1a2678b9e2b30e7a6d0a5b8 3967 3966 2018-03-13T23:40:38Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Report]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] * [[How to Remove Reports from the BudgetLink Menu]] [[Category:Reports]] 67f042b6f5f117e6cc3ee6c1424e13b3331c81df 3968 3967 2018-03-13T23:41:11Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink comes with many standard reports available out of the box. == Reports == * [[Dashboard]] * [[Monthly Reports]] * [[Profit and Loss Reports]] * [[Balance Sheet Reports]] * [[Trial Balance Report]] * [[Cash Flow Reports]] * [[Forecast Reports]] * [[Job Reports]] * [[Charts]] * [[Yearly Reports]] * [[Weekly Reports]] * [[Multi Company Income Statements and Balance Sheet Reports]] * [[Multi Company Cash Flow Statement Reports]] * [[Project Analysis Reports]] == Advanced Reports == * [[Category Reports]] == Related Topics == * [[Customising Reports]] * [[Features]] * [[How to remove reports from the BudgetLink menu]] [[Category:Reports]] a9b8973a8fc7ef589e60f48c4cf5414bbdbe2f0d 0 946 3969 2018-03-13T23:42:34Z Jeff 1 Created page with "==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter ..." wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== 9fef3e78bedf6ae464d97304cadb36ecdea63cde 3970 3969 2018-03-13T23:44:22Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== Locate the [[BudgetLink Folder]] and navigate to the System folder Identify the Report to remove and cut and paste it to a folder outside the [[BudgetLink Folder]] ==Procedure== 617bb0b7254dc9b80b6968e6b34ebb88940eb435 3971 3970 2018-03-13T23:44:44Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and cut and paste it to a folder outside the [[BudgetLink Folder]] ==Procedure== c50090ba469ddd64acebdf87622052de5ab2aa4b 3972 3971 2018-03-13T23:46:11Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the Backup Folder ==Procedure== bc18fd4f7f6e134af38db711c1749a155a06d3d1 3973 3972 2018-03-13T23:46:51Z Jeff 1 wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the Backup Folder ==Notes== If you make a mistake you can restore reports from the [[Backups Folder]] 2c24a261ddecbd4be5a1cc71d5f99b76a25c8a99 3974 3973 2018-03-13T23:47:05Z Jeff 1 /* Notes */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the Backup Folder ==Notes== If you make a mistake you can restore reports from the [[Backup Folder]] 1bc60065435b41873b08c3ba39e1055715f4f7d8 3977 3974 2018-03-13T23:57:45Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the [[Backup Folder]] ==Notes== If you make a mistake you can restore reports from the [[Backup Folder]] e5a79ea29336df7442226b223b913f617bebf0e9 3978 3977 2018-03-13T23:57:58Z Jeff 1 /* Notes */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]] The Menu displays Workbooks and Worksheets as sub menu items To remove a report its a matter of removing it from the folder ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the [[Backup Folder]] 0815f9f0bc878f04ecd0d70490ce74dbb938fcfa 3979 3978 2018-03-14T00:01:52Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]]\[[Version Folder]] The Menu displays Workbooks and Worksheets as sub menu items that exist in the [[Version Folder]] Removing a report from the Menu is a matter of locating and removing it from the [[Version Folder]] ==Procedure== # Locate the [[BudgetLink Folder]] and navigate to the System folder # Identify the Report to remove and delete it # If you make a mistake you can restore reports from the [[Backup Folder]] 65db269190578e3258a408cc0d5f432a51d48c09 3982 3979 2018-03-14T00:05:43Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]]\[[Version Folder]] The Menu displays Workbooks and Worksheets as sub menu items that exist in the [[Version Folder]] Removing a report from the Menu is a matter of locating and removing it from the [[Version Folder]] ==Procedure== # Locate the BudgetLink [[Version Folder]] # Identify the Report to remove and move it outside of the [[BudgetLink Folder]] 1eea34b13887619ec90f6f134b369b64673612b3 3985 3982 2018-03-14T00:09:51Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== Reports are Excel Workbooks which exist in the [[BudgetLink Folder]]\[[Version Folder]] The Menu displays Workbooks contained in the [[Version Folder]] Removing a report from the Menu is a matter of locating and removing it from the [[Version Folder]] ==Procedure== # Locate the BudgetLink [[Version Folder]] # Identify the Report to remove and move it outside of the [[BudgetLink Folder]] d9d6e31d24ad22c72fd30a05331a4da40c6f6d7f 0 947 3975 2018-03-13T23:57:02Z Jeff 1 Created page with "BudgetLink takes backups into a backup folder The location of the folder is BudgetLink\System\Backups" wikitext text/x-wiki BudgetLink takes backups into a backup folder The location of the folder is BudgetLink\System\Backups ffc2b44f7770a1150d883de865821b8d21ad081b 3976 3975 2018-03-13T23:57:14Z Jeff 1 wikitext text/x-wiki BudgetLink takes backups into a backup folder The location of the folder is BudgetLink\System\Backups 32dc077ee8c4c4282dc8f379fc5c0b4af2c385b4 0 948 3980 2018-03-14T00:03:43Z Jeff 1 Created page with "== Version Folder == When BudgetLink is installed, each version gets its own folder which is a sub folder of the [[BudgetLink Folder]] It contains Reports and System files" wikitext text/x-wiki == Version Folder == When BudgetLink is installed, each version gets its own folder which is a sub folder of the [[BudgetLink Folder]] It contains Reports and System files ae19a3b955a848bf541fecb291495d0560a40227 3981 3980 2018-03-14T00:03:58Z Jeff 1 /* Version Folder */ wikitext text/x-wiki When BudgetLink is installed, each version gets its own folder which is a sub folder of the [[BudgetLink Folder]] It contains Reports and System files eca2973ac43d15eef720fea2c8ef4105b303fc61 3983 3981 2018-03-14T00:07:07Z Jeff 1 wikitext text/x-wiki When BudgetLink is installed, each version gets its own folder which is a sub folder of the [[BudgetLink Folder]] It contains Reports and System files For versions before v2018.2.1.218 it the version was included in the [[BudgetLink Folder]] name and the new Version Folder was called the System folder 3bbec8985f359cb91f736bc1613ac345da647945 3984 3983 2018-03-14T00:08:13Z Jeff 1 wikitext text/x-wiki When BudgetLink is installed, each version gets its own folder which is a sub folder of the [[BudgetLink Folder]] It contains Reports and System files For versions before v2018.2.1.218 it was called System and was also a subfolder of the [[BudgetLink Folder]] 3fd3cd8cdbd754af3c13c8e6d33853b24d9becaf 0 271 3986 3893 2018-03-20T04:55:35Z Jeff 1 /* Workspaces */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] d9fc315bf9fbadb95750303e5ec14bd24d2de505 0 272 3987 3446 2018-03-20T04:56:41Z Jeff 1 /* Advanced Features */ wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Payables]] * [[Receivables]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Workspaces]] * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Archiving]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] * [[Developer Tools]] 0d19277cbcb9cac78ef3c9c139f8b9cc5c802aa0 0 928 3988 3936 2018-03-20T05:01:29Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate environments or instances. Its benefit is a similar to having separate copies of BudgetLink with each copy having its own linked data files and configuration except it all all managed from one installation It is used primarily by consultants, accountants and managers to work on different sets of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated within the one Workspace. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] * [[Duplicating and dividing existing workspaces]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 1bf95a3932032c6dd14d52f3aeed1699d7418a5d 3989 3988 2018-03-20T05:06:04Z Jeff 1 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate environments or instances within the one installation of BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of client files or groups of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated within the one Workspace. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] * [[Duplicating and dividing existing workspaces]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 9c0b934e4af4b8a8cd042def420acd62a74888d1 0 931 3990 3949 2018-03-20T05:09:30Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:AddWorkspacePrompt.png|300px|thumb|right|Choice when adding a workspace.]] [[File:EditWorkspace.png|300px|thumb|right|Workspace dialogue.]] To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If '''Upgrading from an old version''', browse for the '''location of the old version'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. <br clear=all> == Related Topics == * [[Types of new workspaces to add]] * [[Workspaces]] * [[Relink Workspace on Drop Box]] 057355b2057e79694ac2b84abe4655a5638ab439 3991 3990 2018-03-20T05:10:15Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == [[Workspaces]] allow you to create and manage separate configurations and environment for BudgetLink. == How to add a workspace == [[File:ManageWorkspaces.png|300px|thumb|right|Manage Workspaces dialogue.]] [[File:AddWorkspacePrompt.png|300px|thumb|right|Choice when adding a workspace.]] [[File:EditWorkspace.png|300px|thumb|right|Workspace dialogue.]] To add a workspace, follow these steps. # From the '''Menu''', select '''30. Settings''' then '''Workspaces'''; # Click on the '''Manage Workspace''' button; # Click on the '''Add Workspace''' button; # Choose whether '''Creating a new workspace''', '''Linking to an existing workspace''' or '''Upgrading from an old version'''; # If '''Upgrading from an old version''', browse for the '''location of the old version'''; # Enter a '''name''' for the workspace; # Enter a '''description''' for the workspace; # Click '''OK''' to save the workspace; # Click '''Close''' to close the Manage Workspace dialogue. <br clear=all> == Related Topics == * [[Types of new workspaces to add]] * [[Workspaces]] 703412e830ebfa1a8aa54428d0868a3c44d95153 0 832 3992 3931 2018-04-03T22:36:16Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions in v19 ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the BudgetLink menu Go to 30.Settings/Data Files. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== d61b878330764b8292884f60249133e226049f25 0 1 3993 3933 2018-04-05T02:55:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.4.1.220]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 035e85130395468db4c02ccd88f2bd4fe8513b3a 3999 3993 2018-04-17T23:09:53Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.4.2.221]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3759bce326a5df21a635ec9277a591d8af3a9439 4008 3999 2018-05-10T00:34:09Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.5.1.223]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ b64c5bcbb0aec3225cbd7a97b1a146f241438091 4011 4008 2018-05-10T22:55:34Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.5.2.224]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 8873172fc95fa032222293038c633e0c3bb317be 4022 4011 2018-06-08T01:44:36Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.6.1.225]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3640e6def099f2df7ac53c7b6f7a412224c438ac 4037 4022 2018-06-25T23:54:52Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.6.1.225]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. Click here for [[Upgrading BudgetLink|upgrade instructions]] http://accountingaddons.com.au/wiki/budgetlink/index.php?title=Upgrading_BudgetLink == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d8179d0f0e7c5971988ccadc71aaa3ba05220f93 0 204 3994 3932 2018-04-05T02:55:36Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d5d140227fa3ab7b9ab854336655b56092b5d209 4000 3994 2018-04-17T23:10:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 46b40b9f36dae8649743f8b1f6f23d68828e40b2 4009 4000 2018-05-10T00:34:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 95ca29381890e98b17b3ea104d3e65d69db4d50b 4012 4009 2018-05-10T22:56:08Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d236fa8327f55299e480ea346a063dd9816ca7f8 4023 4012 2018-06-08T01:45:09Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b7d746071e2243d4fb648547ff07c13a2cd8e677 0 949 3995 2018-04-05T02:57:09Z Nic 2 Created page with "BudgetLink v2018.4.1.220 was released on 03/04/2018. == Enhancements == '''Budget Entry''' * Fixed issue with Budget Entry data sources which had incorrect totals formula. ..." wikitext text/x-wiki BudgetLink v2018.4.1.220 was released on 03/04/2018. == Enhancements == '''Budget Entry''' * Fixed issue with Budget Entry data sources which had incorrect totals formula. '''Workspaces''' * Update licensing of BudgetLink Pro Edition to include 5 workspaces. * Enhanced workspaces to support relative paths. '''MYOB AccountRight Live''' * Updated all standard tables for MYOB AccountRight Live to ensure long memos do not cause get data to fail. '''Xero''' * Fixed issue with arching data in xero for reports based tables. '''Miscellaneous''' * Fixed issue with get data when regional settings currency digits and number digits is set to 5 or more. * Added AddonsLink Periods data warehouse. == Related Topics == * [[BudgetLink version archive]] 791c926c3e516cac3bbdd425d6a950c6c4d5807f 0 162 3996 2069 2018-04-06T02:03:05Z Jeff 1 /* Installing the MYOB AccountRight Live API */ wikitext text/x-wiki == Overview == If you use [[MYOB AccountRight Live]] with the MYOB data file hosted on your local machine or on a remote server, you will need to install the MYOB AccountRight Live API. The API will need to be installed on the machine that is hosting the file. As such, if the file is hosted on a server, the API will need to be installed on that server. This article only applies you are using '''Server''' installation of MYOB AccountRight Live and not the '''PC''' installation. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. == Installing the MYOB AccountRight Live API == To install the MYOB AccountRight live API, follow these steps. You will need to follow these steps on the machine which hosts your MYOB data file. # Go to the physical machine that has your MYOB data file; # From the Windows '''Start''' menu, click on '''Computer'''; # Navigate to the following folder '''C:\Program Files (x86)\MYOB\AccountRight\API_Installer\'''; # Run the '''MYOB.AccountRight.API.Bootstrapper.exe''' file to install the API; # If it still doesnt work then reboot your machine. == Notes == * If your machine is a 32-bit machine, the API installer will be located in the following folder '''C:\Program Files\MYOB\AccountRight\API_Installer\'''. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Starting the MYOB AccountRight Live services]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 74122c526bf1f8265ca817f66cb53393553598e2 0 854 3997 3575 2018-04-08T01:53:33Z Jeff 1 wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails with a permissions error, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] e2471bffa90e5c80654de574ed28702bae100e7c 0 575 3998 3561 2018-04-12T00:11:31Z Nic 2 wikitext text/x-wiki == Overview == While we have structured BudgetLink's architecture to make it compatible with future versions of MYOB, it is impossible to know how the MYOB AccountRight Live API will work in the future. You are getting this warning because your version of BudgetLink was created before your version of MYOB AccountRight Live. If however you notice some strange behaviors or missing data, we recommend you upgrade to the latest version of BudgetLink which has been tested. To begin the upgrade process, go to [http://accountingaddons.com.au/budgetlink/upgrade/ http://accountingaddons.com.au/budgetlink/upgrade/]. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 216c7194779109bdc02de6374758ea041fdd7a7e 0 950 4001 2018-04-17T23:12:44Z Nic 2 Created page with "BudgetLink v2018.4.2.221 was released on 18/04/2018. == Enhancements == '''MYOB AccountRight Live''' * Added STANDARD_TimesheetTransactions data support for MYOB AccountRigh..." wikitext text/x-wiki BudgetLink v2018.4.2.221 was released on 18/04/2018. == Enhancements == '''MYOB AccountRight Live''' * Added STANDARD_TimesheetTransactions data support for MYOB AccountRight Live. * Added support for timesheet hours data for MYOB AccountRight Live. * Added ability to set the port number for MYOB AccountRight Live. * Enhanced getting list of data files for MYOB AccountRight Live to ignore blank names or path. '''MYOB AccountRight Classic''' * Fixed issue with TD data and purged data. '''Reports''' * Ensured the Budget Analysis Reports include periods and years above all individual or groups of columns. '''Workspaces''' * Removed leading and trailing spaces when creating workspace folder. '''Miscellaneous''' * Added dropbox for all Standard Editions. * Removed warning message when connecting to newer versions of Excel or MYOB . * Change default filters to ""Only Show Relevant Filters"". * Enhanced menu so double clicking in it does not cause error messages to appear. * Enhanced menu to hide formulas. == Related Topics == * [[BudgetLink version archive]] 21dc6c0204355ddcb9243bf9505ec6eeb22b63d3 0 190 4002 3961 2018-04-19T01:55:42Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the most recent one; # If not sure locate your [[BudgetLink Folder]] # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] a60252e19a80358ff1663ba75860af280fceee2d 4003 4002 2018-04-19T01:57:07Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [http://accountingaddons.com.au/budgetlink/upgrade/download/ Download] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 80bf5aa7ac0d0912e9cbdc6588bffda388bd7c84 4015 4003 2018-05-15T02:41:01Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] and [[Installing BudgetLink|install]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 2c872b80cfdd30e02bbcf84f981a85e5f198c24a 0 671 4004 3010 2018-05-07T08:39:26Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to coopy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button cae1725d14e6e098572dcc27347b90488e33b41f 4005 4004 2018-05-07T08:44:26Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to coopy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button To create a budget using Last Years actuals: #Choose the dimensions to show the budget to create ##ie FYear: 2019, Version: Budget #Choose the Source fitlers to display Last Years Actuals ##ie FYear: 2018, Version: Actuals 11ecf1b414be41737ebe59ad6fac9cb30a316c3f 4006 4005 2018-05-07T08:45:21Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to coopy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button To create a budget using Last Years actuals: #Choose the dimensions to show the budget to create ##ie FYear: 2019, Version: Budget #Choose the Source fitlers to display Last Years Actuals ##ie FYear: 2018, Version: Actuals #Click the Select All button #Click the Copy button 98f4bd74d0eb6b06e96375110f7f788783b31b39 4007 4006 2018-05-07T08:46:21Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to coopy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button To create a budget using Last Years actuals: #Choose the dimensions to show the budget to create ##ie FYear: 2019, Version: Budget #Choose the Source fitlers to display Last Years Actuals ##ie FYear: 2018, Version: Actuals #Click the Select All button #Click the Copy button The Budget Entry side should now contain the same values as the Source Values You can choose to edit the numbers in the Budget Entry side eb6f0d58f7caa4195e139c00712683545fa57fcf 0 951 4010 2018-05-10T00:37:00Z Nic 2 Created page with "BudgetLink v2018.5.1.223 was released on 10/05/2018. == Enhancements == '''Upgrade''' * Enhanced upgrade process when adding workspaces to also upgrade reports if applicable..." wikitext text/x-wiki BudgetLink v2018.5.1.223 was released on 10/05/2018. == Enhancements == '''Upgrade''' * Enhanced upgrade process when adding workspaces to also upgrade reports if applicable. * Fixed issue with upgrade and four-weekly periods. '''Reports''' * Renamed Consolidating Account Hierarchy to Account Hierarchy for Consolidation. '''Miscellaneous''' * Updated error message when browsing for MYOB AccountRight Live file to display error in task bar. * Changing the data file type is no longer possible once the get data has run except for MYOB data files. * Moved launcher to .NET. * Added AddonsLink.Setup.exe to finalise the installation and prepare some files. * Changed remaining XLSM file to XLSB to be compatible with OneDrive. == Related Topics == * [[BudgetLink version archive]] 47c76b7db97d4e8e867b3f32377e09a73cb8e805 0 952 4013 2018-05-10T22:57:26Z Nic 2 Created page with "BudgetLink v2018.5.2.224 was released on 10/05/2018. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with MYOB AccountRight Live to pull up to 15 years of hist..." wikitext text/x-wiki BudgetLink v2018.5.2.224 was released on 10/05/2018. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with MYOB AccountRight Live to pull up to 15 years of historical data, if available. * Fixed issue with MYOB AccountRight Live to not include time on date only fields. == Related Topics == * [[BudgetLink version archive]] 930f1fdbc8a9f4555b76c95b623f31c961caea4a 6 187 4014 697 2018-05-11T05:42:05Z Nic 2 Nic uploaded a new version of &quot;[[File:InstallBudgetLink.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 539 4016 3456 2018-05-21T00:30:15Z Nic 2 Redirected page to [[How to enable the Advanced Accruals version]] wikitext text/x-wiki #REDIRECT [[How to enable the Advanced Accruals version]] b16325d59d4bcef3dfd805ab3ca326a7a873df10 0 470 4017 3455 2018-05-21T00:34:27Z Nic 2 wikitext text/x-wiki == Overview == The '''Advanced Accruals''' version allows you to produce more detailed reports. It is disabled by default. '''Note that this version is only available in BudgetLink Ultimate Edition.''' == How to enable the Advanced Accruals version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the list on the right, tick '''Enable Accruals (Advanced) version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] a364a7bc542735bff421d60d046fab01a692eab8 4018 4017 2018-05-21T00:34:58Z Nic 2 wikitext text/x-wiki == Overview == The '''Advanced Accruals''' version allows you to produce more detailed reports. It is disabled by default. '''Note that this version is only available in BudgetLink Ultimate Edition.''' == How to enable the Advanced Accruals version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable the '''Advanced Accruals''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # On the list on the right, tick '''Enable Accruals (Advanced) version'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 4eb2514deda08af2d2eeea0e0991cdb2de3f48ea 0 774 4019 3716 2018-06-01T10:09:55Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder]|[Move]] it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Pro Edition is required to support these installation locations Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. eb1603f392702bdff2eef23038aee45c56094835 4020 4019 2018-06-01T10:10:12Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Pro Edition is required to support these installation locations Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. a157cd8928e6fc3d50358fd8a2ccbd8bb1494c7d 4021 4020 2018-06-01T10:11:05Z Jeff 1 wikitext text/x-wiki If installing a new copy of BudgetLink then install it into a folder on your File Server which is shared with BudgetLink Users To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. The Standard Edition is required to support these installation locations Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 7bc124b281feb2e55a5e6898dd2f4d60819aa54a 4026 4021 2018-06-14T23:45:14Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your network or save it to either Dropbox or OneDrive and then share the folder with other users If installing on a file server you can either open it from your local PC or in a Terminal Server Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then install it into a folder which is shared with BudgetLink Users. To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] it to a shared folder on your File Server If you don't have a File Server then you can either #Share it from your local machine or #Install it into DropBox or OneDrive. Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. ff660855c5815add0ed9ff9e7d63f7efd9121fb6 4027 4026 2018-06-14T23:48:00Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your network or save it to either Dropbox or OneDrive and then share the folder with other users If installing on a file server you can either open it from your local PC or in a Terminal Server If you have a file server we recommend that you install it there over a synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then install it into a folder which is shared with BudgetLink Users. To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 4a1ae475bf75919406cc70f31c3c6d275d4730f1 4028 4027 2018-06-14T23:49:50Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your network or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then install it into a folder which is shared with BudgetLink Users. To do this, during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 437bceb0b16e909a9386ad227e93f74a6bb95e68 4029 4028 2018-06-14T23:52:14Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros So if you have BudgetLink installed in your organisation and Excel installed on a PC you dont need to install BudgetLink again To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your network or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 5f302d107706c146e37ff2e17d73598b96986831 0 953 4024 2018-06-08T01:55:04Z Nic 2 Created page with "BudgetLink v2018.6.1.225 was released on 08/06/2018. == Enhancements == == Related Topics == * [[BudgetLink version archive]]" wikitext text/x-wiki BudgetLink v2018.6.1.225 was released on 08/06/2018. == Enhancements == == Related Topics == * [[BudgetLink version archive]] 8a2e290fd68848aa12a890f75d8a41204c748188 4025 4024 2018-06-08T03:03:04Z Nic 2 wikitext text/x-wiki BudgetLink v2018.6.1.225 was released on 08/06/2018. == Enhancements == '''Get Data''' * Enhanced skipping data files mechanism to still allow user to run a get data on a data file that hasn't changed. * Enhanced select none on data file selection screen during get data to not repeatedly prompt for the same validation. * Enhanced Get Data Process to simplify and enhance temp folder location. * Fixed issue with get data when internet explorer has not gracefully shut down. * Updated the AddonsLink.Periods database to calculate end dates to finish at 11:59:59pm. '''Workspaces''' * Enhanced workspaces to detect workspaces if present in the workspaces folder while no workspaces are defined. * Enhanced workspaces to prompt to create or link if files for the workspace cannot be found. '''Budget Entry''' * Fixed issue with Budget Entry breaking subtotals on customise. '''Reports''' * Fixed issue with Trial balance report when using account hierarchy at level D not processing current earnings correctly. * Fixed issue with Job Profit and Loss Report and job groups when using XERO. * Updated dashboard financial position to include Other Bank Accounts and Other Equity Accounts balancing row. == Related Topics == * [[BudgetLink version archive]] 51b1cad38d25cd175976b11a7e9cfd65777ee189 0 465 4030 3880 2018-06-21T03:50:29Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as teh frist section of the version number ie v2018. > if released in calendar year 2018 Go to Menu > 30. Settings > Data Files > Manage Data Files When prompted, '''click Yes to Back Up''' as your about to make major changes to your file Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one a1c5876d57ec56c5a36ffa7906487b71d5c14e4d 4031 4030 2018-06-21T03:51:05Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as teh frist section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files #When prompted, '''click Yes to Back Up''' as your about to make major changes to your file #Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) #At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' At Connection Type choose either LOCAL, SERVER, CLOUD. If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. Click the '''Select (Browse)''' button If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink Then choose your data file from the left column Enter your MYOB User Name and Password if required Click Test to confirm that the connection details are correct. Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 3f7786e8a71b166901960f811f146a14ab50591e 4032 4031 2018-06-21T03:51:51Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as teh frist section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 21f578ffb15fe416437e3c0a294ec48d5ec861e9 0 542 4033 3673 2018-06-22T04:18:28Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] f8127b240b59bded7ac5acf71827a65c8e945b54 0 954 4034 2018-06-22T04:22:41Z Nic 2 Created page with "This error occurs when an unknown error caused the connection to MYOB AccountRight Live to fail. We recommend you contact [[http://accountingaddons.com.au/contact-us Accounti..." wikitext text/x-wiki This error occurs when an unknown error caused the connection to MYOB AccountRight Live to fail. We recommend you contact [[http://accountingaddons.com.au/contact-us Accounting Addons]] for more information. 6c73c4bdeed2187c069527ca195ce41f243257d6 4035 4034 2018-06-22T04:22:57Z Nic 2 wikitext text/x-wiki This error occurs when an unknown error caused the connection to MYOB AccountRight Live to fail. We recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons] for more information. fff72c60b8e51a71ce88da78769205de1121938b 0 955 4036 2018-06-22T04:27:35Z Nic 2 Redirected page to [[Unknown MYOB AccountRight Live Error]] wikitext text/x-wiki #REDIRECT [[Unknown MYOB AccountRight Live Error]] 8e992f882e28ca36cccff1b2e5f5f016cf71c601 0 1 4038 4037 2018-06-25T23:55:31Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.6.1.225]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. Click here to[[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ dc35eb37fa9a90c827e8390d5d9dccc908c7b515 4039 4038 2018-06-25T23:55:41Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.6.1.225]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. Click here to [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 71bbd88f1d465e72633cf42b4f7741add9d0c14d 4040 4039 2018-06-25T23:56:39Z Jeff 1 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.6.1.225]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version click [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 42c1bf083198473e98d23c47e30aca0993504409 4074 4040 2018-07-04T01:24:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.7.1.226]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version click [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 03dd4c45be054a43128a20e768f2b062dc99bba2 0 679 4041 3398 2018-06-29T03:07:26Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to move it to your server If you are currently registered fro the Free Edition you will need to upgrade to the Standard Edition or above before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] c38f5e6afd4b523bdd34befb1f115d5a836f4fad 0 774 4042 4029 2018-06-29T03:09:30Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your network or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. 0e84b5083fc127326327af0110b2814e648bcb4e 4043 4042 2018-06-29T03:10:15Z Jeff 1 wikitext text/x-wiki This support note explains how to go about sharing BudgetLink with multiple users Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. a2840207657cdf5198565ca54a35bfbf89c45646 4077 4043 2018-07-04T03:04:37Z Jeff 1 wikitext text/x-wiki == Overview == This support note explains how to go about sharing BudgetLink with multiple users == How to Share == Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder '''[[How to Share BudgetLink on Network |Give full read/write permissions]]''' for the '''[[BudgetLink Folder]]'''s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. dcc14b4cbb8127917ee7454504e31ffc9745c326 4078 4077 2018-07-04T03:06:30Z Jeff 1 wikitext text/x-wiki == Overview == This support note explains how to go about sharing BudgetLink with multiple users == How to Share == Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. c0d63b685d13cc4bedb2b0e51fb837285dee2f4f 0 598 4044 3537 2018-07-03T03:16:34Z Jeff 1 wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you will need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] a5c9ca2ed43055ded9d960c7638657e1da655315 0 94 4045 3595 2018-07-03T03:48:56Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. === Xero === To troubleshoot problems with Xero, see [[Troubleshooting Get Data Problems with Xero]] == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] d28218a8396355124ba2e88972ca0bc605b2bc65 0 956 4046 2018-07-03T03:54:41Z Nic 2 Created page with "== Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured corre..." wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission Denied connecting to Xero data]] * [[Xero Authorisation number is not valid]] * [[Xero Authorisation number has expired]] * [[The Nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] a4a9d09efd2e07ab121dc00da9f6c29d47ff1792 4050 4046 2018-07-03T04:02:39Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero Authorisation number is not valid]] * [[Xero Authorisation number has expired]] * [[The Nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] c0a7629d42c84c215d477fe914db9d31e01cadb1 4056 4050 2018-07-03T04:13:21Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 06911f395ea2c2691faa3986e52ae71b78e78a45 4082 4056 2018-07-05T00:05:52Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] bac18dcb97800ed88e4e1f2948b39dc0ccb82b78 0 957 4047 2018-07-03T03:58:04Z Nic 2 Created page with "== Overview == BudgetLink uses an inbuilt consumer key to connect to Xero. It also provides the option of setting up your own. If you specified your own consumer key, we rec..." wikitext text/x-wiki == Overview == BudgetLink uses an inbuilt consumer key to connect to Xero. It also provides the option of setting up your own. If you specified your own consumer key, we recommend double checking the consumer key entered. If you are using the inbuilt consumer key, contact [[https://accountingaddons.com.au/contact-us Accounting Addons]]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] f18a91f917fa8d3b963ca9c60007048e008ca979 4048 4047 2018-07-03T03:58:16Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses an inbuilt consumer key to connect to Xero. It also provides the option of setting up your own. If you specified your own consumer key, we recommend double checking the consumer key entered. If you are using the inbuilt consumer key, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 109bf5a424568204609cd87e9aa64ab615e3bbb9 0 958 4049 2018-07-03T04:00:55Z Nic 2 Redirected page to [[Consumer Key used to connect to Xero is not configured correctly]] wikitext text/x-wiki #REDIRECT [[Consumer Key used to connect to Xero is not configured correctly]] 09de8762e06a61d7fb9e8fcb00ba7c54825a774c 0 959 4051 2018-07-03T04:05:28Z Nic 2 Created page with "== Overview == BudgetLink will display this message when it cannot connect to your Xero data file, or cannot download specific data from Xero. To fix this issue, you will ne..." wikitext text/x-wiki == Overview == BudgetLink will display this message when it cannot connect to your Xero data file, or cannot download specific data from Xero. To fix this issue, you will need to check the permissions on the Xero account used when authorising to ensure it has high enough permissions or used a different Xero account. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 8a4dbb89f86dee2a59c46f8ab698173e43f73b48 4052 4051 2018-07-03T04:06:04Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink displays this message when it cannot connect to your Xero data file, or cannot download specific data from Xero. To fix this issue, you will need to check the permissions on the Xero account used when authorising to ensure it has high enough permissions or used a different Xero account. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]] 7a55eab63d9725b4921fce314f45915cac6888b4 4055 4052 2018-07-03T04:09:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink displays this message when it cannot connect to your Xero data file, or cannot download specific data from Xero. To fix this issue, you will need to check the permissions on the Xero account used when authorising to ensure it has high enough permissions or used a different Xero account. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] ad7d8f635d8ccda80c86ffa4cccf01d18bfbadc9 0 960 4053 2018-07-03T04:06:39Z Nic 2 Redirected page to [[Permission denied connecting to Xero data]] wikitext text/x-wiki #REDIRECT [[Permission denied connecting to Xero data]] a58df1db99b5ccfa54335063580e8aa6cf1e93a6 4054 4053 2018-07-03T04:07:17Z Nic 2 Redirected page to [[Permission denied connecting to Xero]] wikitext text/x-wiki #REDIRECT [[Permission denied connecting to Xero]] 55d8f6a15399debb4fdd85e52c6c3d1a3dfd7883 0 961 4057 2018-07-03T04:14:57Z Nic 2 Created page with "== Overview == When connecting to Xero, BudgetLink will usually prompt for you to login to Xero to obtain an authorisation number to ensure that it has access to your Xero da..." wikitext text/x-wiki == Overview == When connecting to Xero, BudgetLink will usually prompt for you to login to Xero to obtain an authorisation number to ensure that it has access to your Xero data. The authorisation number you entered was badly entered and is not correct. We recommend you re-authorise the connection to Xero and enter the number correctly. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 82dde04e2da84e56de5f6064315a0bbb4a852d86 0 962 4058 2018-07-03T04:18:29Z Nic 2 Redirected page to [[Xero authorisation number is not valid]] wikitext text/x-wiki #REDIRECT [[Xero authorisation number is not valid]] ffb8f4c873e94ca5f229ea7f2666d874ee8af5e6 0 963 4059 2018-07-03T04:21:52Z Nic 2 Created page with "== Overview == BudgetLink displays this message if the authorisation number used to connect to Xero has expired. The authorisation number is only valid for 30 minutes. At wh..." wikitext text/x-wiki == Overview == BudgetLink displays this message if the authorisation number used to connect to Xero has expired. The authorisation number is only valid for 30 minutes. At which point, you will need to enter a new authorisation number and cannot used the expired one. To fix this issue, ensure you re-authorise and enter a new authorisation number when prompted. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] a152e06024d6362bab7d97faff372f636e08f852 0 964 4060 2018-07-03T04:22:50Z Nic 2 Redirected page to [[Xero authorisation number has expired]] wikitext text/x-wiki #REDIRECT [[Xero authorisation number has expired]] 52f00190c1b7b36c1ea5f6e0d756fecbd9964b9d 0 965 4061 2018-07-03T04:27:32Z Nic 2 Created page with "== Overview == BudgetLink generates a nonce (number used only once) in order to connect to Xero. This random number cannot be used more than once. You should never receive t..." wikitext text/x-wiki == Overview == BudgetLink generates a nonce (number used only once) in order to connect to Xero. This random number cannot be used more than once. You should never receive this error, but if you do, try running the get data again. If the problem persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 7b3fb3fb97b8ea706c8d2d278fe757fa3f34f889 0 966 4062 2018-07-03T04:32:47Z Nic 2 Redirected page to [[The nonce used to connect to Xero has already been used]] wikitext text/x-wiki #REDIRECT [[The nonce used to connect to Xero has already been used]] 038b0573ba24783aae5dc80a059328fa9ec4fad3 0 967 4063 2018-07-03T04:35:48Z Nic 2 Created page with "== Overview == BudgetLink generates a timestamp to validate all communications sent to Xero. Xero will reject requests deemed suspicious which can occur if the timestamp gen..." wikitext text/x-wiki == Overview == BudgetLink generates a timestamp to validate all communications sent to Xero. Xero will reject requests deemed suspicious which can occur if the timestamp generate is not within a specified range compared to their server clock. If you receive this error, we recommend you check your system date and time and ensure it is correctly setup. If the problem persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 5a6d2c77ebcdc36ba3c2f67d9ab8caad83bfcd57 0 968 4064 2018-07-03T04:37:24Z Nic 2 Redirected page to [[The timestamp used to connect to Xero to sign the request is invalid]] wikitext text/x-wiki #REDIRECT [[The timestamp used to connect to Xero to sign the request is invalid]] c9b566424fc5c6f8e7176ceb32080e1a2c278bb9 0 969 4065 2018-07-03T04:40:43Z Nic 2 Created page with "== Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature method may no longer be supported by Xero. We re..." wikitext text/x-wiki == Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature method may no longer be supported by Xero. We recommend you contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 101650f0bb6b1767af24054a60b7973e51f4663b 0 970 4066 2018-07-03T04:41:24Z Nic 2 Redirected page to [[The signature method used to connect to Xero has been rejected]] wikitext text/x-wiki #REDIRECT [[The signature method used to connect to Xero has been rejected]] 04a526891b71ce0356d8fad82563fb18e0244ee8 0 971 4067 2018-07-03T04:44:15Z Nic 2 Created page with "== Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature generated is invalid. We recommend you contact [..." wikitext text/x-wiki == Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature generated is invalid. We recommend you contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] dac0c9578a13e702a483f3cbb496630e3ee17406 0 972 4068 2018-07-03T04:45:22Z Nic 2 Redirected page to [[The signature used to connect to Xero is invalid]] wikitext text/x-wiki #REDIRECT [[The signature used to connect to Xero is invalid]] 92217d1751bcbe15bcd5fb607da5335106f8d3cd 0 973 4069 2018-07-03T04:48:44Z Nic 2 Created page with "== Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. Prior to 1/07/2018, Xero accepted TLS 1.0 and TLS 1.1 as security protoc..." wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. Prior to 1/07/2018, Xero accepted TLS 1.0 and TLS 1.1 as security protocol. Starting 1/07/2018, Xero now requires TLS 1.2 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. Microsoft provides an update which will assist and resolve the issue. For more information, download the update from [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 9f45c32bf28801011e3727346b35cb34296f990e 4070 4069 2018-07-03T04:49:22Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. From 1/07/2018, Xero now requires TLS 1.2 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. Microsoft provides an update which will assist and resolve the issue. For more information, download the update from [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] aea9db7348ef982bef5c54960459eb1c7f303e95 4087 4070 2018-07-05T00:15:59Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. From 1/07/2018, Xero now requires TLS 1.2 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. Microsoft provides an update which will assist and resolve the issue. For more information, download the update from [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 101aa60ac75bcd3dd4ce975a48b891de32d5a3ec 0 974 4071 2018-07-03T04:49:59Z Nic 2 Redirected page to [[The security protocol used to connect to Xero is no longer supported]] wikitext text/x-wiki #REDIRECT [[The security protocol used to connect to Xero is no longer supported]] d5c647466a2a0169cfd7d77ff72622380e40601c 0 975 4072 2018-07-03T04:51:18Z Nic 2 Created page with "== Overview == An unexpected error occurred connecting to Xero. Contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topic..." wikitext text/x-wiki == Overview == An unexpected error occurred connecting to Xero. Contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] e15e11751cf5ec694dbaf8cd4135aac69128e21d 4086 4072 2018-07-05T00:15:54Z Nic 2 wikitext text/x-wiki == Overview == An unexpected error occurred connecting to Xero. Contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 4bd862ed61276a018cb710a27531c567d6dc34ea 0 976 4073 2018-07-03T04:51:56Z Nic 2 Redirected page to [[An unknown error occurred connecting to Xero]] wikitext text/x-wiki #REDIRECT [[An unknown error occurred connecting to Xero]] 501b9b89f8e6b37b1ae774dac6a2228016604926 0 204 4075 4023 2018-07-04T01:25:06Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 2ddd0614b4b960e17472edb5717d1edb968e8fee 0 977 4076 2018-07-04T01:25:52Z Nic 2 Created page with "BudgetLink v2018.7.1.226 was released on 04/07/2018. == Enhancements == '''Workspaces''' * Enhanced renaming workspace to prompt to also move workspace. '''Xero''' * Enhanc..." wikitext text/x-wiki BudgetLink v2018.7.1.226 was released on 04/07/2018. == Enhancements == '''Workspaces''' * Enhanced renaming workspace to prompt to also move workspace. '''Xero''' * Enhanced Get Data for XERO to provide help button on error messages. * Added prompt to re-authorise for XERO on the first permission denied error. == Related Topics == * [[BudgetLink version archive]] 7399328daca00792b8147201d05119a8f3002ca8 0 542 4079 4033 2018-07-04T05:46:10Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] d6369fbc27bbaf4e1c5fc5d0f2d29e7b908a70db 0 978 4080 2018-07-04T05:49:01Z Nic 2 Created page with "== Overview == If your data file is on a local server, this error typically indicates that the server name has been incorrectly entered. If your data file is in the cloud, t..." wikitext text/x-wiki == Overview == If your data file is on a local server, this error typically indicates that the server name has been incorrectly entered. If your data file is in the cloud, this error typically indicates that your local machine cannot communicate to the MYOB Cloud Server. This could be caused by a number of reasons: * If using a web proxy, we recommend checking to ensure it is correctly configured. == Related Topics == [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] c7beb5f370e06352f8a2292246672aa067df3274 0 979 4081 2018-07-04T05:51:31Z Nic 2 Redirected page to [[The MYOB AccountRight Live server cannot be found]] wikitext text/x-wiki #REDIRECT [[The MYOB AccountRight Live server cannot be found]] 97e2a2484cb5a7e4a9c19f95a3ffd84e5df83a48 0 980 4083 2018-07-05T00:09:22Z Nic 2 Created page with "== Overview == If you do not have any tracking categories already setup in Xero, you will receive this error message when trying to setup which tracking category is used as j..." wikitext text/x-wiki == Overview == If you do not have any tracking categories already setup in Xero, you will receive this error message when trying to setup which tracking category is used as jobs and which is used as category. You will need to first define the tracking categories in Xero. If you do have tracking categories in Xero and receive this error, check that the user account used to connect to Xero can access the tracking categories or user a different account when authorising the connection. If problems persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data problems with Xero]] [[Category:Troubleshooting]] 3ed78b10b0f197ee9ebed103975f6235322984d0 4084 4083 2018-07-05T00:09:38Z Nic 2 wikitext text/x-wiki == Overview == If you do not have any tracking categories already setup in Xero, you will receive this error message when trying to setup which tracking category is used as jobs and which is used as category. You will need to first define the tracking categories in Xero. If you do have tracking categories in Xero and receive this error, check that the user account used to connect to Xero can access the tracking categories or user a different account when authorising the connection. If problems persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 94d7ab230bb007bfb2fecea984e770a36d5773f7 0 981 4085 2018-07-05T00:11:02Z Nic 2 Redirected page to [[No tracking categories exist in Xero]] wikitext text/x-wiki #REDIRECT [[No tracking categories exist in Xero]] 5362ab13e0e8f69da2716f8c904af21e74efbbaf 0 971 4088 4067 2018-07-05T00:16:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature generated is invalid. We recommend you contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 15174312ce044eb4ed46221a6bca5668d158fb12 0 969 4089 4065 2018-07-05T00:16:05Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink digitally signs all messages sent to Xero. If you receive this error, it is because the signature method may no longer be supported by Xero. We recommend you contact [http://accountingaddons.com.au/contact-us Accounting Addons] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] cf0afaafd49fe9139e8fc055d6875d789ba8c8ba 0 967 4090 4063 2018-07-05T00:16:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink generates a timestamp to validate all communications sent to Xero. Xero will reject requests deemed suspicious which can occur if the timestamp generate is not within a specified range compared to their server clock. If you receive this error, we recommend you check your system date and time and ensure it is correctly setup. If the problem persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] d4f92c66119129d3502c468ab2a0ef8b2688d227 0 965 4091 4061 2018-07-05T00:16:10Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink generates a nonce (number used only once) in order to connect to Xero. This random number cannot be used more than once. You should never receive this error, but if you do, try running the get data again. If the problem persists, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 673400efcae5155195d5c6e959d04952135e0a47 0 963 4092 4059 2018-07-05T00:16:13Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink displays this message if the authorisation number used to connect to Xero has expired. The authorisation number is only valid for 30 minutes. At which point, you will need to enter a new authorisation number and cannot used the expired one. To fix this issue, ensure you re-authorise and enter a new authorisation number when prompted. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 167bbb4601dc219d59ee87fef515c50024cf5c3e 0 961 4093 4057 2018-07-05T00:16:15Z Nic 2 wikitext text/x-wiki == Overview == When connecting to Xero, BudgetLink will usually prompt for you to login to Xero to obtain an authorisation number to ensure that it has access to your Xero data. The authorisation number you entered was badly entered and is not correct. We recommend you re-authorise the connection to Xero and enter the number correctly. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] a7167003edd79b24b268debd82722961e6d56cdc 0 959 4094 4055 2018-07-05T00:16:18Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink displays this message when it cannot connect to your Xero data file, or cannot download specific data from Xero. To fix this issue, you will need to check the permissions on the Xero account used when authorising to ensure it has high enough permissions or used a different Xero account. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 728a7ab6c4d37d6e82b8034c01ab163a1dd4b864 0 957 4095 4048 2018-07-05T00:16:20Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses an inbuilt consumer key to connect to Xero. It also provides the option of setting up your own. If you specified your own consumer key, we recommend double checking the consumer key entered. If you are using the inbuilt consumer key, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 324d9c424a16557c09110bc5e3f667ad74454c70 0 549 4096 2600 2018-07-05T23:44:49Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Test using the Auto Upload Test file == If the auto upload does not run correctly as a scheduled task, we recommend you test using the Auto Upload Test file. For more information see [[Test the scheduled task using the Auto Upload Test file]]. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the Auto Upload Scheduled Task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Create user to run the Auto Upload Scheduled Tasks == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. See [[Create user to run the Auto Upload Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] 5da32aabb3409c7a2cef886f537d5068172df425 4098 4096 2018-07-06T00:00:39Z Nic 2 wikitext text/x-wiki == Overview == [[Auto Upload]] is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. Most problems relating to Auto Upload revolve around your windows environment. This article will provide solutions to ensure the Auto Upload process runs smoothly. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Test using the Auto Upload Test file == If the auto upload does not run correctly as a scheduled task, we recommend you test using the Auto Upload Test file. For more information see [[Test the scheduled task using the Auto Upload Test file]]. == Configure the Auto Upload Scheduled Task to terminate after a set number of hours == If the Auto Upload task does not finish (for various reasons), windows will schedule it to run when next required. It is recommended to configure the scheduled task to terminate if it runs longer than it should. For more information, see [[Configure the Auto Upload Scheduled Task to terminate after a set number of hours]]. == Configure required folders for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, see [[Configure required folders for Auto Upload and Scheduled Tasks]]. == Configure DCOM settings for Auto Upload and Scheduled Tasks == In order for newer versions of windows to run excel spreadsheets as a scheduled task, the related DCOM components must be created correctly. For more information, see [[Configure DCOM settings for Auto Upload and Scheduled Tasks]]. == Create user to run the Auto Upload Scheduled Tasks == On some machines, creating a new user with the correct administrative rights is the only way to get the auto upload to work. See [[Create user to run the Auto Upload Scheduled Tasks]]. == Related Topics == * [[Auto Upload]] * [[Troubleshooting]] [[Category:Troubleshooting]] c51158e06ad6f0edcbec1743eab9468db16e7d11 0 555 4097 2053 2018-07-05T23:54:03Z Nic 2 wikitext text/x-wiki == Overview == If the Auto Upload task does not run correctly (for various reasons), you can test it by launching the scheduled task yourself. == Test the Auto Upload Scheduled Task is configured correctly == [[File:AutoUploadTestScheduledTask.png|300px|thumb|right|Test the Auto Upload Scheduled Task is configured correctly]] To test the Auto Upload Scheduled Task is configured correctly, follow these steps. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, find the scheduled task for the Auto Upload process and right-click on it; # Select the '''Run''' item from the menu and see if it launches and runs correctly. === If Excel does not Start === When running the scheduled task, a new Excel process should run in the background, invisible to the user. You can check that it is actually running by opening the ''Windows Task Manager'' and checking for a new Excel.exe process. If you do not see this process, we recommend following the steps in the following article. * [[Configure required folders for Auto Upload and Scheduled Tasks]] * [[Repair office and ensure that all components of Office are installed]] === If Excel Opens but does not run === When running the scheduled task, a new Excel process should run in the background, invisible to the user. You can check that it is actually running by opening the ''Windows Task Manager'' and checking for a new Excel.exe process. If the process is present but CPU usage stays at 0% for a long time, we recommend following the steps in the following article. * [[Configure required folders for Auto Upload and Scheduled Tasks]] * [[Repair office and ensure that all components of Office are installed]] * [[Create user to run the Auto Upload Scheduled Tasks]] * [[Adding a Trusted Location in Microsoft Excel]] * [[Configure DCOM settings for Auto Upload and Scheduled Tasks]] <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 73a241c9cf9a60d3c846111002098db4a3905891 0 982 4099 2018-07-06T03:12:11Z Nic 2 Created page with " == Overview == If you have trouble getting the auto upload to run, we have devised an '''Auto Upload Test.xlsb''' which can be used to confirm that Excel can start and that ..." wikitext text/x-wiki == Overview == If you have trouble getting the auto upload to run, we have devised an '''Auto Upload Test.xlsb''' which can be used to confirm that Excel can start and that Macros can run. The file can be found within the '''\vxxxx.xx.xx.xxx\Products\Debug\''' folder. Simply update the scheduled task to run this file. If everything is working as intended, you should see an '''Excel.exe''' process in the task scheduler and a file named '''Auto Upload Test.txt''' containing today's date and time. == Related Topics == * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] c485d463bee251c2e1d03726b1d14bb396bbd6fc 0 190 4100 4015 2018-07-10T01:13:13Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Downloading BudgetLink|download]] latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] da28df0ec72c7b5d1daed934a821a3dd9347769f 0 111 4101 1386 2018-07-10T01:14:21Z Jeff 1 /* Download Steps */ wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # If you have received an email with the download link then click that to download, else continue with the steps below # Go to [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 305f5b6b08687b942421381fbac0e65d496d0e3f 4102 4101 2018-07-10T01:15:10Z Jeff 1 /* Download Steps */ wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # If you have already received an email with the download link then go to step 5 # Go to [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 30c74485bddf2ab11bfe60337e892d5318e49769 4103 4102 2018-07-10T01:15:25Z Jeff 1 /* Download Steps */ wikitext text/x-wiki == Overview == The BudgetLink installer is a Winzip self extractor file. It is available for download on our server. The location of the file will be emailed to you upon completing the BudgetLink Download Form. == Download Steps == # If you have already received an email with the download link then skip to step 5 # Go to [http://accountingaddons.com.au/budgetlink/download/ Download BudgetLink] # Complete the form and click Submit # An email will be sent to you with link called Install_BudgetLink.exe # Click on the link to start the download. The Install_BudgetLink.exe file will appear at the bottom of your Web Browser Once downloaded, the next step is to [[Installing BudgetLink|install BudgetLink]] == Related Links == * [http://accountingaddons.com.au/support/consulting-and-support-services/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] ccc9c110c8f7b38c32a7639e63df548c130d48af 0 93 4104 3833 2018-07-10T01:16:54Z Jeff 1 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] To install BudgetLink, follow these steps. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 53fcaffa6560225d3c3d136466bc55e88662fc9e 4107 4104 2018-07-10T01:25:57Z Jeff 1 wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. To install BudgetLink, follow these steps. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8c5ef4291e6ba8843f0af0b468338b1e26cf5204 4108 4107 2018-07-10T01:27:03Z Jeff 1 /* How to Install BudgetLink */ wikitext text/x-wiki == Overview == Once you have [[Downloading BudgetLink|downloaded BudgetLink]], you will need to install it. To install BudgetLink, follow these steps. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink| Carefully choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8ef4d339e9ba1afb95e338ff9663f73f999ed07a 4110 4108 2018-07-10T01:29:50Z Jeff 1 wikitext text/x-wiki == Overview == To install BudgetLink, follow these steps. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # [[Downloading BudgetLink|Downloaded BudgetLink]]. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink| Carefully choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] a45ccd06b4cabcc2f3843cfbea5c7c09f34fb455 4114 4110 2018-07-10T01:34:52Z Jeff 1 /* How to Install BudgetLink */ wikitext text/x-wiki == Overview == To install BudgetLink, follow these steps. == How to Install BudgetLink == [[File:InstallBudgetLink.png|300px|thumb|right|Installing BudgetLink]] # [[Downloading BudgetLink|Download BudgetLink]]. # To start the [[BudgetLink Installer]] click '''Install_BudgetLink.exe'''. It may be located at the bottom of your Browser; # Choose Run. The '''Winzip Self Extractor - Install_BudgetLink.exe''' form will appear; # At the Unzip to folder: [[Choose the folder to install BudgetLink| Carefully choose the folder to install BudgetLink]]; # Click Unzip. An unzipped successfully message should appear when done; # Click OK. BudgetLink should now start; # When you start BudgetLink for the first time, you may need to [[Enabling Macros in Microsoft Excel]] in order for BudgetLink to start fully; # BudgetLink will open in a new session in Excel and the [[Menu]] will appear. # Once macros are enabled, you will be prompted to [[Create BudgetLink Shortcut|create a BudgetLink shortcut]]. Click Yes to do so; # The [[Welcome to BudgetLink Form]] will display; # Click [[Getting Started Guide]] and follow the instructions to complete the installation. == Related Topics == * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [[Complete the Setup Wizard]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7ecce9c38c76b823d670d83cc28aed880c78c6af 0 115 4105 2649 2018-07-10T01:17:33Z Jeff 1 wikitext text/x-wiki == Overview == It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path C:\BudetLink v[Version Number] If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink (Version Number). From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number]'. This will assist with identifying the BudgetLink version * If installing [[Multiple BudgetLink Intances]], then we suggest that you ensure that the installation path ends in a folder name with the naming convention 'BudgetLink v[Version Number] -[Instance Name ie Company]'. The Instance Name should help you identify the purpose of the different instance. * If BudgetLink is installed on a network location, you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override the existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 3a311f45fe6724b013ff69d37ae2ab8e516c8877 4106 4105 2018-07-10T01:24:52Z Jeff 1 /* BudgetLink Folder Guidelines */ wikitext text/x-wiki == Overview == It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path C:\BudetLink v[Version Number] If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override an existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 5263f53b684d47de4e16f6ce1cdb1415a7e7bfdd 4109 4106 2018-07-10T01:28:05Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == It is important that you carefully chose the location where you install BudgetLink. You should chose a location to which all users have access. If your not sure then we suggest using the default path for now. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override an existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] d4d1c2985ef16a5cb863b6e2350f8f7bf1dc68bf 4111 4109 2018-07-10T01:31:01Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == It is important that you carefully choose the location where you install BudgetLink. You should choose a location to which all users have access. If your not sure then we suggest using the default path for now. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override an existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[Installing BudgetLink]] 0ea61a28c75c813f644872a90a4e26566d256b28 4112 4111 2018-07-10T01:31:55Z Jeff 1 wikitext text/x-wiki == Overview == It is important that you carefully choose the location where you install BudgetLink. You should choose a location to which all users have access. If your not sure then we suggest using the default path for now. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override an existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[How to Share BudgetLink with Multiple Users]] [[Installing BudgetLink]] 828459dcdb4a27dff042886e9f06e8f938d2c750 4113 4112 2018-07-10T01:32:16Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == It is important that you carefully choose the location where you install BudgetLink. You should choose a location to which all users have access. If your not sure then we suggest using the default path for now. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading, do not change the path to override an existing installation. All the budget data and reports stored in that folder are required during the upgrade process === Related === [[How to Share BudgetLink with Multiple Users]] [[Installing BudgetLink]] 9c9a6d10d665749d9c5d406f6683c4e6763fa43f 0 542 4115 4079 2018-07-11T03:46:19Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 77f5c241d4d85ff0c97c5e9d7fc6dabafb82caf7 0 983 4116 2018-07-11T03:49:38Z Nic 2 Created page with "== Overview == BudgetLink has in-built keys that are registered with MYOB to allow access to your company's data file. If you receive this error, it may be caused by two rea..." wikitext text/x-wiki == Overview == BudgetLink has in-built keys that are registered with MYOB to allow access to your company's data file. If you receive this error, it may be caused by two reasons: * either the MYOB Cloud portal is down or corrupt * or the in-built keys are no valid If you receive this error, we recommend you contact [http://accountingaddons.com.au/contact-us Accounting Addons] for further information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] d1bb44fa376aeefc012667f9a8fd7ce68e0dfbd8 0 984 4117 2018-07-11T03:50:45Z Nic 2 Redirected page to [[Access was denied to BudgetLink]] wikitext text/x-wiki #REDIRECT [[Access was denied to BudgetLink]] 06de7f77e660440309e8d77359ad5892e88ba2e9 0 1 4118 4074 2018-07-12T23:21:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.7.2.227]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version click [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a1a801fc4b98564aad18ea72ec3407c423ee7154 4135 4118 2018-09-03T01:03:20Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.8.3.230]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version click [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 477615d10a164c2b1f25bb77d80a840a03720c43 0 204 4119 4075 2018-07-12T23:21:16Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 260a0f47cf1ede13a7e471c6811158ffc6bd6a3f 4134 4119 2018-09-03T01:03:01Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8874fc548274482e735ca7b38cc3684077611892 0 985 4120 2018-07-12T23:22:12Z Nic 2 Created page with "BudgetLink v2018.7.2.227 was released on 12/07/2018. == Enhancements == '''MYOB AccountRight Live''' * Enhanced Get Data for MYOB AccountRight Live to initally try the last ..." wikitext text/x-wiki BudgetLink v2018.7.2.227 was released on 12/07/2018. == Enhancements == '''MYOB AccountRight Live''' * Enhanced Get Data for MYOB AccountRight Live to initally try the last known cloud server when connecting. * Enhanced Get Data for MYOB AccountRight Live to have algorithm to run month-by-month or year-by-year. '''Miscellaneous''' * Enhanced get data to always created linked tables from scratch rather than relinking. == Related Topics == * [[BudgetLink version archive]] 8f008fbad224456042eb79185da7c0a7da00228b 0 882 4121 3692 2018-07-27T23:01:06Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the [[Manually testing a connection to MYOB AccountRight Live|manual test connection]] * If you have the PC Edition installed, then installed the Server Edition of MYOB * If you have the Server Edition then install/re-install the API * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. c4f6ffffe864f5f947103b30185c2147a26cb519 4122 4121 2018-07-27T23:02:16Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the [[Manually testing a connection to MYOB AccountRight Live|manual test connection]]. If it fails then go to point 2 * If you have the PC Edition installed, then installed the Server Edition of MYOB. The server edition can handle multiple versions of the API better than the PC edition * If you have the Server Edition then install/re-install the API * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. 7c75f07d890337d3ba3e3c2f7bb1b3cc08207035 4123 4122 2018-07-27T23:03:09Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the [[Manually testing a connection to MYOB AccountRight Live|manual test connection]]. If it fails then go to point 2 * If you have the PC Edition installed, then installed the Server Edition of MYOB. The server edition can handle multiple versions of the API better than the PC edition * If you have the Server Edition then [[Installing the MYOB AccountRight Live API|install/re-install the MYOB API]] * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. a0f2bb5896b598a10faaf90ae088c24a34eed256 4124 4123 2018-07-27T23:06:50Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the [[Manually testing a connection to MYOB AccountRight Live|manual test connection]]. If it fails then go to point 2 * If you have the [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation|PC Edition installed]], then installed the Server Edition of MYOB. The server edition can handle multiple versions of the API better than the PC edition. * If you have the Server Edition then [[Installing the MYOB AccountRight Live API|install/re-install the MYOB API]] * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. f2048a6fd12685c0efb5211af0f01bf3dd62cbbe 0 88 4125 3745 2018-08-09T00:06:22Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can work out this out by tracking the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instrucction. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 594d89e672d95b1da2e88da6e706f560b1647234 4126 4125 2018-08-09T00:10:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can work out this out by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instrucction. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 972ed6e2e5eb8166dae542c8a12b395efee6dc4b 4127 4126 2018-08-09T23:05:12Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instrucction. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] 841de50210e6db51b28e7b4605d644e2bf23e809 4128 4127 2018-08-09T23:08:42Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instrucction. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 4697207e3039d6590eccb42964390e9e10ecdf57 4132 4128 2018-08-13T03:28:25Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] eef6534aedc64d331a5692675ffcee6294e6aa82 0 774 4129 4078 2018-08-09T23:09:14Z Jeff 1 wikitext text/x-wiki == Overview == This support note explains how to go about sharing BudgetLink with multiple users == How to Share == Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] 3cee2a7ccd7da09c945eb3af8be5cc2dcebb6a5f 4130 4129 2018-08-09T23:09:56Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == This support note explains how to go about sharing BudgetLink with multiple users == How to Share == Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] aa2efedfd61a4e1af4f3ece45f80957ff897423a 4131 4130 2018-08-09T23:10:07Z Jeff 1 /* Related */ wikitext text/x-wiki == Overview == This support note explains how to go about sharing BudgetLink with multiple users == How to Share == Sharing is only enabled for the Standard Edition or above BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again in order to share it To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 609941975736f406fd407dd547e81b98e578fd5c 0 598 4133 4044 2018-08-23T01:09:03Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:LicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ae886d25360c6c35acdb4e4bb0cac959dc0eab07 0 986 4136 2018-09-03T01:04:38Z Nic 2 Created page with "BudgetLink v2018.8.3.230 was released on 29/08/2018. == Enhancements == '''New Features''' * Enhanced to support multiple data files with different financial years. '''Xero..." wikitext text/x-wiki BudgetLink v2018.8.3.230 was released on 29/08/2018. == Enhancements == '''New Features''' * Enhanced to support multiple data files with different financial years. '''Xero''' * Fixed issue with Xero and archiving XERO_Accounts table. '''Miscellaneous''' * Enhanced licensing to allow 5 data files for standard editions. * Enhanced cash version to include additional fields. * Enhanced get data dialogue that selects the data files to be processed to be resizable. * Fixed issue with trial balance to balance with MYOB for account headers and account hierarchies. == Related Topics == * [[BudgetLink version archive]] 269be2506d8412a7ccec868d47583229e7c853f6 0 47 4137 2056 2018-09-03T03:42:04Z Nic 2 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == We recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 994fdf27a1f42df99cf73181fe0f95a47000bad1 0 550 4138 2043 2018-09-03T03:46:50Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. == Test the Auto Upload can be run manually == [[File:AutoUploadFile.png|300px|thumb|right|The Auto Upload.xls file within the system folder of BudgetLink]] To test the Auto Upload can be run manually, follow these steps. # Ensure that BudgetLink is closed; # Locate the '''AddonsLink.GetData.exe''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 2d6d30039ecad38397a5d48be9617d94af9310be 4139 4138 2018-09-03T03:48:47Z Nic 2 /* Test the Auto Upload can be run manually */ wikitext text/x-wiki == Overview == BudgetLink requires the Auto Upload function to be switched on before this process will work. Once switched on, we recommend you test out that it is configured correctly and can run. == Test the Auto Upload can be run manually == [[File:AutoUploadFile.png|300px|thumb|right|The AddonsLink.GetData.exe file within the system folder of BudgetLink]] To test the Auto Upload can be run manually, follow these steps. # Ensure that BudgetLink is closed; # Locate the '''AddonsLink.GetData.exe''' file in the BudgetLink '''System''' folder and double click to open; # BudgetLink will then open, start the Get Data process and then close when the Get Data process is complete. <br clear=all /> == Related Topics == * [[Auto Upload]] * [[Troubleshooting Auto Upload Problems]] [[Category:Troubleshooting]] 745fa4f95a15a0888189bc83a91288e3a7b4921c 6 46 4140 91 2018-09-03T03:54:04Z Nic 2 Nic uploaded a new version of &quot;[[File:AutoUploadFile.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 4141 4135 2018-09-06T05:36:48Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.9.1.232]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version click [[Upgrading BudgetLink|upgrade]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2fde7a8c91ef015dd7f4bd4d90ef416c8a59d401 4162 4141 2018-09-25T01:10:42Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.9.1.232]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see[[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 6449e9b45ef88b6113df4a0f1ad1f8ff7df796d8 4163 4162 2018-09-25T01:14:27Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.9.2.233]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d54b7f91913b84ee30cd9168654378d920d3d551 0 204 4142 4134 2018-09-06T05:37:25Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 5f8ac977165ef52b3f11e95c6fd750c849202cf2 4164 4142 2018-09-25T01:15:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f446d6abdfd8da25a8a264b7ff913a69aca58304 0 987 4143 2018-09-06T05:38:58Z Nic 2 Created page with "BudgetLink v2018.9.1.232 was released on 06/09/2018. == Enhancements == '''MYOB AccountRight Classic''' * Fixed issues with 13th periods for MYOB Classic. '''Miscellaneous'..." wikitext text/x-wiki BudgetLink v2018.9.1.232 was released on 06/09/2018. == Enhancements == '''MYOB AccountRight Classic''' * Fixed issues with 13th periods for MYOB Classic. '''Miscellaneous''' * Added a ribbon to the software. == Related Topics == * [[BudgetLink version archive]] 798401f815441e34ddcb8a2220eb283a940731fc 0 988 4144 2018-09-07T03:14:06Z Nic 2 Created page with "== Overview == A data file represents the settings used to connect to the data within your accounting package. == Related Topics == * [[Managing Data Files]] * [[Adding a d..." wikitext text/x-wiki == Overview == A data file represents the settings used to connect to the data within your accounting package. == Related Topics == * [[Managing Data Files]] * [[Adding a data file connection]] * [[Editing a data file connection]] * [[Removing a data file connection]] 2a796c15d331ab483928a5fa9a8d7f4913ae3755 4147 4144 2018-09-07T03:39:04Z Nic 2 wikitext text/x-wiki == Overview == A data file represents the settings used to connect to the data within your accounting package. '''BudgetLink Free Edition''' can consolidate 2 data files but they must be of the same accounting product. '''BudgetLink Standard Edition''' can consolidate 5 data files but they must be of the same accounting product. '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition''' can consolidate any number of data files of any accounting product. == Related Topics == * [[Managing Data Files]] * [[Adding a data file connection]] * [[Editing a data file connection]] * [[Removing a data file connection]] 39796571f68a8cb8508720f75dfa56cc002a5b0f 0 989 4145 2018-09-07T03:14:51Z Nic 2 Redirected page to [[Data Files]] wikitext text/x-wiki #REDIRECT [[Data Files]] b619a0b65d6f3a94deca7ef1a3b2608df87a26d8 0 928 4146 3989 2018-09-07T03:36:26Z Nic 2 wikitext text/x-wiki == Overview == Workspaces allow you to create and manage separate environments or instances within the one installation of BudgetLink. It is used primarily by consultants, accountants and managers to work on different sets of client files or groups of companies at a time. A single workspace can be configured to connect to one or more [[Companies|data file or company]]. If more than one data file or company is configured, they will be consolidated within the one Workspace. Alternatively, if you do not want to consolidate the data files, you can create multiple workspaces to ensure they remain distinct and separate. Most options that can be configured such as [[Companies|data files]], [[Account Hierarchies|account hierarchies]], [[Account Sets|account sets]], etc. all belong to a single workspace. '''BudgetLink Free Edition''' and '''BudgetLink Standard Edition''' only allows a single workspace. '''BudgetLink Pro Edition''' allows for 5 workspaces. '''BudgetLink Ultimate Edition''' allows for any number of workspaces. == How To Guides == * [[Adding a workspace]] * [[Editing a workspace]] * [[Removing a workspace]] * [[Choosing the workspace with which to work]] * [[Duplicating and dividing existing workspaces]] == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 6892dbb8de3609d176e17c7c9f4fd802b49574cc 0 990 4148 2018-09-12T03:26:38Z Nic 2 Redirected page to [[Xero's maximum calls per minute has been reached]] wikitext text/x-wiki #REDIRECT [[Xero's maximum calls per minute has been reached]] 135a9f203e756b077c466a91b3ffdb93ab5c66df 0 991 4149 2018-09-12T03:27:05Z Nic 2 Redirected page to [[Xero's maximum calls per day has been reached]] wikitext text/x-wiki #REDIRECT [[Xero's maximum calls per day has been reached]] 131c4ad62b39f4460e81d9ef0eb756478b09a0c4 0 992 4150 2018-09-12T03:29:28Z Nic 2 Created page with "== Overview == Xero is configured to only accept 60 calls per 60 seconds. It will start rejecting calls if it receives more than this number. Should this happen, BudgetLink..." wikitext text/x-wiki == Overview == Xero is configured to only accept 60 calls per 60 seconds. It will start rejecting calls if it receives more than this number. Should this happen, BudgetLink is configured to slow down so as not be too taxing on Xero. In some situation, this slowing down will not help. In such situation, the Get Data will fail and you will receive a message. We recommend you wait 5 minutes and attempt to run the Get Data again. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] d79ee461b22d350bf493b4a681fa4562e4d75535 0 993 4151 2018-09-12T03:30:52Z Nic 2 Created page with "== Overview == Xero is configured to only accept 5000 calls per day. It will start rejecting all calls if it receives more than this number. BudgetLink is optimised to send..." wikitext text/x-wiki == Overview == Xero is configured to only accept 5000 calls per day. It will start rejecting all calls if it receives more than this number. BudgetLink is optimised to send the fewest calls possible. In some rare situation (especially if multiple get data are run), this limit could be reached. In such situation, the Get Data will fail and you will receive a message. We recommend you wait 24 hours and attempt to run the get data again. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 96a035a7cbfae006bd8a8a1e6feb29d28a6588d1 0 956 4152 4082 2018-09-12T03:32:34Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] fbd80aa47502691dbe22921042bc64e3c0ee746d 0 88 4153 4132 2018-09-12T22:57:03Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder from teh new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink on a separate machine, you can move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] c2ffcdcbdb61ba1f6842e1515f2cccd54d8e600c 4154 4153 2018-09-12T23:00:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder from teh new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink to be shared with an additional user then move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 1b4649fdf04139baf932513841adc78e01f595ee 0 70 4155 3178 2018-09-24T05:47:43Z Nic 2 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. * [[BudgetLink opens but doesn't start]] * [[BudgetLink starts but shows a compile error message]] * [[BudgetLink starts but complain about the version of Microsoft Excel]] * [[BudgetLink starts but complains about files being read-only]] * [[BudgetLink starts but complains about read or write permissions ]] * [[BudgetLink starts but complains about the installer path being too long]] * [[BudgetLink starts but complains about being installed on a network location]] * [[BudgetLink starts but complains about running on a terminal server]] * [[BudgetLink starts but complains about running from within Dropbox]] * [[BudgetLink ribbon fails to load]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 568d714c1f7197f7cee7f06c4d171c6650997cdc 4168 4155 2018-10-04T03:11:06Z Nic 2 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. * [[BudgetLink opens but doesn't start]] * [[BudgetLink starts but shows error occurred during load]] * [[BudgetLink starts but shows a compile error message]] * [[BudgetLink starts but complain about the version of Microsoft Excel]] * [[BudgetLink starts but complains about files being read-only]] * [[BudgetLink starts but complains about read or write permissions ]] * [[BudgetLink starts but complains about the installer path being too long]] * [[BudgetLink starts but complains about being installed on a network location]] * [[BudgetLink starts but complains about running on a terminal server]] * [[BudgetLink starts but complains about running from within Dropbox]] * [[BudgetLink ribbon fails to load]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] fc7a1603b10a77039caf5b6d7548d83d0fc28166 0 994 4156 2018-09-24T05:52:52Z Nic 2 Created page with "== Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runt..." wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runtime == Installing the latest version of the Visual Studio Runtime for office may resolve the issue. You can download it from the following link. * [Visual Studio Runtime | https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting Guides]] d49fbf1b30d6f8c2c70ed80bd2bb95220c23a3b9 4157 4156 2018-09-24T05:53:09Z Nic 2 wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runtime == Installing the latest version of the Visual Studio Runtime for office may resolve the issue. You can download it from the following link. * [https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting Guides]] e8d97f5c1e666be559e506e61b13e13cc949caf2 4158 4157 2018-09-24T05:53:28Z Nic 2 wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runtime == Installing the latest version of the Visual Studio Runtime for office may resolve the issue. You can download it from the following link. * [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting Guides]] 38dac35501c73c06ddbee812dd1add84e29d779e 4159 4158 2018-09-24T05:53:48Z Nic 2 wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runtime == Installing the latest version of the Visual Studio Runtime for office may resolve the issue. You can download it from the following link. * [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] b8de05cd6975da9e8971488bc49ce687091027c8 4160 4159 2018-09-24T05:54:05Z Nic 2 wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Runtime == Installing the latest version of the Visual Studio Runtime for office may resolve the issue. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] c04f06ab55cca97631e17da367ec51b9ecbe03d2 4161 4160 2018-09-24T05:54:52Z Nic 2 wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Tools for Office Runtime == Installing the latest version of the Visual Studio Tools for Office Runtime may resolve the issue. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 49d5fe0ae17e59d9637ab0be458d16ccdd9e1685 0 995 4165 2018-09-25T01:18:01Z Nic 2 Created page with "BudgetLink v2018.9.2.233 was released on 24/09/2018. == Enhancements == '''Reports''' * Updated Balance Sheet Report to include ability to choose Movement or Balance values...." wikitext text/x-wiki BudgetLink v2018.9.2.233 was released on 24/09/2018. == Enhancements == '''Reports''' * Updated Balance Sheet Report to include ability to choose Movement or Balance values. * Enhanced the Cash Flow Report to include forecast columns. * Updated Budget Analysis Report to include Last Month Comparison. * Enhanced BudgetLink Job Reports to show jobs which have values at detail level, but which total to 0. '''Xero''' * Enhance get data error message for xero when limit exceeded. '''Licensing''' * Only allow consolidating different account systems in pro or ultimate. '''Miscellaneous''' * Fixed issue with balance sheet function to correctly support period ranges. * Added shortcut to the ribbon. * Enhanced ribbon to include quick access toolbar. * Enhanced refresh on enter to prompt only when settings need to default or settings have changed in two reports. * Enhanced the get data process to handle new tables by storing the last get data details for each table. * Resolved issue with ribbon and MYOB v19 not releasing lock files correctly. * Fixed issue with upgrade process and 64-bit compatibility. == Related Topics == * [[BudgetLink version archive]] 1a00ba5456ac00bfd6375015a7249539f094d7d5 0 878 4166 3666 2018-09-26T03:16:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. In order to setup a private application in Xero, you will need to create an X509 certificate. We recommend using OpenSSL. == Requirements == ''OpenSSL for Windows'' can be downloaded from the following website [http://slproweb.com/products/Win32OpenSSL.html http://slproweb.com/products/Win32OpenSSL.html]. Simply go to the website, scroll to the table and download the latest version matching your 32-bit or 64-bit operating system. You can find out more about OpenSSL from the following website [http://https://www.openssl.org https://www.openssl.org]. == How to create an X509 certificate using OpenSSL == To create an X509 certificate using OpenSSL, follow these steps. ''Note that for all the instructions you will need to enter your organisation name where you see '''<organisation name>'''.'' # Open the command line application using '''<Windows Key>+<R Key>''' on your keyboard and running the '''CMD''' command; # Go to the OpenSSL bin folder using either of these command lines; #:: '''CD C:\OpenSSL-Win32\bin\''' #:: '''CD C:\OpenSSL-Win64\bin\''' #Ensure the OPENSSL_CONF environment variable is set using either of these command lines; #:: ''''SET OPENSSL_CONF=c:\OpenSSL-Win32\bin\openssl.cfg''' #:: ''''SET OPENSSL_CONF=c:\OpenSSL-Win64\bin\openssl.cfg''' # Create a 1024 bit private key using the following command line; #:: '''openssl genrsa -out ''<organisation name>''.pem 1024''' # Create the X509 certificate using the following command line; #:: '''openssl req -new -x509 -key ''<organisation name>''.pem -out ''<organisation name>''.cer -days 1825''' #:: ''When running this command line, you will be prompted for additional inputs such as country, state, locality, etc.'' #:: ''Organizational Unit, Command Name can be left blank.'' You now have a '''Private Key PEM''' file and a public '''X509 Certificate''' required to create the private application in Xero. We recommend you backup both files. Also note that the X509 Certificate will only be valid for 1825 days (5 years) and will need to be replaced eventually. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] * [https://developer.xero.com/documentation/api-guides/create-publicprivate-key https://developer.xero.com/documentation/api-guides/create-publicprivate-key] b2a927fff092e2c591781efe8c2e62319a59e15e 4167 4166 2018-09-26T03:16:52Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. In order to setup a private application in Xero, you will need to create an X509 certificate. We recommend using OpenSSL. == Requirements == ''OpenSSL for Windows'' can be downloaded from the following website [http://slproweb.com/products/Win32OpenSSL.html http://slproweb.com/products/Win32OpenSSL.html]. Simply go to the website, scroll to the table and download the latest version matching your 32-bit or 64-bit operating system. You can find out more about OpenSSL from the following website [http://https://www.openssl.org https://www.openssl.org]. == How to create an X509 certificate using OpenSSL == To create an X509 certificate using OpenSSL, follow these steps. ''Note that for all the instructions you will need to enter your organisation name where you see '''<organisation name>'''.'' # Open the command line application using '''<Windows Key>+<R Key>''' on your keyboard and running the '''CMD''' command; # Go to the OpenSSL bin folder using either of these command lines; #:: '''CD C:\OpenSSL-Win32\bin\''' #:: '''CD C:\OpenSSL-Win64\bin\''' #Ensure the OPENSSL_CONF environment variable is set using either of these command lines; #:: '''SET OPENSSL_CONF=c:\OpenSSL-Win32\bin\openssl.cfg''' #:: '''SET OPENSSL_CONF=c:\OpenSSL-Win64\bin\openssl.cfg''' # Create a 1024 bit private key using the following command line; #:: '''openssl genrsa -out ''<organisation name>''.pem 1024''' # Create the X509 certificate using the following command line; #:: '''openssl req -new -x509 -key ''<organisation name>''.pem -out ''<organisation name>''.cer -days 1825''' #:: ''When running this command line, you will be prompted for additional inputs such as country, state, locality, etc.'' #:: ''Organizational Unit, Command Name can be left blank.'' You now have a '''Private Key PEM''' file and a public '''X509 Certificate''' required to create the private application in Xero. We recommend you backup both files. Also note that the X509 Certificate will only be valid for 1825 days (5 years) and will need to be replaced eventually. == Related Topics == * [[Connecting BudgetLink to Xero using a private certificate]] * [https://developer.xero.com/documentation/api-guides/create-publicprivate-key https://developer.xero.com/documentation/api-guides/create-publicprivate-key] 047fde6d06686fadfebcdfc367dadf865f39e568 0 996 4169 2018-10-04T03:15:43Z Nic 2 Created page with "== Overview == [[File:StartupErrorsLoad1.png|300px|thumb|right|Start-Up error]] [[File:StartupErrorsLoad2.png|300px|thumb|right|Start-Up error]] If BudgetLink starts but sho..." wikitext text/x-wiki == Overview == [[File:StartupErrorsLoad1.png|300px|thumb|right|Start-Up error]] [[File:StartupErrorsLoad2.png|300px|thumb|right|Start-Up error]] If BudgetLink starts but shows that errors occurred during load, it may be caused by running the BudgetLink.exe in compatibility mode. == Removing Compatibility Mode == Windows includes a mode that allows software to run in different compatibility mode, if you see messages showing that errors occurred during load, follow these steps. # Go to the folder where BudgetLink is installed; # Right-click on the BudgetLink.exe file and select properties; # Go to the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Click '''OK''' to save the changes. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] <br clear=all /> 98fd027e033aed3c94ac91eff1ab6ad9c85f23fa 4172 4169 2018-10-04T03:19:16Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupErrorsLoad1.png|300px|thumb|right|Start-Up error]] [[File:StartupErrorsLoad2.png|300px|thumb|right|Start-Up error]] If BudgetLink starts but shows that errors occurred during load, it may be caused by running the BudgetLink.exe in compatibility mode. == Removing Compatibility Mode == Windows includes a mode that allows software to run in different compatibility mode, if you see messages showing that errors occurred during load, follow these steps. # Go to the folder where BudgetLink is installed; # Right-click on the BudgetLink.exe file and select properties; # Go to the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Click '''OK''' to save the changes. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 37cb5350c4514c1cdc2f9ad0e1b816187f3ed8b8 4173 4172 2018-10-04T03:19:25Z Nic 2 wikitext text/x-wiki [[File:StartupErrorsLoad1.png|300px|thumb|right|Start-Up error]] [[File:StartupErrorsLoad2.png|300px|thumb|right|Start-Up error]] == Overview == If BudgetLink starts but shows that errors occurred during load, it may be caused by running the BudgetLink.exe in compatibility mode. == Removing Compatibility Mode == Windows includes a mode that allows software to run in different compatibility mode, if you see messages showing that errors occurred during load, follow these steps. # Go to the folder where BudgetLink is installed; # Right-click on the BudgetLink.exe file and select properties; # Go to the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Click '''OK''' to save the changes. == Related Topics == * [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] c8c5449415ffa689e9e4fcfb0258a75d8a1db83b 6 997 4170 2018-10-04T03:18:50Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 998 4171 2018-10-04T03:18:55Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 4174 3986 2018-10-11T08:24:44Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] a5de73034196824f8730742369e33d51c39bac46 4189 4174 2018-10-11T08:58:09Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] b3160633cb83738f7279fc56ae5ff88830dfa9fb 4190 4189 2018-10-11T08:58:46Z Jeff 1 /* Reports */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job]] * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] 874569084d80c607eda20f732db7f4092f199a7e 4192 4190 2018-10-11T09:00:17Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How enable cash based actual data]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] b3160633cb83738f7279fc56ae5ff88830dfa9fb 0 1000 4177 2018-10-11T08:40:46Z Jeff 1 C wikitext text/x-wiki Job Budgets can either be: Captured into Budgetlink via the [[Budget Entry Screen]] or pulled automatically into the [[MYOB Job Budgets]] version or Setup as a Data Source in an Excel Workbook f2407530d62bf9fe8d60b1f494e01bc68ee57cb2 4178 4177 2018-10-11T08:41:18Z Jeff 1 wikitext text/x-wiki Job Budgets can either be: captured into Budgetlink via the [[Budget Entry Screen]] or pulled automatically into the [[MYOB Job Budgets]] version or Setup as a Data Source in an Excel Workbook 7da950a417e5f59d58b1864f9aef7073f3dcd54a 4179 4178 2018-10-11T08:41:55Z Jeff 1 wikitext text/x-wiki * Job Budgets can either be: ** captured into Budgetlink via the [[Budget Entry Screen]] ** or pulled automatically into the [[MYOB Job Budgets]] version ** or Setup as a Data Source in an Excel Workbook 5360b6edc1a4e89fcd9739381c9e14d109fa5076 4182 4179 2018-10-11T08:51:14Z Jeff 1 wikitext text/x-wiki * Job [[Budgets]] can either be: ** captured into Budgetlink via the [[Budget Entry Screen]] ** or pulled automatically into the MYOB Job Budgets version ** or Setup as a Data Source in an Excel Workbook 802470affbd2ac752cbfdeb8488aaef55b1d455a 4183 4182 2018-10-11T08:52:30Z Jeff 1 wikitext text/x-wiki * Job [[Budgets]] can either be: ** [[Entering Budgets|entered into BudgetLink]] ** or pulled automatically into the MYOB Job Budgets version ** or Setup as a Data Source in an Excel Workbook b359ebdc65d60483ce5f1e8a0aae792c2e211c92 4184 4183 2018-10-11T08:53:32Z Jeff 1 wikitext text/x-wiki * Job [[Budgets]] can either be: ** [[Entering Budgets|entered into BudgetLink]] ** or pulled into the MYOB Job Budgets version daf112bb707dfd7b00057d6ef7a34eb8dd5fded5 0 1001 4191 2018-10-11T08:59:19Z Jeff 1 Created page with "# From the [[Menu|BudgetLink Menu]] open the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] ## Select the Job filter and choose the Job ## Select th..." wikitext text/x-wiki # From the [[Menu|BudgetLink Menu]] open the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report showing actual vs budget for the select job, year and month 5bd8ec7bbb0bbd467f51ad67405473632004f2ca 0 1002 4193 2018-10-12T03:39:17Z Nic 2 Redirected page to [[Internal exception occurred in the MYOB AccountRight API]] wikitext text/x-wiki #REDIRECT [[Internal exception occurred in the MYOB AccountRight API]] df683286971e081b696a855ebea2e99cad00ce32 0 1003 4194 2018-10-12T03:41:16Z Nic 2 Created page with "== Overview == This error occurs when an internal programming error occurs in the MYOB AccountRight API while it attempts to retrieve or record data. For this type of error,..." wikitext text/x-wiki == Overview == This error occurs when an internal programming error occurs in the MYOB AccountRight API while it attempts to retrieve or record data. For this type of error, we recommend you contact MYOB and provide them with the URL displayed in the error message for them to investigate the issue further. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 8fefb59d6e440db649fab2401810734a22790ea1 0 542 4195 4115 2018-10-12T03:41:38Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 43eb4932132a9f01cb039bbfd3aa1bd03960efea 0 542 4196 4195 2018-10-15T00:33:45Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 21c7104bec32c9fdb2b46dea65ff8095b3d56f7e 4205 4196 2018-10-15T02:20:40Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 3a9e21d0977b743fb2140a9a8a03ced36010ea8e 0 1004 4197 2018-10-15T01:04:35Z Nic 2 Created page with "== Overview == This error occurs when the data received form your MYOB AccountRight Live file is badly formed. Possible cause include: * unusual or illegal characters in you..." wikitext text/x-wiki == Overview == This error occurs when the data received form your MYOB AccountRight Live file is badly formed. Possible cause include: * unusual or illegal characters in your data; * MYOB AccountRight API problems. We recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons] to assist. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Catebory:Troubleshooting]] d47cbe38628f0dae4d95cb01ebf403580a45f1c0 4198 4197 2018-10-15T01:04:49Z Nic 2 wikitext text/x-wiki == Overview == This error occurs when the data received form your MYOB AccountRight Live file is badly formed. Possible cause include: * unusual or illegal characters in your data; * MYOB AccountRight API problems. We recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons] to assist. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] f0061c93b069bf8b43d1cef5154615d497b881dd 4204 4198 2018-10-15T02:19:54Z Nic 2 Nic moved page [[The data received from the MYOB AccountRight Live was badly formed and could not be parsed]] to [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] without leaving a redirect wikitext text/x-wiki == Overview == This error occurs when the data received form your MYOB AccountRight Live file is badly formed. Possible cause include: * unusual or illegal characters in your data; * MYOB AccountRight API problems. We recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons] to assist. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] f0061c93b069bf8b43d1cef5154615d497b881dd 0 1005 4199 2018-10-15T02:12:53Z Nic 2 Redirected page to [[The data received from the MYOB AccountRight Live was badly formed and could not be parsed]] wikitext text/x-wiki #REDIRECT [[The data received from the MYOB AccountRight Live was badly formed and could not be parsed]] 34b5a428a0258e7398dbfad988f5745c34381478 4206 4199 2018-10-15T02:20:46Z Nic 2 Redirected page to [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] wikitext text/x-wiki #REDIRECT [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] 80ecf363b29067bfbb546b718b64fda79a8adf96 0 956 4200 4152 2018-10-15T02:15:36Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[The data received from the XERO API was badly formed and could not be parsed]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 15708c9c7063cb9fc69ecbab787020ec6918563b 4201 4200 2018-10-15T02:16:16Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[The data received from the Xero API was badly formed and could not be parsed]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 36fc68a8bee6f02975b58de1be244b6248a158a8 0 1006 4202 2018-10-15T02:16:55Z Nic 2 Created page with "== Overview == This error occurs when the data received form your XERO data file is badly formed. Possible cause include: * unusual or illegal characters in your data; * Xer..." wikitext text/x-wiki == Overview == This error occurs when the data received form your XERO data file is badly formed. Possible cause include: * unusual or illegal characters in your data; * Xero API problems. We recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons] to assist. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 50565a087e36fb737b08d5ef1b697bb159640422 0 1007 4203 2018-10-15T02:17:56Z Nic 2 Redirected page to [[The data received from the Xero API was badly formed and could not be parsed]] wikitext text/x-wiki #REDIRECT [[The data received from the Xero API was badly formed and could not be parsed]] 71937dfeb1af3398c9a5166c36bfe41231917920 0 196 4207 3588 2018-10-15T04:42:38Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic]] * [[MYOB AccountRight Live]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == [[How to consolidate multiple data files together]] BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. For more information, see [[How to consolidate multiple data files together]]. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] e01dd059abb9fb2e721d999ecd8a98e7f5faa88b 4208 4207 2018-10-15T04:43:26Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink can report against multiple data files from various accounting products. The following accounting products. * [[MYOB AccountRight Classic]] * [[MYOB AccountRight Live]] * [[MYOB AccountEdge]] (MAC) * [[MYOB Exo]] * [[Acclivity AccountEdge]] * [[QuickBooks]] * [[Xero]] BudgetLink also provides more advanced functionality. Consult the how to guides for more information. == How To Guides == [[How to add an additional data file]] [[How to consolidate multiple data files together]] BudgetLink can consolidate multiple data files together. In order to do so, an [[Account Hierarchies|account hierarchy]] used for consolidation purposes is created. Your data files chart of accounts can then be mapped to this account hierarchy. == Related Topics == * [[Account Hierarchies]] * [[Company Groups]] 4e612f5331a7fdbf071d2bba478328935b809656 0 118 4209 3860 2018-10-15T04:45:41Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] To change how BudgetLink connects to your data file, follow these steps. # [[Open the Manage Data Files Dialog]] # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 0db084f8d9a661984ad8d7f6db9718ec2564f185 4211 4209 2018-10-15T04:46:14Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # [[Open the Manage Data Files Dialog]] # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] 08320fff2a82e19809b2ca31b9f887d755d5135b 4240 4211 2018-10-18T04:40:09Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # [[Open the Manage Data Files Dialog]] # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Re-browse for your MYOB AccountRight Live data file]] b00f52171fd26a66fb1644ec543ef973f3ea22d0 4241 4240 2018-10-18T04:40:50Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # [[Open the Manage Data Files Dialog]] # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Re-browse for your MYOB AccountRight Live data file]] * [[Re-connecting to MYOB AccountRight Live after changing the data file name]] b0fc54d638be88b670cd3b4f6c21f54aa4c75614 0 1008 4210 2018-10-15T04:45:50Z Jeff 1 Created page with "#Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''..." wikitext text/x-wiki #Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display 4b9dbebf26a171874aff7b4838eb2eb3406fcc7d 4212 4210 2018-10-15T04:46:28Z Jeff 1 wikitext text/x-wiki [[File:ManageDataFiles.png|300px|thumb|right|Manage Data Files Dialogue]] #Start BudgetLink; # Cancel or close any warning messages or prompts displayed at start-up; # From the Menu, go to the '''30. Settings''' workbook and click on '''Data Files''' # Click the '''Manage Data Files''' button; The Manage Data Files dialog will display 6f3b337b65cb65a096abeeb9c4c5b69f823f5a32 0 1009 4213 2018-10-15T04:47:14Z Jeff 1 Created page with "# [[Open the Manage Data Files Dialog]] # Click the '''Add button'''" wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add button''' a4a73cfc4123e6bf4f85e02b8273c03a8dcde594 4214 4213 2018-10-15T04:49:43Z Jeff 1 wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # [[How to connect BudgetLink to your datafile|Complete the Data file setup form]] 21e0a65f5219bde7aa69a062a9861fe2cdf7748d 4215 4214 2018-10-15T04:50:06Z Jeff 1 wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # [[Changing how BudgetLink connects to your data file|Complete the Data file setup form]] 30c2a85a4684372f2dc3ef7254ec5a53ab470374 4216 4215 2018-10-15T04:53:26Z Jeff 1 wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # Complete the Data file setup form. # Choose the option below for more instructions related to your data file * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] # Click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. 1f85067407a85edac399767a93a3f8f59a631b9e 4217 4216 2018-10-15T04:54:02Z Jeff 1 wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # Complete the Data file setup form. # Choose the option below for more instructions related to your data file [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] [[Connecting BudgetLink to MYOB AccountRight 19]] [[Connecting BudgetLink to MYOB AccountEdge]] [[Connecting BudgetLink to QuickBooks]] [[Connecting BudgetLink to Xero]] # Click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. dcab868420d58b130f0a9252b1b6224bebc90acc 4218 4217 2018-10-15T04:55:02Z Jeff 1 wikitext text/x-wiki # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # Complete the Data file setup form. # Choose the option below for more instructions related to your data file ##[[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] ##[[Connecting BudgetLink to MYOB AccountRight 19]] ##[[Connecting BudgetLink to Xero]] ##[[Connecting BudgetLink to MYOB AccountEdge]] ##[[Connecting BudgetLink to QuickBooks]] # Click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. ec0a6bc411e1f3b587e6f8f17e9ca9e14ab2b2ad 0 1001 4219 4191 2018-10-15T23:15:53Z Jeff 1 wikitext text/x-wiki # [[Entering Budgets]] by year and month # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # The prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] bba232a87d8d9a2f9ae9c9817cdfc22aa9e0fe11 4220 4219 2018-10-15T23:18:17Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Capturing your Budgets]] by job by year and by month # Audit your numbers using the [Monthly Profit and Loss Report]] and the [[Profit and Loss by Job Report]] # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] 3cbcc1a23aff09881227e8c0a7db85f9cc294fd7 4221 4220 2018-10-15T23:20:06Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month # Audit your numbers using the [Monthly Profit and Loss Report]] and the [[Profit and Loss by Job Report]] # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] 4825de910e973bbc82f18e53dc1ee44f40d7bc07 4222 4221 2018-10-15T23:21:10Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month # Audit your numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] 238f379634acd956cce03939ccba6ffe3984d016 4223 4222 2018-10-15T23:22:26Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. If you already have job budgets and are happy to have them split evening each month you can skip this step # Audit your numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] b33436b8d32d5de3e9a860254b5849b41c0a1cf9 4224 4223 2018-10-15T23:22:50Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. If you already have job budgets and are happy to have them split evenly each month you can skip this step # Audit your numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] ca45b2b33d0ae697c566478bc7cc3afe05ecb06e 4225 4224 2018-10-15T23:24:14Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## If you already have job budgets and are happy to have them split evenly each month you can skip this step ## If you already have budgets in Excel you can [[Importing Budgets|import them]] # Audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] 8ad3131b2459517060ce431a8afd0c5b1555a6ec 4226 4225 2018-10-15T23:24:40Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## If you already have job budgets and are happy to have them split evenly each month you can skip this step ## If you already have budgets in Excel you can [[Importing Budgets|import them]] # Once entered, audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] e6a7e95e5c7a3bb5c9accb20051ebff66045da6b 4227 4226 2018-10-15T23:25:50Z Jeff 1 wikitext text/x-wiki # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## If you already have job budgets and are happy to have them split evenly each month you can skip this step ## If you already have budgets in Excel you can [[Importing Budgets|import them]] # Once entered, audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] # If you require a Forecast Version as well as a Budget Version you can create that using [[Version Control]] 87102c387f403b21df40b2b88baf2796c9399318 4231 4227 2018-10-17T22:54:14Z Jeff 1 wikitext text/x-wiki This support note provides high level steps to Report Actual vs Budget by Job by Month Click the blue links to drill into the details # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## If you already have job budgets and are happy to have them split evenly each month you can skip this step ## If you already have budgets in Excel you can [[Importing Budgets|import them]] # Once entered, audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] # If you require a Forecast Version as well as a Budget Version you can create that using [[Version Control]] 6a11b451f2bd76b2a79760bd7596b316863980bf 4232 4231 2018-10-17T22:54:31Z Jeff 1 wikitext text/x-wiki This support note provides high level steps to Report Actual vs Budget by Job by Month. Click the blue links to drill into the details # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## If you already have job budgets and are happy to have them split evenly each month you can skip this step ## If you already have budgets in Excel you can [[Importing Budgets|import them]] # Once entered, audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] # If you require a Forecast Version as well as a Budget Version you can create that using [[Version Control]] fcfb675c599dba54025febcef2723ebbffc1e372 4233 4232 2018-10-17T22:56:20Z Jeff 1 wikitext text/x-wiki This support note provides high level steps to Report Actual vs Budget by Job by Month. Click the blue links to drill into the details # Start by [[Entering Budgets|Entering your Budgets]] by job by year and by month into BudgetLink. ## Skip this step if you want to use job budgets already captured in MYOB ## or [[Importing Budgets|Import Budgets]] if you already have then in Excel # Once entered, audit your budget numbers using the ##[[Monthly Profit and Loss Report]] to audit the company wide budget ## [[Profit and Loss by Job Report]] to audit the annual job budets # Compare Actual vs Budget in the [[Budget Analysis Report]] # [[Customising Reports|Customise the Report]] to change the job or what data appears on the report ## Select the Job filter and choose the Job ## Select the Budget Version filter and choose the version which contains [[Job Budgets]] ## Select the Year and Period # Click OK to refresh the report # Add new columns to report or hide existing ones by using the [[Editing the layout of reports|Layout]] function # Then prepare reports for your Board by using the [[Publishing Reports|Publishing Function]] # If you require a Forecast Version as well as a Budget Version you can create that using [[Version Control]] 4c9e5337db6f1f0f52934def63eb510eb354be36 0 1 4228 4163 2018-10-17T03:51:08Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.10.1.235]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d05ba65037cd9383c0e7218dd3edbbd64935b137 4245 4228 2018-10-19T00:44:11Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.10.2.236]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 69cd677626ef4436ebcf6025fe879e3ca754bc29 0 204 4229 4164 2018-10-17T03:51:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 435de4c4d748fd49d5f1017a5c32a549c190ec24 0 1010 4230 2018-10-17T03:54:30Z Nic 2 Created page with "BudgetLink v2018.10.1.235 was released on 17/10/2018. == Enhancements == '''MYOB AccountRight Live''' * Enhanced MYOB AccountRight Live get data to have errors when parsing ..." wikitext text/x-wiki BudgetLink v2018.10.1.235 was released on 17/10/2018. == Enhancements == '''MYOB AccountRight Live''' * Enhanced MYOB AccountRight Live get data to have errors when parsing xml data and also remove illegal characters. '''Xero''' * Enhanced XERO Get data to have errors when parsing xml data and also remove illegal characters. * Applied fix for the XERO_Journals endpoint to remove where clause. '''Publish''' * Publishing will relink back arrows of reports to menu. * Enhanced publishing by jobs or categories to default the company correctly when selecting jobs or categories. * Publishing by job will include full name if publishing single worksheet '''Reports''' * Enhanced the Category Profit and Loss Report to show categories which have values at detail level but which total 0. * Enhanced the Category Profit and Loss Report to include Layout for Rows. * Enhanced the Category Profit and Loss Report to include Gross Profit % of Income row. * Enhanced the cash flow report to work at all levels. '''Miscellaneous''' * Enhanced dropbox and onedrive support to remove _backup files. * Enhanced dropbox and onedrive support to remove [conflict] files. * Fixed issue with accounts validation to ensure it pulls the correct chart when the category for company, hierarchy and accounts are different. * Data file selection dialogue no longer allows new data files to be unselected for BudgetLink. * Fixed issue when changing workspace not prompting to upgrade if required. == Related Topics == * [[BudgetLink version archive]] 3ff22423d8e9ab4fdd90e947ff31748a038df492 0 774 4234 4131 2018-10-18T01:24:58Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 86636331b595ab089f0a1c13480db6b2546e709d 4235 4234 2018-10-18T01:25:41Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software in that Microsoft Excel is the application and BudgetLink is Excel workbooks with macros in a folder If you have BudgetLink already installed somewhere in your organisation and Excel installed on the PC you want to run it from then you dont need to install BudgetLink again To share BudgetLink, you would approach it in a similar way to sharing a normal Excel Workbook You can either save it to a shared folder on your file server or save it to either Dropbox or OneDrive and then share the folder with other users We recommend a file server over synced folder like Dropbox, because it has the limiation that only one person can make enter budgets or make changes at the same time If installing on a file server you can either open it from your local PC or in a Terminal Server. Terminal Server access does require the Pro Edition or above If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder If already installed on your local machine and you want to keep that instance then [[Moving BudgetLink to a new machine or folder|Move]] into your shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 38bc01aea2edae2243b386c3a049d643506e79d7 4236 4235 2018-10-18T01:47:13Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software. The application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder To share it, the first thing is to make sure that a single copy exists in a shared folder which can either be a file in your file server, in drop box or one drive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to your Shared Folder Alternatively you can can [[Moving BudgetLink to a new machine or folder|Move]] an existing installation to the shared folder Once located in the Shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 18b515a96ddcdb3d1ca4082bcf00b6e03a60297c 4237 4236 2018-10-18T01:48:38Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software. The application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder To share it, a single copy must exist in a shared folder which can either be a file in your file server, in drop box or one drive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the shared folder Alternatively you can can [[Moving BudgetLink to a new machine or folder|Move]] an existing installation to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] c11d5d8b6419a7cc6a6f9a5babe33656ac3b3d4e 0 190 4238 4100 2018-10-18T04:20:24Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ensure a smooth upgrade process, BudgetLink installer save new files into a new folder and then copy's across any settings and budgets. This allows you to keep the old version and run both in parallel until you are satisfied the upgrade was successful. If you've not done so, [[Installing BudgetLink|install]] the latest version of BudgetLink. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] b09f89ba4623e902dfd902aff765d9e77bb801bf 0 115 4239 4113 2018-10-18T04:23:38Z Jeff 1 /* BudgetLink Folder Guidelines */ wikitext text/x-wiki == Overview == It is important that you carefully choose the location where you install BudgetLink. You should choose a location to which all users have access. If your not sure then we suggest using the default path for now. If change your mind BudgetLink can be moved to another location once installed. For more information, see [[Moving BudgetLink to a new machine or folder]]. BudgetLink is unzipped into folder containing Workbooks, Excel Add-ins and Access Databases. Use the Guidelines below to choose the folder to unzip to === BudgetLink Folder Guidelines === * The default path is the C:\BudgetLink. From a support point of view, we suggest that use this folder unless you want multiple people to use the solution and you have a server or you are a service provider and you will be using BudgetLink for multiple Clients. * If browsing to a folder location other than the default we suggest that you ensure that the installation path ends in a folder named 'BudgetLink'. A subfolder named the version number will be added to this folder * If you are sharing BudgetLink with multiple users then either choose a folder on your file server or in a Dropbox folder or in a OneDrive folder. * If BudgetLink is installed on a file server (network location), you will need to ensure that users have the correct permissions to the BudgetLink folder in order to use the application. Please see [[Troubleshooting folder permissions]] for more information. * If upgrading from a version which includes the version name in the Path ie BudgetLink v2017.3.3.9, then install as a sibling in the same Parent folder * If upgrading a version which only contains BudgetLink as the path, then install into the same folder as the existing version === Related === [[How to Share BudgetLink with Multiple Users]] [[Installing BudgetLink]] 82cfdbf13d857fc5eca84fa505a448b22936a3ab 0 854 4242 3997 2018-10-18T04:48:52Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version Sometimes it returns a permissions error == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Browse button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] f01b21fe1ec6028ed7a97031260b40408457dff3 0 1011 4243 2018-10-18T04:49:41Z Jeff 1 Created page with "If your MYOB data file is located in the cloud and then you rename the data file, you will need to [[Re-browse for your MYOB AccountRight Live data file|re-browse]] for the da..." wikitext text/x-wiki If your MYOB data file is located in the cloud and then you rename the data file, you will need to [[Re-browse for your MYOB AccountRight Live data file|re-browse]] for the data file before BudgetLink can retrieve data from it == Related Topics == * [[Changing how BudgetLink connects to your data file]] 7f407dfd6d16317e71f276b80667d2cda48db368 4244 4243 2018-10-18T04:50:49Z Jeff 1 wikitext text/x-wiki If your MYOB data file is located in the cloud and then you rename the data file, you will need to [[Re-browse for your MYOB AccountRight Live data file|re-browse]] for the data file before BudgetLink can retrieve data from it == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Changing how BudgetLink connects to your data file]] 09957b561effdbf6bf0c643285de17ddac680c5c 0 204 4246 4229 2018-10-19T00:44:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 cc1bbc3862944bffef7579026df1c22e84e3dbba 4255 4246 2018-12-03T00:34:10Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 dd62f3b821dd061eba2669a3d5551cc2886fd387 4267 4255 2019-01-11T02:45:27Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8380c62ba472b900960f3b22d8dd428144c9dff1 4270 4267 2019-01-13T23:11:21Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c03a9bbf37e790875ac2cb3bcf9f9f96b1609d7c 4287 4270 2019-02-04T02:15:27Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 96a18d28822580f6be317bf655ea85f33fc82ae2 0 1012 4247 2018-10-19T00:45:01Z Nic 2 Created page with "BudgetLink v2018.10.2.236 was released on 19/10/2018. == Enhancements == '''Miscellaneous''' * Fixed issue with Company Groups not populating correctly. == Related Topics =..." wikitext text/x-wiki BudgetLink v2018.10.2.236 was released on 19/10/2018. == Enhancements == '''Miscellaneous''' * Fixed issue with Company Groups not populating correctly. == Related Topics == * [[BudgetLink version archive]] 74f6fdf052f2fff7d1cbd45e02e8f7d765cfdb33 0 519 4248 3930 2018-10-19T01:13:53Z Jeff 1 /* Creating an account hierarchy */ wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Select the '''Template''' to use as a starting point and click '''OK'''; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Report by jobs''' if you want to be able to report by job with this Account Hierarchy # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] * [[Mapping your data file's accounts to the account hierarchy]] [[Category:How To Guides]] 236c962065e429c5504c7795253148f883f59e69 4249 4248 2018-10-19T01:15:21Z Jeff 1 /* Creating an account hierarchy */ wikitext text/x-wiki == Overview == BudgetLink has the ability to have multiple [[Account Hierarchies|account hierarchies]] which can be used to control the layout of your accounts on your reports. == Creating an account hierarchy == [[File:ManageAccountHierarchies.png|300px|thumb|right|Manage Account Hierarchies dialogue.]] [[File:EditAccountHierarchy.png|300px|thumb|right|Account Hierarchy dialogue.]] [[File:EditAccountHierarchyAccount.png|300px|thumb|right|Account dialogue.]] To create an account hierarchy, follow these steps. If using [[Security|security]], you must be logged in as the administrator before being allowed to create an account hierarchy. # From the main '''Menu''' in BudgetLink, click on '''30. Settings'''; # Click on '''Accounts''' item in the menu; # Click on the '''Manage Account Hierarchies''' button; # Log in as the '''Administrator''' if prompted; # Click the '''Add Account Hierarchy''' button; # Select the '''Template''' to use as a starting point and click '''OK'''; # Enter a '''Name''' and '''Description''' for the account hierarchy; # Tick the checkbox '''Default Account Hierarchy When Consolidating''' if you want this to be the default hierarchy; # Tick the checkbox '''Use Account Hierarchy with jobs''' if you want to be able to use the Job Filter when reporting this Account Hierarchy # Tick the checkbox '''Use Account Hierarchy with Categories''' if you want to be able to use the Category Filter when reporting this Account Hierarchy # Tick the checkbox '''Display Unmapped Accounts on Reports''' if you want to ensure your account hierarchy should always include all accounts; # For each type of accounts, select the '''tab''' and click the '''Add Accounts''' to start building your account hierarchy; # For each account you add, enter the '''Number''', '''Name''' and '''Description''' for the account and choose the '''Parent Account''' if applicable; # Click '''OK''' to save and close the '''Acccount''' dialogue; # Click '''OK''' to save and close the '''Account Hierarchy''' dialogue; # Click '''Close''' on the '''Manage Account Hierarchies''' dialogue. <br clear=all> == Related Topics == * [[Account Hierarchies]] * [[Accounts]] * [[Mapping your data file's accounts to the account hierarchy]] [[Category:How To Guides]] 27246290e2c6beb5c2b838cd05b7b43620918ffe 0 1013 4250 2018-10-26T00:07:21Z Nic 2 Redirected page to [[Data Files]] wikitext text/x-wiki #REDIRECT [[Data Files]] b619a0b65d6f3a94deca7ef1a3b2608df87a26d8 0 988 4251 4147 2018-10-26T00:20:49Z Nic 2 wikitext text/x-wiki == Overview == A data file represents the settings used to connect to the data within your accounting package. For the list of data files applicable to each edition, see [http://accountingaddons.com.au/budgetlink BudgetLink's website]. '''BudgetLink Free Edition''' can consolidate 2 data files but they must be of the same accounting product. '''BudgetLink Standard Edition''' can consolidate 5 data files but they must be of the same accounting product. '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition''' can consolidate any number of data files of any accounting product. == Related Topics == * [[Managing Data Files]] * [[Adding a data file connection]] * [[Editing a data file connection]] * [[Removing a data file connection]] 0af4f53bd835d89e4be84fdff54b163041f17780 0 671 4252 4007 2018-11-05T23:21:42Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to coopy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button To create a budget using Last Years actuals: #Choose the dimensions to show the budget to create ##ie FYear: 2019, Version: Budget #Choose the Source fitlers to display Last Years Actuals ##ie FYear: 2018, Version: Actuals #Click the Select All button #Click the Copy button #Repeat for each job or category or company The Budget Entry side should now contain the same values as the Source Values You can choose to edit the numbers in the Budget Entry side 96bd9607504fb320eb0b2e7d770e09d0b84ee9b1 0 1014 4253 2018-11-16T03:36:35Z Nic 2 Redirected page to [[Installing BudgetLink]] wikitext text/x-wiki #REDIRECT [[Installing BudgetLink]] 97e522982a0a44b990a2ecac6f37c4339f9564ea 0 1 4254 4245 2018-12-03T00:33:38Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.12.1.238]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2db81acf885657c732b713aa91e8a7c1411677e2 4266 4254 2019-01-11T02:44:59Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2018.12.2.239]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ b802837757acb5ef93ffeb9bb96b8e09d9061911 4269 4266 2019-01-13T23:10:56Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.1.1.241]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9fefa7e3aa66b8d4405fc7346b2996ea56e99faf 4286 4269 2019-02-04T02:15:12Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.1.2.242]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a1cbc61890868dd4e9e06b09c98ebbc76002dc23 4290 4286 2019-02-04T02:18:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.1.242]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ f9b053bac241bb0753baa1c1b64a851c585ccd7a 0 1015 4256 2018-12-03T00:36:11Z Nic 2 Created page with "BudgetLink v2018.12.1.238 was released on 03/12/2018. == Enhancements == '''Data Files''' * Enhanced list of data files to only list applicable data files. '''Licensing''' ..." wikitext text/x-wiki BudgetLink v2018.12.1.238 was released on 03/12/2018. == Enhancements == '''Data Files''' * Enhanced list of data files to only list applicable data files. '''Licensing''' * Enhanced licensing to disable get license key and enter license key until 15 days remaining in trial. * Removed MYOB Classic from Free Edition licensing. '''Reports''' * Updated the dashboard to simplify the filters. * Increased the height of the header row on the Forecast Reports. '''Miscellaneous''' * Enhanced upgrade to prompt for the workspace name. * Updated refresh and get data to open and refresh the list workbook if closed to ensure filters work. == Related Topics == * [[BudgetLink version archive]] 8777fd6f9ba27b45bebf616135c27d6da9bed366 0 190 4257 4238 2018-12-03T02:22:18Z Jeff 1 /* Overview */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == We suggest upgrading Budgetlink at least once a year. To do so please follow the instructions below == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] The following instructions will assist you in upgrading your new installation of BudgetLink. # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] c789c5cd84c25e13df32394d7792193c03a41abf 4258 4257 2018-12-03T02:22:38Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == We suggest upgrading Budgetlink at least once a year. To do so please follow the instructions below == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 51f30b5eb937f757afb972d87da5dcb1673948c3 4265 4258 2019-01-11T02:42:56Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == We suggest upgrading Budgetlink at least once a year. To do so please follow the instructions below. Click on the hyperlinks to drill into more info == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 3ae7105ffa9dd3eb39b771d9c58f7cafbaa1e360 0 1009 4259 4218 2018-12-05T23:31:22Z Jeff 1 wikitext text/x-wiki == Overview == To add an additional data file to a Workspace, follow the steps below and click on the links to drill down to more information == Procedure == # [[Open the Manage Data Files Dialog]] # Click the '''Add''' button # Complete the Data file setup form. # Choose the option below for more instructions related to your data file ##[[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] ##[[Connecting BudgetLink to MYOB AccountRight 19]] ##[[Connecting BudgetLink to Xero]] ##[[Connecting BudgetLink to MYOB AccountEdge]] ##[[Connecting BudgetLink to QuickBooks]] # Click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. 0e6095b3b6717d1cedc994a30ae565f3fc1778f6 0 885 4260 3760 2018-12-10T22:56:45Z Nic 2 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving setup related problems. * [[Data file setup - Error - Errors occurred saving data file information]] * [[Mapped drives not appearing when browsing for a file or folder]] == One Drive == If BudgetLink is installed in OneDrive and you experience issues, see the following article. * [[How to make BudgetLink excel files work in OneDrive]] == Related == [[Troubleshooting]] 4fc63677792e8a6c51f296ac365224f698264da6 0 1016 4261 2018-12-10T23:20:00Z Nic 2 Created page with "== Overview == When BudgetLink is installed in OneDrive, it is possible that the software will not work due to how Excel files and office documents are synchronised via one d..." wikitext text/x-wiki == Overview == When BudgetLink is installed in OneDrive, it is possible that the software will not work due to how Excel files and office documents are synchronised via one drive. By default, one drive will attempt to make office in charge of synchronising files so that multiple users can co-operatively work on the same file. When in that mode, a web document is opened, instead of the physical document on disk. However, web documents are not compatible with BudgetLink. To fix this type of issue, you will need to turn off the ability for Office to synchronise the files. == How to turn off office synchronisation for OneDrive == # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. == Related Topics == * [[Troubleshooting Setup Problems]] 30cdb44cfa012b40a3901cb03cec55e78fbfe777 4263 4261 2018-12-10T23:22:40Z Nic 2 wikitext text/x-wiki == Overview == When BudgetLink is installed in OneDrive, it is possible that the software will not work due to how Excel files and office documents are synchronised via one drive. By default, one drive will attempt to make office in charge of synchronising files so that multiple users can co-operatively work on the same file. When in that mode, a web document is opened, instead of the physical document on disk. However, web documents are not compatible with BudgetLink. To fix this type of issue, you will need to turn off the ability for Office to synchronise the files. == How to turn off office synchronisation for OneDrive == [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. == Related Topics == * [[Troubleshooting Setup Problems]] 798fc2874ba412dfbfcd6f230ff650face7a056d 4264 4263 2018-12-10T23:22:50Z Nic 2 wikitext text/x-wiki == Overview == When BudgetLink is installed in OneDrive, it is possible that the software will not work due to how Excel files and office documents are synchronised via one drive. By default, one drive will attempt to make office in charge of synchronising files so that multiple users can co-operatively work on the same file. When in that mode, a web document is opened, instead of the physical document on disk. However, web documents are not compatible with BudgetLink. To fix this type of issue, you will need to turn off the ability for Office to synchronise the files. == How to turn off office synchronisation for OneDrive == [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. <br clear=all /> == Related Topics == * [[Troubleshooting Setup Problems]] 76f5740b2ba5aff0a9a3d7703c9563992e3dba08 6 1017 4262 2018-12-10T23:21:30Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1018 4268 2019-01-11T02:46:53Z Nic 2 Created page with "BudgetLink v2018.12.2.239 was released on 04/12/2018. == Enhancements == '''Miscellaneous''' * Fixed issue with AddonsLink Lists. == Related Topics == * [[BudgetLink versi..." wikitext text/x-wiki BudgetLink v2018.12.2.239 was released on 04/12/2018. == Enhancements == '''Miscellaneous''' * Fixed issue with AddonsLink Lists. == Related Topics == * [[BudgetLink version archive]] f2ad0e6ce97b2841d20c869852a3612aa9916829 0 1019 4271 2019-01-13T23:13:38Z Nic 2 Created page with "BudgetLink v2019.1.1.241 was released on 14/01/2019 == Enhancements == '''Xero''' * Enhanced XERO Authorisation screen to display the data file name more prominently. '''Mi..." wikitext text/x-wiki BudgetLink v2019.1.1.241 was released on 14/01/2019 == Enhancements == '''Xero''' * Enhanced XERO Authorisation screen to display the data file name more prominently. '''Miscellaneous''' * Ribbon to be only copied to USERS folder if running on network drive. * Ribbon to be copied to C:\Temp if running on network drive and users folder is networked as well. * Enhanced initial startup to run AddonsLink.Setup.Exe wizard. == Related Topics == * [[BudgetLink version archive]] 84ff45e5b70ce573c7bdf00ed735d14d0c1cbea8 0 496 4272 2786 2019-01-15T00:48:27Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder; # Locate the '''AddonsLink Workspace.mdb'''; # Move the '''AddonsLink Workspace.mdb''' file '''\BudgetLink\Workspaces\Backup\Databases\Restored''' folder. Rename with a date time stamp if a file with the same name already exists; # Browse to the '''\BudgetLink\Workspaces\'''; # Browse to a Date Time stamp folder when BudgetLink was working; # Copy the '''AddonsLink Workspace.mdb''' file and paste into the '''\BudgetLink\Workspaces\[Your Workspace]''' Folder; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] fbc2973509786f4caddf6360ea178f47ea4f1995 4273 4272 2019-01-15T00:48:54Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named BudgetLink Data.mdb which is located in the \BudgetLink\System\ folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\System\Backup\Databases\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to restore from a back up. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder; # Locate the '''AddonsLink Workspace.mdb'''; # Move the '''AddonsLink Workspace.mdb''' file '''\BudgetLink\Workspaces\Backup\''' folder. Rename with a date time stamp if a file with the same name already exists; # Browse to the '''\BudgetLink\Workspaces\'''; # Browse to a Date Time stamp folder when BudgetLink was working; # Copy the '''AddonsLink Workspace.mdb''' file and paste into the '''\BudgetLink\Workspaces\[Your Workspace]''' Folder; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] a9edf085ac22f593737d1b721c8ce06f50cf4b6f 4274 4273 2019-01-15T00:50:38Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named AddonsLink Workspace.mdb which is located in the \BudgetLink\Workspaces\[Your Workspace] folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\Workspaces\[Your Workspace]\Backup\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to do that. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder; # Locate the '''AddonsLink Workspace.mdb'''; # Move the '''AddonsLink Workspace.mdb''' file '''\BudgetLink\Workspaces\Backup\''' folder. Rename with a date time stamp if a file with the same name already exists; # Browse to the '''\BudgetLink\Workspaces\'''; # Browse to a Date Time stamp folder when BudgetLink was working; # Copy the '''AddonsLink Workspace.mdb''' file and paste into the '''\BudgetLink\Workspaces\[Your Workspace]''' Folder; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] b071357df7e2a74eed1b0a61af46c481bdac704b 0 362 4275 1496 2019-01-15T04:21:23Z Nic 2 wikitext text/x-wiki This error occurs when BudgetLink cannot find or locate your data file within the local, server or cloud library. It typically occurs when upgrading, rolling over, renaming or moving your data file or restoring from backups. See [[Connecting BudgetLink to MYOB AccountRight Live]] to correct the connection information. [[Category:Troubleshooting]] 853659b2140fc252baa3caf8a535931839b15b8e 0 956 4276 4201 2019-01-21T02:38:48Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[The data received from the Xero API was badly formed and could not be parsed]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[The connection to the XERO server was terminated abnormally]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 65cdd2c65cd7a6c5cfd40691f73d3df626312ee7 0 1020 4277 2019-01-21T02:42:13Z Nic 2 Created page with "== Overview == This error occurs when a connection issue occurs between your machine and the Xero Server. Possible cause include: * Internet connectivity issues on your mach..." wikitext text/x-wiki == Overview == This error occurs when a connection issue occurs between your machine and the Xero Server. Possible cause include: * Internet connectivity issues on your machine or on Xero's website; * Xero server or website becoming unavailable due to bugs, updates or maintenance; * Xero API problems. Depending on the cause of the issue, we recommend you wait 1 hour to 1 day as the issue should resolve itself. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 61b0f35b068ce05bf16e30b18427a146d8bf75c2 4278 4277 2019-01-21T02:42:54Z Nic 2 wikitext text/x-wiki == Overview == This error occurs when a connection issue occurs between your machine and the Xero Server. Possible cause include: * Internet connectivity issues on your machine or on Xero's website; * Xero server or website becoming unavailable due to bugs, updates or maintenance; * Xero API problems. Depending on the cause of the issue, we recommend you wait 1 hour to 1 day as the issue should resolve itself. If the problem persists, we recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] ed81fe0dfdde68d45a28d88dedbef14c8de790d9 0 1021 4279 2019-01-21T02:43:17Z Nic 2 Redirected page to [[The connection to the XERO server was terminated abnormally]] wikitext text/x-wiki #REDIRECT [[The connection to the XERO server was terminated abnormally]] 87331ccd9598ab47b9c97d2877bfae996e64a0a6 0 88 4280 4154 2019-01-31T03:23:54Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink to be shared with an additional user then move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] c65c89624f05654e1a6fd28a39d9076bc7ce395f 0 272 4281 3987 2019-01-31T22:57:57Z Jeff 1 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Orders]] * [[Quotes]] * [[Sales]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Workspaces]] * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Archiving]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] * [[Developer Tools]] c0a1c6c5a5f997075a362eab3902b3632d7c5722 4282 4281 2019-01-31T22:58:29Z Jeff 1 wikitext text/x-wiki === Data Sets === BudgetLink can produce reports using the following sets of data. Note that not all data sets are available for all accounting products. These sets of data are called [[Versions]] within BudgetLink. * [[Actuals - Accrual]] * [[Actuals - Cash]] * [[Budgets]] * [[Forecasts]] * [[Orders]] * [[Quotes]] === Standard Meta Data Points === BudgetLink can produce reports for the following meta data points. Whereas the data sets represent the way numbers are derived. The meta data points represent the dimensions the reports can be produced for. * [[Companies]] * [[Financial Years]] * [[Periods]] * [[Accounts]] * [[Versions]] * [[Jobs]] (for MYOB users) * [[Categories]] (for MYOB users) * [[Jobs|Classes]] (for QuickBooks and Reckon Accounts users) * [[Jobs|Tracking Categories]] (for Xero users) Some reports in BudgetLink, particularly the pivot-table-based reports, have additional dimensions that can be used. === Accounting Products === For a full list of accounting packages support, see the [[Accounting Software]] page. === Advanced Features === * [[Workspaces]] * [[Account Hierarchies]] * [[Alternate Financial Year]] * [[Account Sets]] * [[Comments]] * [[Company Groups]] * [[Auditing values on reports using Drilldown|Drilldown]] * [[Forecasting]] * [[Archiving]] * [[Job Groups]] * [[Job Sets]] * [[Multi-Currency Reporting]] * [[Publish]] * [[Balance Sheet By Job]] * [[Advance Data File Management]] === Other Features === * [[Auto Upload]] * [[Archiving]] * [[Data Warehouses]] * [[Multiple Users]] * [[Security]] * [[Developer Tools]] afefd19180b0cb2a075bd59cd955fd7056bf0618 0 832 4283 3992 2019-01-31T23:03:52Z Jeff 1 /* Related Topics */ wikitext text/x-wiki ==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions in v19 ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the BudgetLink menu Go to 30.Settings/Data Files. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== [[How to Delete an Archive]] a775848de3200cac9ed77e5e6b8569adecd9d1b9 0 1022 4284 2019-01-31T23:04:36Z Jeff 1 Created page with "== Overview == BudgetLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed Its possible for archive to can become corrupted I..." wikitext text/x-wiki == Overview == BudgetLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed Its possible for archive to can become corrupted If that occurs then follow the procedure below to delete it During the next full get data the archive will be recreated == Procedure == # [[Open the Manage Data Files form|Open the '''Manage Data Files''' form]] # Select the data file with the corrupted archive and click '''Edit Data File''' # Click the Options Tab # Click '''Delete Archive''' # Click '''Yes''' to confirm # Click OK to close the '''Data file setup''' form 314ddf208204d07f91fd2a2c930b47db9578dc72 0 1023 4285 2019-01-31T23:05:02Z Jeff 1 Created page with "Either: # From the '''Command Centre''' click the '''Manage Data Files''' button or # From the '''Main Menu''' click '''Settings''' then '''Data Files''' then click the '''Man..." wikitext text/x-wiki Either: # From the '''Command Centre''' click the '''Manage Data Files''' button or # From the '''Main Menu''' click '''Settings''' then '''Data Files''' then click the '''Management Data Files''' button 7f5e770881bae6b30bcecdd49558633940b454dd 0 1024 4288 2019-02-04T02:17:44Z Nic 2 Created page with "BudgetLink v2019.2.1.242 was released on 04/02/2019 == Enhancements == '''Xero''' * Added support and error message for when connection to Xero Server terminates abnormally...." wikitext text/x-wiki BudgetLink v2019.2.1.242 was released on 04/02/2019 == Enhancements == '''Xero''' * Added support and error message for when connection to Xero Server terminates abnormally. * Enhanced Accruals version for XERO to calculate using journals. * Enhanced balance sheet for XERO to ensure an additional month is pulled to calculate balances correctly. '''Reports''' * Enhanced filters to not show the Select None button if not applicable. * Enhanced multi-company reports to not allow original account hierarchies in filters. '''Drilldown''' * Added drilldown support for company accruals. '''Upgrade''' * Fixed issue with upgrading comments which didn't work unless they were entered against an account hierarchy. * Fixed issue with upgrade to ensure Auto Upload files are not upgraded. '''Miscellaneous''' * Fixed issue with browsing for backup folder not working in options dialogue. * Added prompt before opening ribbon. * Enhanced installation wizard to be more seamless. * Enhanced code that creates shortcut to not include version number. == Related Topics == * [[BudgetLink version archive]] a445887253c1c928ba2778dbe7bf32475a575272 4289 4288 2019-02-04T02:18:09Z Nic 2 Nic moved page [[BudgetLink v2019.1.2.242]] to [[BudgetLink v2019.2.1.242]] without leaving a redirect wikitext text/x-wiki BudgetLink v2019.2.1.242 was released on 04/02/2019 == Enhancements == '''Xero''' * Added support and error message for when connection to Xero Server terminates abnormally. * Enhanced Accruals version for XERO to calculate using journals. * Enhanced balance sheet for XERO to ensure an additional month is pulled to calculate balances correctly. '''Reports''' * Enhanced filters to not show the Select None button if not applicable. * Enhanced multi-company reports to not allow original account hierarchies in filters. '''Drilldown''' * Added drilldown support for company accruals. '''Upgrade''' * Fixed issue with upgrading comments which didn't work unless they were entered against an account hierarchy. * Fixed issue with upgrade to ensure Auto Upload files are not upgraded. '''Miscellaneous''' * Fixed issue with browsing for backup folder not working in options dialogue. * Added prompt before opening ribbon. * Enhanced installation wizard to be more seamless. * Enhanced code that creates shortcut to not include version number. == Related Topics == * [[BudgetLink version archive]] a445887253c1c928ba2778dbe7bf32475a575272 0 854 4291 4242 2019-02-06T08:12:54Z Jeff 1 wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version Sometimes it returns a permissions error == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 8332af2502a24e5ba11d7025ef0e58e6bd462129 0 542 4292 4205 2019-02-07T22:38:50Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 5746fb3b6ffb2428f26c57c386fcc98d5fc46f2f 0 973 4293 4087 2019-02-07T22:40:41Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. From 1/07/2018, Xero now requires TLS 1.2 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] ef948b689ed06ee5ce32675e9ed8ff99847c542d 0 1025 4294 2019-02-07T22:57:39Z Nic 2 Created page with "== Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol..." wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 2: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 3: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/TLS/Update_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/TLS/Update_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/TLS/Update_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/TLS/Update_Xero_64bit.reg run the following file]. == Step 4: Close and restart BudgetLink == Once complete, you may close and restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] 3ac40f7e4786811b12ddf9f54267bbbaffb4128b 4295 4294 2019-02-07T23:00:14Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 2: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 3: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 4: Close and restart BudgetLink == Once complete, you may close and restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] 7c0efa51f659f2b0ead1f1b2b29b0917f4015ad2 0 1025 4296 4295 2019-02-07T23:03:31Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 2: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 3: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 4: Close and restart BudgetLink == Once complete, you may close and restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] 38c7d725840a91690f8f5a460db9cf12196d77b0 4297 4296 2019-02-07T23:29:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Close BudgetLink == You will need to ensure you close BudgetLink before proceeding with these steps. == Step 2: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 3: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 4: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 5: Restart BudgetLink == Once complete, you may restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] d88814360e2c04eb923577081dabef68b967aa3d 4298 4297 2019-02-07T23:30:43Z Nic 2 Nic moved page [[Updating windows to use the TLS 1.2 security protocol]] to [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] without leaving a redirect wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Close BudgetLink == You will need to ensure you close BudgetLink before proceeding with these steps. == Step 2: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 3: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 4: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 5: Restart BudgetLink == Once complete, you may restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] d88814360e2c04eb923577081dabef68b967aa3d 4345 4298 2019-03-19T22:58:46Z Jeff 1 /* Step 2: Ensure you are using the latest service pack */ wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Close BudgetLink == You will need to ensure you close BudgetLink before proceeding with these steps. == Step 2: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. To check if Windows 7 SP1 is already installed on your PC, select the Start button, right-click Computer, and then select Properties. If Service Pack 1 is listed under Windows edition, SP1 is already installed on your PC. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 3: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 4: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 5: Restart BudgetLink == Once complete, you may restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] c8efb2e85be8ce7c1dedc4cbad3de93fcda4a05e 0 973 4299 4293 2019-02-07T23:30:51Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with Xero. From 1/07/2018, Xero now requires TLS 1.2 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] 2db85e2871efe1b0b7e5e0e44a0adc9a2896e69a 0 1026 4300 2019-02-07T23:31:01Z Nic 2 Created page with "== Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live when your data file is in the cloud. From 1/02/2019, MY..." wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live when your data file is in the cloud. From 1/02/2019, MYOB AccountRight Live now requires TLS 1.1 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] cd1507ed4bf5ccaae1e4099bd29d181f0f25c429 4301 4300 2019-02-08T00:00:53Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live when your data file is in the cloud. From 1/02/2019, MYOB AccountRight Live now requires TLS 1.1 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 6297e8cfce198d7952a5fd3c2026b85a8f927ffe 4305 4301 2019-02-12T02:41:20Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live when your data file is in the cloud. From 1/02/2019, MYOB AccountRight Live now requires TLS 1.1 as security protocol. Unfortunately, this protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[The security protocol used to connect to Xero is no longer supported]] [[Category:Troubleshooting]] e0908a9833bdb16b1a6571ec9ccc825a4e78110f 4319 4305 2019-02-20T08:17:21Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live when your data file is in the cloud. From 1/02/2019, MYOB AccountRight Live now requires TLS 1.1 as security protocol. This protocol is not inbuilt by default in all versions of windows. See [[Updating windows to use the TLS 1.1 or TLS 1.2 security protocol]] for more information. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[The security protocol used to connect to Xero is no longer supported]] [[Category:Troubleshooting]] 91f48db8b4baefe158bfc6b84326508326b69d28 0 1 4302 4290 2019-02-11T02:46:28Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.2.243]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ aa5c33e7a7c5d6a382f504dcbf890828ba689737 4307 4302 2019-02-14T03:59:51Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.3.244]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 59ec062b88e1e3f38b98324df5fdb10a3035dd13 4310 4307 2019-02-18T00:24:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.4.245]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 6ebe2eceaf0366f23bfb9a4ae356de6abe551598 4313 4310 2019-02-19T22:47:08Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.4.246]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 95f0cd864d3c8c15ba661f2d76accb233d7725dd 4320 4313 2019-02-22T00:44:09Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.2.7.248]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ dd6f614e01d76ba34dc5ff1125404af8d2c71d5f 4326 4320 2019-03-06T03:17:24Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.3.1.249]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 9456ce7c2e68584cb7d24808753b0fb78fc8ec27 0 204 4303 4287 2019-02-11T02:46:43Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 4cb7f6a377c54b6a208e149b739fba94cdd69813 4308 4303 2019-02-14T04:00:23Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0d613527045947bd1d251352388101a1e0da9887 4311 4308 2019-02-18T00:25:05Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c0e1bb1e1c7702783908ebf38a55a210437b866b 4314 4311 2019-02-19T22:47:21Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.4.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c757b8dc3868c4ba5e7ec179e269224dec1701c0 4321 4314 2019-02-22T00:45:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 9d4de026ee840ebda21fa650a8cc5518afb4e6f0 4327 4321 2019-03-06T03:17:38Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 89d2e0931af2f978db1e5fa113cd729cff57848d 0 1027 4304 2019-02-11T02:47:35Z Nic 2 Created page with "BudgetLink v2019.2.2.243 was released on 11/02/2019 == Enhancements == '''Versions''' * Added new Accruals (Job) version. '''MYOB AccountRight Classic''' * Enhanced MYOB cl..." wikitext text/x-wiki BudgetLink v2019.2.2.243 was released on 11/02/2019 == Enhancements == '''Versions''' * Added new Accruals (Job) version. '''MYOB AccountRight Classic''' * Enhanced MYOB classic algorithms to use InternalID fields to speed up and increase performance when calculating data. '''Miscellaneous''' * Enhanced close code so as not to crash. == Related Topics == * [[BudgetLink version archive]] 9734a4844dc7a8923c2820478999f0769a452d21 0 1028 4306 2019-02-14T00:45:16Z Nic 2 Redirected page to [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] wikitext text/x-wiki #REDIRECT [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] c7ebb1969b832446214a627d56e25a6c20d4af30 0 1029 4309 2019-02-14T04:01:45Z Nic 2 Created page with "BudgetLink v2019.2.3.244 was released on 12/02/2019 == Enhancements == '''Miscellaneous''' * Resolved issue with data warehouses becoming inactive for new installations. ==..." wikitext text/x-wiki BudgetLink v2019.2.3.244 was released on 12/02/2019 == Enhancements == '''Miscellaneous''' * Resolved issue with data warehouses becoming inactive for new installations. == Related Topics == * [[BudgetLink version archive]] c99b55aa4d3bec5582fb9ab9ab7480a55040b30c 0 1030 4312 2019-02-18T00:26:10Z Nic 2 Created page with "BudgetLink v2019.2.4.245 was released on 18/02/2019 == Enhancements == '''Get Data''' * Enhanced get data to process linked tables after each extracting stage so as to resol..." wikitext text/x-wiki BudgetLink v2019.2.4.245 was released on 18/02/2019 == Enhancements == '''Get Data''' * Enhanced get data to process linked tables after each extracting stage so as to resolve issue with missing that for some large tables. '''MYOB AccountRight Classic''' * Applied fix for retained earnings opening balance calculation for MYOB Classic. '''Miscellaneous''' * Updated setup routine to add close button back in. * Enhanced setup wizard to parse strange folder names. == Related Topics == * [[BudgetLink version archive]] eec012d82df0deef2b9f62d7aac9a827a3f5a958 0 1031 4315 2019-02-19T22:48:05Z Nic 2 Created page with "BudgetLink v2019.2.4.246 was released on 19/02/2019. == Enhancements == '''Customise''' * Ensured the Accruals (Job) version can be selected on all reports when selecting an..." wikitext text/x-wiki BudgetLink v2019.2.4.246 was released on 19/02/2019. == Enhancements == '''Customise''' * Ensured the Accruals (Job) version can be selected on all reports when selecting an actual version. == Related Topics == * [[BudgetLink version archive]] c5b68d44874575d278bdf9f7eb2ca3c0534fd22a 4322 4315 2019-02-22T00:45:39Z Nic 2 Nic moved page [[BudgetLink v2019.2.4.246]] to [[BudgetLink v2019.2.5.246]] without leaving a redirect wikitext text/x-wiki BudgetLink v2019.2.4.246 was released on 19/02/2019. == Enhancements == '''Customise''' * Ensured the Accruals (Job) version can be selected on all reports when selecting an actual version. == Related Topics == * [[BudgetLink version archive]] c5b68d44874575d278bdf9f7eb2ca3c0534fd22a 4323 4322 2019-02-22T00:45:52Z Nic 2 wikitext text/x-wiki BudgetLink v2019.2.5.246 was released on 19/02/2019. == Enhancements == '''Customise''' * Ensured the Accruals (Job) version can be selected on all reports when selecting an actual version. == Related Topics == * [[BudgetLink version archive]] d286cde5ff09450584b0632a9612c044734ade44 0 542 4316 4292 2019-02-20T08:13:08Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not connect to MYOB data file]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 472eed0cd41725f44ffd429a94cc258b5c2724d9 0 1032 4317 2019-02-20T08:15:56Z Jeff 1 Created page with "If your MYOB data file is located in the cloud and you have Windows 7 then please follow the link below [[The security protocol used to connect to MYOB AccountRight Live on th..." wikitext text/x-wiki If your MYOB data file is located in the cloud and you have Windows 7 then please follow the link below [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] 883f7c3b50d1d3445aab9a798717dee6a9fea173 4318 4317 2019-02-20T08:16:11Z Jeff 1 wikitext text/x-wiki If your MYOB data file is located in the cloud and you have Windows 7 then please follow the link below: [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] dea7a7985d392fabda0be4b8c377599971eab94d 0 1033 4324 2019-02-22T00:46:46Z Nic 2 Created page with "BudgetLink v2019.2.6.247 was released on 20/02/2019. == Enhancements == '''Get Data''' * Fixed issue when not all dependent tables are included in get data. == Related Topi..." wikitext text/x-wiki BudgetLink v2019.2.6.247 was released on 20/02/2019. == Enhancements == '''Get Data''' * Fixed issue when not all dependent tables are included in get data. == Related Topics == * [[BudgetLink version archive]] a0a3b8a2be12b932859b75047b52b8bc0734fa9e 0 1034 4325 2019-02-22T00:47:11Z Nic 2 Created page with "BudgetLink v2019.2.7.248 was released on 22/02/2019. == Enhancements == '''Get Data''' * Fixed issue with relinking data warehouses for free edition. == Related Topics == ..." wikitext text/x-wiki BudgetLink v2019.2.7.248 was released on 22/02/2019. == Enhancements == '''Get Data''' * Fixed issue with relinking data warehouses for free edition. == Related Topics == * [[BudgetLink version archive]] fba486f75e30daf12d07f048e9976e432cd95237 0 1035 4328 2019-03-06T03:19:06Z Nic 2 Created page with "BudgetLink v2019.3.1.249 was released on 06/03/2019. == Enhancements == '''Reports''' * Fixed issued with Cash Flow Report when running at level 2 or 3 (or not last level). ..." wikitext text/x-wiki BudgetLink v2019.3.1.249 was released on 06/03/2019. == Enhancements == '''Reports''' * Fixed issued with Cash Flow Report when running at level 2 or 3 (or not last level). * Updated Balance Sheet Analysis report to display the Last Month instead of the word Year in the This YTD vs Last Year Comparison section. '''Budget Entry''' * Fixed conditional formatting in Budget Entry. * Fixed year totals for Other Expenses when running in 24 months. '''MYOB AccountRight Live''' * Enhanced error message for MYOX to include api-version=v2 in messages when including endpoints. '''Miscellaneous''' * Fixed issue with weekly dates when using Jan to December financial year. * Ensured customise dialogue triggers on enter. * Resolved issue prompting for AddonsLink.Close.xla when closing software. * Resolved issue with UNC path and installer. == Related Topics == * [[BudgetLink version archive]] 92acae51c5d301ebf2a951a71965c676fb9294bc 0 70 4329 4168 2019-03-08T05:13:47Z Nic 2 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. * [[BudgetLink opens but doesn't start]] * [[BudgetLink starts but shows error occurred during load]] * [[BudgetLink starts but shows a compile error message]] * [[BudgetLink starts but complain about the version of Microsoft Excel]] * [[BudgetLink starts but complains about files being read-only]] * [[BudgetLink starts but complains about read or write permissions ]] * [[BudgetLink starts but complains about the installer path being too long]] * [[BudgetLink starts but complains about being installed on a network location]] * [[BudgetLink starts but complains about running on a terminal server]] * [[BudgetLink starts but complains about running from within Dropbox]] * [[Installing the BudgetLink ribbon]] <br=clearall/> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] 095c3eec535cb9414d88dfc2bf4f650c6dc9d54f 0 994 4330 4161 2019-03-08T05:13:56Z Nic 2 Nic moved page [[BudgetLink ribbon fails to load]] to [[Installing the BudgetLink ribbon]] without leaving a redirect wikitext text/x-wiki == Overview == On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Update the Visual Studio Tools for Office Runtime == Installing the latest version of the Visual Studio Tools for Office Runtime may resolve the issue. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 49d5fe0ae17e59d9637ab0be458d16ccdd9e1685 4333 4330 2019-03-08T05:21:44Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 0868a051aa01ceb4c628749a6f902d808f099e51 0 1036 4331 2019-03-08T05:18:02Z Nic 2 Created page with "#REDIRECT [[Installing the BudgetLink ribbon]" wikitext text/x-wiki #REDIRECT [[Installing the BudgetLink ribbon] e8ab20334bec157a0086795c7ad705df90973591 4332 4331 2019-03-08T05:18:36Z Nic 2 Redirected page to [[Installing the BudgetLink ribbon]] wikitext text/x-wiki #REDIRECT [[Installing the BudgetLink ribbon]] a159c16706e190049bd8ae720ccb9559cadf9bb7 6 1037 4334 2019-03-12T00:03:50Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 598 4335 4133 2019-03-12T00:04:31Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 4fe326db9f69ff96555aa07659e78ea2608e3b61 4336 4335 2019-03-12T00:05:02Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|400px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2fbae1a55d095e2ae3133c574463f12735649689 4337 4336 2019-03-12T00:05:22Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Licence Email''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 426451e9417f57e1527e10f23e4e45b755ba3ad2 4338 4337 2019-03-12T00:06:19Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button (if it exists in your version) and then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 29163385a9c4dbbb27ea39a6b431e2090b026607 4339 4338 2019-03-12T00:07:02Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's own [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] d34015ae01716c58b5850306eb9a46e6d81c498f 0 226 4340 3511 2019-03-12T11:11:03Z Jeff 1 wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|300px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|300px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # Go to the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] c4b41b652766fa529fca6273969bd8b00e2635fa 4341 4340 2019-03-12T11:11:21Z Jeff 1 wikitext text/x-wiki ==Overview== If you have received a subscription, renewal, transfer or upgrade key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|600px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # Go to the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2a5c3bbfbdd8d067c57436bf8266c9417c589e87 0 848 4342 3510 2019-03-12T11:12:30Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #From BudgetLink Menu click on 30. Settings and then Licensing; #Click on the View Licensing button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] b5cedb9d8b19b2dfc05b896e9544d676ca693f0a 4343 4342 2019-03-12T11:13:47Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #From BudgetLink Menu click on '''30. Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 41dcbb2c610fffceb28fedc9c717f4cc5fe5d199 4344 4343 2019-03-12T11:14:12Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or a subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #From the '''BudgetLink Menu'' click on '''30. Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 902cbfc2b7db880aece61ac051379879d3a0e3c5 0 1025 4346 4345 2019-03-19T22:59:09Z Jeff 1 /* Step 2: Ensure you are using the latest service pack */ wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Close BudgetLink == You will need to ensure you close BudgetLink before proceeding with these steps. == Step 2: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. To check if Windows 7 SP1 is already installed on your PC, select the Start button, right-click Computer, and then select Properties. If Service Pack 1 is listed under Windows edition, SP1 is already installed on your PC. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 3: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 4: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 5: Restart BudgetLink == Once complete, you may restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] 7eac387e4d2b88133d8eb3a67589e77b33617e10 4347 4346 2019-03-19T23:02:13Z Jeff 1 /* Step 2: Ensure you are using the latest service pack */ wikitext text/x-wiki == Overview == BudgetLink uses components within Windows to negotiate a security protocol with MYOB AccountRight Live cloud data files and Xero. Unfortunately, this protocol is not inbuilt by default in all versions of windows. As such, anyone on Windows 7 or older or Windows Server 2012 or older must configure their machines to default the security protocols correctly. Microsoft provides an update which will assist and resolve the issue. == Step 1: Close BudgetLink == You will need to ensure you close BudgetLink before proceeding with these steps. == Step 2: Ensure you are using the latest service pack == If you are using Windows 7, you need to ensure you are using at least Service Pack 1. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. If you are using Windows Server 2008, you need to ensure you are on the R2 release. You can download it from the [https://support.microsoft.com/help/976932 Microsoft Website]. To check if Service Pack 1 is installed # Click Start, right-click Computer, and then click Properties. # If Service Pack 1 is listed under Windows edition, SP1 is already installed. If you are using Windows Server 2012, you already have the latest service pack installed. == Step 3: Run the Easy Fix == Once the latest service pack has been installed, you can [https://aka.ms/easyfix51044 download the Easy fix from the Microsoft Web Site]. == Step 4: Default the protocols in the windows registry == The last step is to set the correct defaults for your machine. This step depends on what bit-ness of windows you are using as well as which accounting software you are using. If using both MYOB and Xero, we recommend you follow the steps for Xero as they are more ''restrictive'' and should work for both MYOB and Xero. * For MYOB users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_32bit.reg run the following file]. * For MYOB users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_MYOB_64bit.reg run the following file]. * For Xero users on 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_32bit.reg run the following file]. * For Xero users on 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_TLS_for_Xero_64bit.reg run the following file]. == Step 5: Restart BudgetLink == Once complete, you may restart BudgetLink. If the problem is not resolved, you may also need to reboot your machine. For more information or to download the update from Microsoft, visit the [https://support.microsoft.com/en-us/help/3140245/update-to-enable-tls-1-1-and-tls-1-2-as-a-default-secure-protocols-in Microsoft Support Center]. For more information, contact [http://accountingaddons.com.au/contact-us Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] * [[Troubleshooting Get Data Problems with Xero]] 1890d02ef95045b325dc2fe11fd89e605e077b8c 0 76 4348 2814 2019-03-20T00:37:54Z Jeff 1 wikitext text/x-wiki == Overview == A trusted location allows Excel to recognise files as being '''Safe'''. Adding a trusted location in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a trusted location will prevent BudgetLink compile error. == Adding a trusted location automatically when first starting BudgetLink == The first time you start the BudgetLink, you will prompt to add a trusted location automatically. We strongly recommend you choose to do so. == Adding a trusted location manually == Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]]; * [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]]; * [[Adding a Trusted Location in Microsoft Excel 2016]]; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 7c2e7c69098b251430fd4b440f73de0911a144e3 0 811 4349 3870 2019-04-05T02:41:07Z Nic 2 Nic moved page [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud]] to [[Connecting BudgetLink to MYOB AccountRight Live Data File Online]] wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # Log in to your my.MYOB account and click the Allow Access button; # Select the data file to connect to and click OK; # If applicable, enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run a Get Data. <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 22ed96d0eaf1320a2b8dc4aabfdff46899221238 0 1038 4350 2019-04-05T02:41:07Z Nic 2 Nic moved page [[Connecting BudgetLink to MYOB AccountRight Live Data File on Cloud]] to [[Connecting BudgetLink to MYOB AccountRight Live Data File Online]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight Live Data File Online]] 539518eff1eef4e160946ec8946513bbc6cf393f 0 117 4351 3871 2019-04-05T02:42:14Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. == Connecting BudgetLink to MYOB AccountRight Live == To connect BudgetLink with MYOB AccountRight Live, click the location of you data file below for further instruction. * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File is on Local Machine]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File is on Server]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File Online | Data File is Online]] === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Changing how BudgetLink connects to your data file]] 42c2c9db199d4124be8916e7389f9059b5dd9516 0 712 4352 3283 2019-04-05T02:42:21Z Nic 2 Redirected page to [[Connecting BudgetLink to MYOB AccountRight Live Data File Online]] wikitext text/x-wiki #REDIRECT [[Connecting BudgetLink to MYOB AccountRight Live Data File Online]] 539518eff1eef4e160946ec8946513bbc6cf393f 0 164 4353 3227 2019-04-10T04:40:59Z Jeff 1 /* For users with their data file hosted in the CLOUD */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud | Log out of MYOB before connecting with your MYOB data file in the cloud]] * Upgrade to the Latest Version of ODBClink == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] e0182bb5eea43652b750624e0404b318d84a39ca 4354 4353 2019-04-10T04:42:36Z Jeff 1 /* For users with their data file hosted in the CLOUD */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud | Log out of MYOB before connecting with your MYOB data file in the cloud]] * Upgrade to the Latest Version of BudgetLink == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] 4d2be1702ca48c05c9c91b514793090c4e66ecc6 4355 4354 2019-04-10T04:43:21Z Jeff 1 /* For users with their data file hosted in the CLOUD */ wikitext text/x-wiki == Overview == If you receive the following error message 'Could not obtain the list of data files', determine whether you are trying to connect to an MYOB data file on a local machine, on the server or on the cloud. == For users with their data file hosted LOCALLY == If your data file is hosted on your local machine, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted on a SERVER == If your data file is hosted on a separate server, this error is usually caused when the MYOB AccountRight Live API has not been installed, or when it is not running on the Server. To resolve this problem, see the following topics. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == For users with their data file hosted in the CLOUD == If your data file is hosted in the cloud, this error is usually caused when your browser either defaults to the wrong my.myob account or remembers information which it shouldn't. To resolve this problem, see the following topics. * [[Log in to MY.MYOB before connecting with your MYOB data file in the cloud]] * [[Log out of MY.MYOB before connecting with your MYOB data file in the cloud | Log out of MYOB before connecting with your MYOB data file in the cloud]] * [[Upgrading BudgetLink|Upgrade to the Latest Version of BudgetLink]] == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Manually testing a connection to MYOB AccountRight Live]] [[Category:Troubleshooting]] e1efe1ce95337a1b56b0daf1440df9bca926d2f4 0 190 4356 4265 2019-04-10T04:44:01Z Jeff 1 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == We suggest upgrading Budgetlink at least once a year or as required to remain compatible. To do so please follow the instructions below. Click on the hyperlinks to drill into more info == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 9f93fdf0f5ccd4d7e4550399932f5e74c4f98085 4367 4356 2019-05-01T23:04:43Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == We suggest upgrading Budgetlink at least once a year or as required to remain compatible. To do so please follow the instructions below. Click on the hyperlinks to drill into more info To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] 91508be7c7ae2dd759b62bbb40a66e06a6390cd8 4368 4367 2019-05-01T23:07:16Z Nic 2 wikitext text/x-wiki [[Category:Getting Started Guide]] [[Category:How To Guides]] == Overview == To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features. We suggest upgrading Budgetlink at least once a year or as required to remain compatible. To do so please follow the instructions below. == Upgrading BudgetLink == [[File:WelcomeToBudgetLink.png|300px|thumb|right|Welcome dialogue]] [[File:UpgradeDetectedInstallationsDialogue.png|300px|thumb|right|Detected installations dialogue]] [[File:UpgradeDetectedReportsDialogue.png|300px|thumb|right|Detected reports dialogue]] [[File:UpgradeDetectedDataWarehousesDialogue.png|300px|thumb|right|Detected data warehouses dialogue]] # [[Installing BudgetLink|Install]] the latest version of BudgetLink # The start up wizard should begin; # On the BudgetLink welcome dialogue, read the '''User License Agreement'''; # Tick the '''I Accept...''' checkbox to confirm your acceptance of the terms; # Click on the '''Upgrade''' button; # On the '''Detected Installations''' screen, select your old installation of BudgetLink; # If your old installation of BudgetLink is not listed, click the '''Browse''' button and browse to the your old BudgetLink.exe; # If you have multiple installations of BudgetLink listed, ensure you select the [[BudgetLink Folder]] of the current one you use; # Once the correct installation is selected in the list, click '''OK'''; # BudgetLink will detect [[Reports|reports]] you would like to transfer to the new installation. If prompted, selected the '''reports''' to transfer to the new installation and click '''Ok'''; # BudgetLink will detect [[Data Warehouses|data warehouses]] you would like to transfer to the new installation. If prompted, selected the '''data warehouses''' to transfer to the new installation and click '''Ok'''; # Wait for the upgrade progress dialogue to complete, then click '''Close'''; # When the Get Data Options dialogue appears, click on the '''Options''' button; # Click on the '''Versions''' entry in the left-hand list and double-check and disable any versions you do not need (to ensure the best performance); # Click on the '''Periods''' entry in the left-hand list and disable the '''Weekly Periods''' option unless you need it; # Perform a [[Get Data|Full Get Data]] and start using BudgetLink. <br clear=all /> == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] d7d66e1c319acace5e43df3ac966e08237c9d584 4382 4368 2019-05-06T04:55:14Z Nic 2 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # Click '''Upgrade''' on the menu to see if a new version of ExcerlReportLink is available; # From the website, [[Downloading BudgetLink|download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 522f9e40505ca062ea7d611185b448734a8ebc60 0 774 4357 4237 2019-04-11T10:46:28Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software. The application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder To share it, a single copy must exist in a shared folder which can either be a file in your file server, in Dropbox or OneDrive If installing a new copy of BudgetLink then browse for the shared folder Alternatively you can can [[Moving BudgetLink to a new machine or folder|Move]] an existing installation to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 614c51c624413aa46adfc67ec7dd4e8a73fbc7a2 4358 4357 2019-04-11T23:12:10Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software. The application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder To share it, ensure a single copy exists in a shared folder. This can be either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then choose the shared folder as the intallation path If already installed on a local drive, [[Moving BudgetLink to a new machine or folder|Move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] b5b49cd78f8be569289576786253a02670bdc09b 0 1 4359 4326 2019-04-16T06:24:11Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.4.2.251]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ b6bde492d084eb293a9aed6b7cdde6c1d5907536 4362 4359 2019-04-24T00:32:19Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.4.3.252]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 8384d0560cd4e536ad65966958197ccd0e50f590 4372 4362 2019-05-03T01:32:08Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.5.1.253]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 195181698c59f1006691a4f5ea89c52a1568275d 0 204 4360 4327 2019-04-16T06:24:29Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 8afda1da1059ed2e189ad5f187be6b63d05df7a4 4363 4360 2019-04-24T00:32:34Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ee9c28a5e05a388abd89fed8b704775b24ee3476 4373 4363 2019-05-03T01:32:29Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 952ba7fec0d3a0bd8ce1988eb7adec6861e06e41 0 1039 4361 2019-04-16T06:29:44Z Nic 2 Created page with "BudgetLink v2019.4.2.251 was released on 16/04/2019. == Enhancements == '''MYOB AccountRight Live''' * Added Cash Version for MYOB AccountRight Live. * Added Cash Cd Cr Vers..." wikitext text/x-wiki BudgetLink v2019.4.2.251 was released on 16/04/2019. == Enhancements == '''MYOB AccountRight Live''' * Added Cash Version for MYOB AccountRight Live. * Added Cash Cd Cr Version for MYOB AccountRight Live. * Changed the default MYOB AccountRight location to be cloud and use my.myob account. * Resolved issue for parsing some data for MYOB AccountRight Live which created NaN values. * Enhanced MYOB AccountRight Live for BudgetLink to support up to 10 level of jobs if people use the strange workaround to create additional levels. * Update connection dialogue for MYOB AccountRight to reword CLOUD for ONLINE. '''XERO''' * Implemented credit card balance sheet calculation fix for Xero. * Enhanced Budget Import for XERO to support the xero budget export format for account numbers. '''445 Weekly Periods''' * Enhanced 445 weekly periods to support seperate configurations for each financial year. '''Budget Entry''' * Enhanced Budget Entry to not break formulas if Gross Profit doesn't apply. * Resolved issue with review budgets not working. '''Account Hierarchy''' * Added prompt to change account hierarchy to static when editing mapping. '''Licensing''' * Updated licensing to include Archiving in standard edition. '''Miscellaneous''' * Added prompt to run get data when changing Job Budget options. * Enhanced installer so that both the upgrade source and the destination can be browseable / selectable. * Enhanced installer so that the software is more forgiving when it comes to selecting a folder name. * Enhanced installer so that paths can be viewed, scrolled or fits nicely. * Enhanced installer to default to the self-extracted folder * Enhanced tree structure to calculate quarters, half years and full years on the fly. * Enhanced get data to not fail if installer is still running. * Removed Quarterly and Yearly Budgets and converted them to monthly. == Related Topics == * [[BudgetLink version archive]] 5371a8ac4c9b856ecf332602ca3bbde24cddcbe5 0 1040 4364 2019-04-24T00:33:13Z Nic 2 Created page with "BudgetLink v2019.4.3.252 was released on 24/04/2019. == Enhancements == '''Budget''' * Fixed issue with copying budget data for BudgetLink to save the data correctly. == Re..." wikitext text/x-wiki BudgetLink v2019.4.3.252 was released on 24/04/2019. == Enhancements == '''Budget''' * Fixed issue with copying budget data for BudgetLink to save the data correctly. == Related Topics == * [[BudgetLink version archive]] f66c0f3dcc873ca9fbbd50fa070d7a007e3435bd 0 598 4365 4339 2019-05-01T08:38:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates it's a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8c9b244fb456efe80b3ffb557385f845ac2716a1 4366 4365 2019-05-01T08:39:04Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #Start BudgetLink; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 92f960ba500ef9b6b7da034425e74932d50c6773 0 1022 4369 4284 2019-05-01T23:09:03Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed Its possible for archive to can become out of sync If this occurs the solution is to delete the archive so that during the next get data it will be rebuilt Here's how to do that == Procedure == # [[Open the Manage Data Files form|Open the '''Manage Data Files''' form]] # Select the data file with the corrupted archive and click '''Edit Data File''' # Click the Options Tab # Click '''Delete Archive''' # Click '''Yes''' to confirm # Click OK to close the '''Data file setup''' form 8373066781fea5fe8ccc30189b78b7272c31b795 4370 4369 2019-05-01T23:10:54Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed Its possible for archive to can become out of sync If this occurs the solution is to delete the archive so that during the next get data it will be rebuilt Here's how to do that == Procedure == # [[Open the Manage Data Files form|Open the '''Manage Data Files''' form]] # Select the data file with the corrupted archive and click '''Edit Data File''' # Click the Options Tab # Click '''Delete Archive''' # Click '''Yes''' to confirm # Click OK to close the '''Data file setup''' form == Related == [[Archiving]] 97a727bd8426a6b8248b1fb98dcda1194ff1d933 0 854 4371 4291 2019-05-02T07:13:07Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails or is missing recent data, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version Sometimes it returns a permissions error == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 4caeac827c677c2f8bd917a3a9afd144a675a78a 0 1041 4374 2019-05-03T01:33:53Z Nic 2 Created page with "BudgetLink v2019.5.1.253 was released on 03/05/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced MYOB Live to read the serial number correctly. '''Xero''' * ..." wikitext text/x-wiki BudgetLink v2019.5.1.253 was released on 03/05/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced MYOB Live to read the serial number correctly. '''Xero''' * Enhanced XERO to check serial number and ensure user authorised the correct data file. '''Menu''' * Enhanced menu to have ability to have levels of reports. * Enhanced menu to have a Check for Upgrade button. '''Ribbon''' * Added support button to ribbon. * Added Budget Data Sources button to ribbon. * Added upgrade button to ribbon. '''Miscellaneous''' * Enhanced deleting the archive to ensure all settings are cleared (for consistency sake) and also added prompt to clear archive when increasing the number of historical years. == Related Topics == * [[BudgetLink version archive]] 7b745c34f3fa09a584090669bf735f2c41437aae 0 177 4375 3303 2019-05-06T04:47:20Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the Setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] * [[How to find your BudgetLink Version]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] baad5f0e63a45355349e9a57fe92c3f3d4c76dbe 0 93 4376 4114 2019-05-06T04:48:09Z Nic 2 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkNewOrUpgrade.png |300px|thumb|right|Choose New Installation]] [[File:InstallBudgetLinkNewLocation.png |300px|thumb|right|Choose the location]] [[File:InstallBudgetLinkNewInstallationPath.png |300px|thumb|right|Choose the installation path]] [[File:InstallBudgetLinkNewFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''new users''' installing BudgetLink. If you are an '''existing user''' and wish to upgrade BudgetLink, see [[Upgrading BudgetLink]] instead. To install BudgetLink, follow these instructions. == How to Install BudgetLink == # [[Downloading BudgetLink|Download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''New Installation''' checkbox and then click '''Next'''; # Choose whether to install on the '''Local Machine''' or '''Shared Network Drive''' and click '''Next''' # Click '''Browse''' to choose the installation path or use the default location then click '''Install'''. # Once the installation is complete click '''Start''' === Notes === * If you intend to have multiple users using BudgetLink, we recommend you choose to install to a '''Shared Network Drive'''. All other users will be able to access BudgetLink from this location and will not need to install BudgetLink. == Related Links == * [[Getting Started Guide]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 0dfc16826e88b8cd4be4608a01cd7be12ea06ebe 6 1042 4377 2019-05-06T04:51:49Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1043 4378 2019-05-06T04:51:59Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1044 4379 2019-05-06T04:52:11Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1045 4380 2019-05-06T04:52:21Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1046 4381 2019-05-06T04:52:34Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1047 4383 2019-05-06T04:59:44Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1048 4384 2019-05-06T04:59:54Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1049 4385 2019-05-06T05:00:05Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1050 4386 2019-05-06T05:00:17Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1051 4387 2019-05-06T05:00:27Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 226 4388 4341 2019-05-06T06:00:53Z Jeff 1 wikitext text/x-wiki ==Overview== If you have received a subscription or renewal key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|600px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # Start BudgetLink; # Go to the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 92029b6c8bcb0ab60d463d5db714bdd567035bcc 4389 4388 2019-05-06T06:02:13Z Jeff 1 wikitext text/x-wiki ==Overview== If you have received a subscription or renewal key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|600px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # [[Start BudgetLink]]; # Go to the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the 'Enter License Key' dialogue and click OK. === Notes === * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 546d1acfe6f19a2d195688c1a0a90c8053894411 0 1052 4390 2019-05-06T06:05:28Z Jeff 1 Created page with "== Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] on your desktop. Alter..." wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] To start BudgetLink, double click the [[BudgetLink Shortcut]] on your desktop. Alternatively, browse to the [[BudgetLink Folder]] and double click the BudgetLink.exe === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 078b03c528584469bea358ea9b372d9a033e333e 0 1053 4391 2019-05-06T06:08:12Z Jeff 1 Created page with "== Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|ODBClink Shortcut]] When BudgetLink is first installed it prompts to add a short cut to your desktop Double ..." wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|ODBClink Shortcut]] When BudgetLink is first installed it prompts to add a short cut to your desktop Double click the shortcut to start BudgetLink. To work out where BudgetLink is located, right click the shortcut and choose properties to display the path == Related Topics == * [[Starting ODBClink]] bdcbf573018299dbdd745a9923a284994b98afa5 4392 4391 2019-05-06T06:08:27Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|ODBClink Shortcut]] When BudgetLink is first installed it prompts to add a short cut to your desktop Double click the shortcut to start BudgetLink. To work out where BudgetLink is located, right click the shortcut and choose properties to display the path == Related Topics == * [[Starting BudgetLink]] 82e52982ba83758f255cb56ad96867deca8220b7 0 1054 4393 2019-05-09T01:17:32Z Nic 2 Redirected page to [[Create default account hierarchy]] wikitext text/x-wiki #REDIRECT [[Create default account hierarchy]] d22052f89aa76007827a8918bc65cbb1cef91e6a 0 1055 4394 2019-05-09T01:21:56Z Nic 2 Created page with "== Overview == In order to consolidate data files, BudgetLink requires a default [[Account Hierarchies|account hierarchy]. There are two types of account hierarchies. '''St..." wikitext text/x-wiki == Overview == In order to consolidate data files, BudgetLink requires a default [[Account Hierarchies|account hierarchy]. There are two types of account hierarchies. '''Static Account Hierarchies''' allows you to reorder, renumber and rename accounts as well control how accounts from your data files are mapped. This provides the best flexibility and functionality, especially if your data files have vastly different account hierarchies or come from entirely different accounting products. '''Dynamic Account Hierarchies''' will automatically synchronise with your [[Companies|master data file]]. Any accounts added or removed from your data file will be reflected in the account hierarchy. However, this type of account hierarchy do not allow you to control how accounts are mapped across different data files. Instead, the different data files will be mapped automatically by account number. As such, it is important to ensure accounts are numbered the same and used for the same purpose. == Related Topics == * [[Account Hierarchies]] 26e2873e9d9fc51cac6d20012fc41c2bce51a4e2 0 178 4395 3451 2019-05-13T00:25:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions'' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] b84491cdd7a9f29e3a88527814072f141e0cb06d 0 178 4396 4395 2019-05-13T00:26:02Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 4c8289baef5ade5ccaa2bb419dee576439a1f2e8 4397 4396 2019-05-13T00:30:53Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptions.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] c2958065d0be4af77f4a745f7948e26a11e9a591 4398 4397 2019-05-13T00:31:33Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:OptionsCashVersion.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 0ac7264cda45be98c8a7f71fc3dc87c6cad89f6b 4399 4398 2019-05-13T00:32:00Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] cfb908c74fec70eacba6a49c074fae340c77450e 4401 4399 2019-05-13T00:34:32Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' <break clear=all /> == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 276a589d025df8ec22ca2792855da1f025ebcc74 4402 4401 2019-05-13T00:36:30Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] Accounting Method. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' <br clear=all> == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] ecfec731d957d1be2b4e5ecc5d9dd6aa2f876d23 6 1056 4400 2019-05-13T00:32:33Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 409 4403 1622 2019-05-13T00:50:10Z Nic 2 Redirected page to [[How to enable cash based reporting]] wikitext text/x-wiki #REDIRECT [[How to enable cash based reporting]] a8c3100839ad8fd43550c0b84b89f33743208f89 0 271 4404 4192 2019-05-13T00:56:54Z Nic 2 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] 54a297a1acbef1773c5d5068363d3c78410758e7 0 191 4405 3243 2019-05-16T09:23:28Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Account hierarchies allow you to define additional chart of accounts and map existing accounts in order to report on your data in different ways. These additional account hierarchies can be used for: * Creating a structure against which multiple data files will be consolidated; * Restructuring / reordering your accounts within reports; * Slicing your data file into various entities, departments or areas of interest; * Creating an Acquittal Report; * Creating a structure against which to report cash flow. == Managing Account Hierarchies == BudgetLink allows you to create any number of account hierarchies. For more information, see the following topics: * [[Creating an account hierarchy based on your data file]]; * [[Creating a new account hierarchy from scratch]]; * [[Editing an account hierarchy]]; * [[Exporting an account hierarchy to a file]]; * [[Importing an account hierarchy from a file]]; * [[Removing an account hierarchy]]. == Mapping your data file's accounts to the account hierarchy == If you wish to change how your data file's chart of accounts is mapped to the account hierarchy, see [[Mapping your data file's accounts to the account hierarchy]]. == Using account hierarchies on reports == Once account hierarchies are created, BudgetLink has the capability to control the accounts that appear on reports. For more information, see [[Customising a report to show a specific account hierarchy]]. == Related Topics == * [[Account Sets]] 2f6433690d8fa536f279717737ac7e409886a4dc 0 1 4406 4372 2019-05-23T23:37:48Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.5.2.254]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ f71ce0e2391abf8eac1351165eb06ff938f69640 4409 4406 2019-05-24T03:43:17Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.5.3.255]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ bff387ae04f9fd2ec2e276ccb38cc8687112367c 4416 4409 2019-05-31T01:03:58Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.5.4.256]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ bec311bdaf668b5dcec6308ad3e951a503266f88 4419 4416 2019-06-05T23:10:41Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.6.1.257]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ fc3eccd883350fc5b7a19f04eaea54b418655c9b 4422 4419 2019-06-06T22:20:14Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.6.2.258]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 4c8225362e6d284a13f9817569ca06f656015646 4425 4422 2019-06-16T23:43:00Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.6.3.259]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d0ef1671a3a9a303d6542751156f7f6cd688a9c6 4431 4425 2019-07-09T23:13:47Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.7.2.262]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3a200eecc4e0968fcb1aeffc10d1e4bfbeec04ee 4441 4431 2019-07-17T23:49:37Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.7.4.264]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 81461a3445cbf52f2f297d5f907a07997c0383f1 0 204 4407 4373 2019-05-23T23:38:00Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.5.2.254]] released on 24/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 bedea2b417eecf69b18580d13b7c6f287c441975 4410 4407 2019-05-24T03:43:36Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0b72f1bbe1fcbcc7384efffd85a081d3bcb6d784 4417 4410 2019-05-31T01:04:12Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 608258907b0028aebe649ee21ec48b30cbf85595 4420 4417 2019-06-05T23:11:02Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0f9c0bc6918db43e9a3e473d67ecc8616bba324d 4423 4420 2019-06-06T22:20:25Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 cbfd14e7fed3182dcb21d7c1712e79d41e419958 4426 4423 2019-06-16T23:43:21Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1f9fac522fbcaf4903f47047e08a1cba3483ce4b 4432 4426 2019-07-09T23:14:08Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 2eff9e70a79cce0b561614afad45a6d5ccc34a6d 4442 4432 2019-07-17T23:50:09Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 64c44786c03bdf82534aef05beb4d0231470e8f6 0 1057 4408 2019-05-23T23:40:04Z Nic 2 Created page with "BudgetLink v2019.5.2.254 was released on 24/05/2019. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with cash version for AccountRight Live when invoices have..." wikitext text/x-wiki BudgetLink v2019.5.2.254 was released on 24/05/2019. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with cash version for AccountRight Live when invoices have negative lines. * Fixed issued with Sales, Purchases and Payments when invoices have negative lines. '''Xero''' * Added Accruals (Advanced) for xero which includes detailed purchase data. '''Drilldown''' * Resolved issue with drilldown for Cash version to ensure jobs appear. * Enhanced Years Report to have additional options to produce TD reports. * Enhanced drilldown for advanced accruals to ensure customer name, card name and supplier name appear. '''Miscellaneous''' * Applied enhancement to not created Deleted Accounts where the LastKnownAccountNumber is blank. * Applied enhancement to not created Deleted Categories where the LastKnownCategoryNumber is blank. * Applied enhancement to not created Deleted Jobs where the LastKnownJobNumber is blank. * Fixed menu to ensure items are listed in the correct order. * Upgrade backup taken when upgrading to have the version number as the folder name. * Fixed issue when importing budgets to ensure all fields are populated correctly. * Enhanced alternate financial year to prompt and force a get data. == Related Topics == * [[BudgetLink version archive]] b79950b62dcd25f2a04df55d5d88077d42cd69e0 4411 4408 2019-05-24T03:43:48Z Nic 2 wikitext text/x-wiki BudgetLink v2019.5.2.254 was released on 23/05/2019. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with cash version for AccountRight Live when invoices have negative lines. * Fixed issued with Sales, Purchases and Payments when invoices have negative lines. '''Xero''' * Added Accruals (Advanced) for xero which includes detailed purchase data. '''Drilldown''' * Resolved issue with drilldown for Cash version to ensure jobs appear. * Enhanced Years Report to have additional options to produce TD reports. * Enhanced drilldown for advanced accruals to ensure customer name, card name and supplier name appear. '''Miscellaneous''' * Applied enhancement to not created Deleted Accounts where the LastKnownAccountNumber is blank. * Applied enhancement to not created Deleted Categories where the LastKnownCategoryNumber is blank. * Applied enhancement to not created Deleted Jobs where the LastKnownJobNumber is blank. * Fixed menu to ensure items are listed in the correct order. * Upgrade backup taken when upgrading to have the version number as the folder name. * Fixed issue when importing budgets to ensure all fields are populated correctly. * Enhanced alternate financial year to prompt and force a get data. == Related Topics == * [[BudgetLink version archive]] e575f6b5ba04b3cc58bf6fb62e4cde9fb956feb3 0 1058 4412 2019-05-24T03:44:09Z Nic 2 Created page with "BudgetLink v2019.5.3.255 was released on 24/05/2019. == Enhancements == '''Miscellaneous''' * Resolved issue with crashing at the start when launching software that occurs ..." wikitext text/x-wiki BudgetLink v2019.5.3.255 was released on 24/05/2019. == Enhancements == '''Miscellaneous''' * Resolved issue with crashing at the start when launching software that occurs after startup and as the excel ribbon loads. == Related Topics == * [[BudgetLink version archive]] 333740b5943aa80896b2e4ceba950f1bc16d95a8 0 531 4413 2776 2019-05-26T06:03:53Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === <br clear=all> == Related Topics == [[How to Share BudgetLink on Network]] d7eb152c581cfb658121595dcd27e82c1f488abb 4414 4413 2019-05-26T06:04:23Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] # [[Confirm that your version of BudgetLink is compatible with Drop Box]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === Dropbox synchronises the databases rather than updating them like on a Server. As such only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it <br clear=all> == Related Topics == [[How to Share BudgetLink on Network]] 859b40f6215fb1ae32b4d5ebe8097e8a60224669 0 671 4415 4252 2019-05-30T09:55:28Z Jeff 1 wikitext text/x-wiki The Budget Entry form contains two sections. The left visible side is where budgets get entered into. There is also a section on the right called Source Values. This can be activated in the Customize form. It can be used for displaying last years actual's for example. Once displayed on the right its then possible to copy the data in the source values area to the Budget Entry area for the selected dimensions You can copy values by selecting the values that you want to copy across and then click the Copy button. Values can be selected in either the Budget Entry area or the Source Values area. If you want to select all the cells then click the Select All button To create a budget using Last Years actuals: #Choose the dimensions to show the budget to create ##ie FYear: 2019, Version: Budget #Choose the Source fitlers to display Last Years Actuals ##ie FYear: 2018, Version: Actuals #Click the Select All button #Click the Copy button #Repeat for each job or category or company The Budget Entry side should now contain the same values as the Source Values You can choose to edit the numbers in the Budget Entry side a8fe52f676ebe9297335991563e891d78b097ede 0 1059 4418 2019-05-31T01:04:54Z Nic 2 Created page with "BudgetLink v2019.5.4.256 was released on 31/05/2019. == Enhancements == '''Drilldown''' * Enhanced drilldown on budgets to show 0 values or not. * Enhanced drilldown to be p..." wikitext text/x-wiki BudgetLink v2019.5.4.256 was released on 31/05/2019. == Enhancements == '''Drilldown''' * Enhanced drilldown on budgets to show 0 values or not. * Enhanced drilldown to be protected when editing non-budget data. '''Reports''' * Enhanced Yearly reports to streamline and simplify the customise dialogue. '''Miscellaneous''' * Resolved issue with missing jobs in consolidated company." == Related Topics == * [[BudgetLink version archive]] 6f3c787311c88b74695338af4f4011e68f0be30c 0 1060 4421 2019-06-05T23:12:39Z Nic 2 Created page with "BudgetLink v2019.6.1.257 was released on 06/06/2019. == Enhancements == '''Drilldown''' * Resolved issue with drilldown and budget entry. '''Miscellaneous''' * Resolved iss..." wikitext text/x-wiki BudgetLink v2019.6.1.257 was released on 06/06/2019. == Enhancements == '''Drilldown''' * Resolved issue with drilldown and budget entry. '''Miscellaneous''' * Resolved issues with .net dialogues when using large font scaling. * Resolved issues with .net ribbon when running in 64-bit excel and not being able to read workspaces. * Resolved issues with .net ribbon when installed in Google Drive FS. == Related Topics == * [[BudgetLink version archive]] 8cb877f714d72f522260a1e03d457e0efa355a11 0 1061 4424 2019-06-06T22:20:58Z Nic 2 Created page with "BudgetLink v2019.6.2.258 was released on 07/06/2019. == Enhancements == '''Miscellaneous''' * Resolved issue with AddonsLink.Ribbon.ini file to ensure it gets created in use..." wikitext text/x-wiki BudgetLink v2019.6.2.258 was released on 07/06/2019. == Enhancements == '''Miscellaneous''' * Resolved issue with AddonsLink.Ribbon.ini file to ensure it gets created in users folder to be dropbox and permissions compatible. * Resolved issue with Software Options not being loaded at startup in .NET. * Resolved issue with the AddonsLink.Ribbon causing xml validation messages at startup. == Related Topics == * [[BudgetLink version archive]] 86c54c9fc48af6c39a7856ca63180a94f77aa2b4 0 1062 4427 2019-06-16T23:43:47Z Nic 2 Created page with "BudgetLink v2019.6.3.259 was released on 14/06/2019. == Enhancements == '''Miscellaneous''' * Fixed issue for Auto Upload to work correctly with AddonsLink.Ribbon. * Fixed i..." wikitext text/x-wiki BudgetLink v2019.6.3.259 was released on 14/06/2019. == Enhancements == '''Miscellaneous''' * Fixed issue for Auto Upload to work correctly with AddonsLink.Ribbon. * Fixed issue for 64-bit when editing data files. == Related Topics == * [[BudgetLink version archive]] cdaed78a9eecf5a5431935e0814f9a946a647e01 0 118 4428 4241 2019-07-08T12:35:15Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == BudgetLink stores the information relating to your accounting data file so that it knows how to connect to it. This ensures that you do not need to specify how to connect to your data file each and every time. However, you may need to change this configuration after rolling over, moving or renaming your data file or when user names or passwords are changed. == Changing how BudgetLink connects to your data file == To change how BudgetLink connects to your data file, follow these steps. # [[Open the Manage Data Files Dialog]] # Select your data file from the list displayed and click '''Edit Data File'''; The '''Data file setup''' dialog will display. It will change depending on the account system you connect to # Change any settings required and click '''OK'''; # Click '''Close''' on the Manage Data Files dialogue. === Notes === For more information relating to your specific data file, see the following topics. * [[Connecting BudgetLink to MYOB AccountRight Live|Connecting BudgetLink to MYOB AccountRight Live]] * [[Connecting BudgetLink to MYOB AccountRight 19]] * [[Connecting BudgetLink to MYOB AccountEdge]] * [[Connecting BudgetLink to QuickBooks]] * [[Connecting BudgetLink to Xero]] <br clear=all> == Related Topics == * [[Troubleshooting Get Data Problems]] * [[Re-browse for your MYOB AccountRight Live data file]] * [[Re-connecting to MYOB AccountRight Live after changing the data file name]] * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] ec676fd1a1158afd9a2333205e30332be9ec277d 0 465 4429 4032 2019-07-08T12:37:43Z Jeff 1 wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live is different from a normal upgrade process. == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as the first section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one b1b19a2c1453cae3becd50f5d81360ea33538bd7 4430 4429 2019-07-08T12:39:14Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live requires changing the connect type of an existing data file connection == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as the first section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 98bf163de988aeeefbba61fac075b1657790a712 4440 4430 2019-07-10T11:42:22Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live requires changing the connect type of an existing data file connection == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as the first section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one e3cc822eae34f43baaec38519667c084f4498ccc 0 1063 4433 2019-07-09T23:19:30Z Nic 2 Created page with "BudgetLink v2019.7.2.262 was released on 08/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced get data for MYOBAccountRight Live to retry when certain erro..." wikitext text/x-wiki BudgetLink v2019.7.2.262 was released on 08/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced get data for MYOBAccountRight Live to retry when certain errors are encountered. '''Xero''' * Updated Software to handle new account types of depreciation, inventory, liability, etc. for XERO. * Updated software to calculate advanced accruals correctly when exchange rates are used on purchases for XERO. '''Reports''' * Fixed issue with Job Reports HIDING header accounts. * Fixed issue with dashboard expenses section. * Added company name to dashboard titles. '''Miscellaneous''' * Added option to control if workbooks are backedup when saved. * Applied fix for publishing and adding new reports to a sharepoint workbook. * Enhanced AddonsLink.Ribbon to keep licensing in synch with VBA. * Software will not check read/write access if GetDataOnOpen is not active. * Enhanced RefreshMenu button to Reset the menu completely from scratch. == Related Topics == * [[BudgetLink version archive]] c5214b506bfe7fdfea7f4108c568f51edda83f67 4434 4433 2019-07-09T23:19:53Z Nic 2 wikitext text/x-wiki BudgetLink v2019.7.2.262 was released on 08/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced get data for MYOB AccountRight Live to retry when certain errors are encountered. '''Xero''' * Updated Software to handle new account types of depreciation, inventory, liability, etc. for XERO. * Updated software to calculate advanced accruals correctly when exchange rates are used on purchases for XERO. '''Reports''' * Fixed issue with Job Reports HIDING header accounts. * Fixed issue with dashboard expenses section. * Added company name to dashboard titles. '''Miscellaneous''' * Added option to control if workbooks are backedup when saved. * Applied fix for publishing and adding new reports to a sharepoint workbook. * Enhanced AddonsLink.Ribbon to keep licensing in synch with VBA. * Software will not check read/write access if GetDataOnOpen is not active. * Enhanced RefreshMenu button to Reset the menu completely from scratch. == Related Topics == * [[BudgetLink version archive]] 186b987925bda0bfd9c2b27f1be795e612e11d37 0 88 4435 4280 2019-07-10T10:38:27Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the location. If you do require BudgetLink to be shared with an additional user then move [[BudgetLink Folder]] to a folder which can be shared and then provide access to that folder. Here are the steps to move BudgetLink from one local hard drive to another == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 4edd0210f8c1a3eb06d5077ffa663dd334c2f55c 4436 4435 2019-07-10T10:41:17Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then iether move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive Here are the steps to move BudgetLink from one local hard drive to a new machine or folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 1d1aeba2321892911cb0d084762b9f6398a8d2cd 4437 4436 2019-07-10T10:41:35Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then iether move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; A [[New User Setup Wizard]] will start. If using an older version a [[Transfer Key]] may be required. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 4ba5b41d6a275b932bee81c27eacbc8e9e32db93 4438 4437 2019-07-10T10:42:26Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then iether move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 906c9ed8bdeddba720d447cd37b85eb46d7a60e8 4439 4438 2019-07-10T10:45:30Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out where BudgetLink is installed. You can do this by tracing the path of the shortcut on your desktop. If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] f9d4f229272ec497781a0b61c338c75b1f29986e 0 1064 4443 2019-07-17T23:51:49Z Nic 2 Created page with "BudgetLink v2019.7.4.264 was released on 18/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced error messages for MYOB AccountRight Live to allow user to te..." wikitext text/x-wiki BudgetLink v2019.7.4.264 was released on 18/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Enhanced error messages for MYOB AccountRight Live to allow user to test api for Local or Server data files. * Reworded get data error messages for MYOB AccountRight Live and allow more messages with retry. * Enhanced balance sheet calculation for MYOB AccountRight Live for current and retained earnings. * Enhanced get data for MYOB AccountRight Live to control the start and end date for the data file. '''MYOB AccountRight Classic''' * Enhanced balance sheet calculation for MYOB Classic for current and retained earnings. * Enhanced get data for MYOB Classic to control the start and end date for the data file. '''Xero''' * Fixed issue with out of balance for xero affecting foreign currencies bank accounts. * Fixed issue with out of balance for xero affecting current earnings and retained earnings account. * Reworded get data error messages for Xero and allowed more messsages with retry. '''Reports''' * Enhanced filters for companies to allow multi-selection. == Related Topics == * [[BudgetLink version archive]] 252c8a5e69f9552e6170cd6594facb0769412e1d 0 1065 4444 2019-07-22T02:00:16Z Nic 2 Redirected page to [[A runtime exception occurred in the XERO API]] wikitext text/x-wiki #REDIRECT [[A runtime exception occurred in the XERO API]] 84ca498b098596461d086802bb6f97f8f448e113 0 1066 4445 2019-07-22T02:01:35Z Nic 2 Created page with "== Overview == This error occurs when a runtime exception (e.g. programming or data problem) occurs within the XERO api. Possible cause include: * Data corruption or issues;..." wikitext text/x-wiki == Overview == This error occurs when a runtime exception (e.g. programming or data problem) occurs within the XERO api. Possible cause include: * Data corruption or issues; * Xero API problems. Depending on the cause of the issue, we recommend you wait 1 hour to 1 day as the issue could resolve itself. If the problem persists, we recommend you [http://accountingaddons.com.au/contact-us contact Accounting Addons]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] [[Category:Troubleshooting]] cae1d5e5f63da211c4c087ac70b1beb06ef1a1ab 0 956 4446 4276 2019-07-22T02:02:00Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[The data received from the Xero API was badly formed and could not be parsed]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[The connection to the XERO server was terminated abnormally]] * [[A runtime exception occurred in the XERO API]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 4b0383a33dad2bc7dc9bd179fad1636727c827c7 0 1067 4447 2019-07-22T03:53:17Z Nic 2 Redirected page to [[Errors occurred creating Internet Explorer]] wikitext text/x-wiki #REDIRECT [[Errors occurred creating Internet Explorer]] 9eaf440779ac1703bcb2b4ed977164be9aedc5ec 0 1068 4448 2019-07-22T03:57:41Z Nic 2 Created page with "== Overview == In order for BudgetLink to download data from MYOB AccountRight Live, Internet Explorer must be installed. == Windows 10 == If using Windows 10, you may need ..." wikitext text/x-wiki == Overview == In order for BudgetLink to download data from MYOB AccountRight Live, Internet Explorer must be installed. == Windows 10 == If using Windows 10, you may need to turn it on. For more information see [https://support.microsoft.com/en-au/help/4026136/windows-10-use-internet-explorer https://support.microsoft.com/en-au/help/4026136/windows-10-use-internet-explorer]. == Other Users == On some machine, you may also need to '''Run BudgetLink As Administrator'' in order to ensure it can interact with Internet Explorer. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 0628473b7b5bc262d4fa07dd9a9f3907d0d83f27 0 542 4449 4316 2019-07-22T04:00:30Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not connect to MYOB data file]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Errors occurred creating Internet Explorer]] * [[Unknown MYOB AccountRight Live Error]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] e6b79622ebbc92154cdd2f69ddd759ec515e322f 6 122 4450 440 2019-07-22T23:09:45Z Nic 2 Nic uploaded a new version of &quot;[[File:MYOBAccountRightClassicDataFileSetup.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 120 4451 3922 2019-07-22T23:20:56Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #; See [[Changing how BudgetLink connects to your data file]] for more information; # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Set the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 88ff7ce2fd78b3228da3fa2fc30a8a6696cb12f7 4452 4451 2019-07-22T23:21:19Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''. We do recommend you leave it with the default of '''TCPIP'''; # Set the '''ODBC Driver''' as '''(Auto Detect)''' unless you experience issues with BudgetLink detecting the correct ODBC driver for your data file; # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo''' # Leave the '''MYOB EXE Path''' blank; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 47833b0b8e259ece8014e67f925ebce263b05ab9 4453 4452 2019-07-22T23:23:59Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Choose the '''Network Protocol'''; #: We do recommend you leave it with the default of '''TCPIP'''. # Set the '''ODBC Driver''' as '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] a77c55a6dccedbd3552e5101d0fa2071e0ea8739 4454 4453 2019-07-22T23:25:01Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; # Set the '''Network Protocol''' to '''TCPIP'; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 0717e5eac4279a102b5aeff580ea1236411bf292 4455 4454 2019-07-22T23:25:31Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. # Set the '''Network Protocol''' to '''TCPIP'; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 93da7e037a1dddf01517deb7f8fe82ae46133ace 4456 4455 2019-07-22T23:25:50Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. # Set the '''Network Protocol''' to '''TCPIP'; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 89c1daf0e22dddb7ae22139c1933515d12fbf912 4457 4456 2019-07-22T23:26:29Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or lower, follow these steps. You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. # Set the '''Network Protocol''' to '''TCPIP'''; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] ddcebb6e68959538bbae84f9c4ad05c3e2c704b6 4458 4457 2019-07-22T23:27:33Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or prior, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: See [[Changing how BudgetLink connects to your data file]] for more information. # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. # Set the '''Network Protocol''' to '''TCPIP'''; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 1462e808a41dd22e0a020102ba344ee33ae1fdc1 4459 4458 2019-07-22T23:29:20Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or prior, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. # Set the '''Network Protocol''' to '''TCPIP'''; #: Choose a different network protocol only if you experience issues running a get data; # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it. # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] f15219c9985fda298e43d7b76a48d8758e9931e8 4460 4459 2019-07-22T23:29:41Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight or Lower]] To connect BudgetLink with MYOB AccountRight v19 or prior, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or lower. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or lower}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 56e78416f04cced471d7263f04136608a114500d 4461 4460 2019-07-22T23:30:17Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 35d314a091de09749d4998c7167156ecb9929032 4462 4461 2019-07-22T23:30:30Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # At '''Data File Type''' select '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] b604b9c984ea0de89a3f0a24da7e036efaa34533 4463 4462 2019-07-22T23:30:55Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the first '''Browse''' button to browse to your data file; It should have the file extension '''.myo'''. # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] f355f8e46537ba5da5a8743b9402fd4290ccd504 4464 4463 2019-07-22T23:31:29Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file; #; ''Your data file will have a '''.myo''' file extension.'' # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] b97e578656f6956fc248fab4efd9fafb0db085f3 4465 4464 2019-07-22T23:31:43Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file; #: ''Your data file will have a '''.myo''' file extension.'' # Follow the prompts to test the data file connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 5c270e6b1ea5593d35c8658d7dca2aade905b824 4466 4465 2019-07-22T23:32:18Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file, select it and follow the prompts to test the connection; #: ''Your data file will have a '''.myo''' file extension.'' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] b4728fe117fdeb9892aea63aa664c663fb569402 4467 4466 2019-07-22T23:33:09Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or Lower]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Set the '''Connection Type''' to '''Connect to data file by BROWSING to file'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file, select it and follow the prompts to test the connection; #: ''Your data file will have a '''.myo''' file extension.'' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 5d2c41a548bf30786af455d7a06962b748963453 4468 4467 2019-07-22T23:35:11Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight 19 or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or prior]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Set the '''Connection Type''' to '''Connect to data file by BROWSING to file'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file, select it and follow the prompts to test the connection; #: ''Your data file will have a '''.myo''' file extension.'' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] b2e29097266c2e39bfc9e44bcefd5c69016a5ab6 4478 4468 2019-07-23T01:42:32Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Classic]] data file. == Requirements == You will need to have the [[Installing the MYOB ODBC driver|MYOB ODBC driver installed]] before hand. == Connecting BudgetLink to MYOB AccountRight 19 or prior == [[File:MYOBAccountRightClassicDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight 19 or prior]] To connect BudgetLink with MYOB AccountRight 19 or prior, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight 19 or prior'''; # Set the '''Connection Type''' to '''Connect to data file by BROWSING to file'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Set the '''Network Protocol''' to '''TCPIP'''; #: ''Choose a different network protocol only if you experience issues running a get data;'' # Set the '''ODBC Driver''' to '''(Auto Detect)'''; #: ''Choose the correct ODBC driver only if you experience issues with BudgetLink trying to detect it.'' # Click the '''Browse''' button to browse to your data file, select it and follow the prompts to test the connection; #: ''Your data file will have a '''.myo''' file extension.'' # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight 19 or prior. {{#ev:youtube|2ZrZNIPqY-M|560|left|BudgetLink Getting Started for MYOB AcccountRight 19 or prior}} <br clear=all> == Related Topics == * [[Installing the MYOB ODBC driver]] * [[Changing how BudgetLink connects to your data file]] 8a637552c43a80fe56649314b3cb84acdf6f67f6 0 809 4469 3585 2019-07-23T01:02:43Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the LOCAL library # Click the Browse button to select your data file; # Select the data file to connect to and click OK; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 5dfc8c08b03fd4c8186df08fb2d819b70aa2ec68 4473 4469 2019-07-23T01:30:47Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in the LOCAL library'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] e3cac5281241cefe72cbe2c3e6a75e77be9531b2 4474 4473 2019-07-23T01:32:39Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Procedure == [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in the LOCAL library'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 045e3f2b4f08f64072172174c44f955e2ab5887a 4483 4474 2019-07-23T02:26:56Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Procedure == [[File:MYOBAccountRightLiveDataFileSetupLocal.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in the LOCAL library'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] f625f92d85b78ad7ed35e57bcad6fddc15233f7e 4487 4483 2019-07-23T02:28:43Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on your local machine. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Local Machine''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] == Procedure == [[File:MYOBAccountRightLiveDataFileSetupLocal.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]] To connect BudgetLink to your MYOB AccountRight Live data file located on your local machine, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in the LOCAL library'''; # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 012bc5eab5f16a8db7f1b819b3f84247173863ce 0 810 4470 3582 2019-07-23T01:02:47Z Nic 2 wikitext text/x-wiki == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the Data File Setup dialogue. See Changing how BudgetLink connects to your data file for more information; # Enter Company Name; # Select MYOB AccountRightLive or prior as the Data File Type; # Choose to Connect to MYOB data file in the SERVER library # If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located; # Click the Browse button to select your data file; # Enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run your first Get Data. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] b0135f944cfe3e5e585bdf1cf7f7bf925d39cb48 4475 4470 2019-07-23T01:34:59Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a server. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in a SERVER library'''; # Enter the '''Server Name''' and '''Port Number''' for the server; #: ''The '''Server Name''' can either be the name of the machine or an IP addresss.'' #: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.'' # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 73ccb66dbdaace7bbb0bcfa4a32f7dfbea262286 4484 4475 2019-07-23T02:27:00Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a server. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Data File Setup on Local Machine]] # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in a SERVER library'''; # Enter the '''Server Name''' and '''Port Number''' for the server; #: ''The '''Server Name''' can either be the name of the machine or an IP addresss.'' #: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.'' # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 052fe0c52f45235b0d197a44368facbb22e79b95 4486 4484 2019-07-23T02:28:39Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a server. == Requirements == Before Connecting BudgetLink to [[MYOB AccountRight Live]] on a '''Server''', please ensure that the following tasks has been done. Perform a [[Manually testing a connection to MYOB AccountRight Live |manual testing]] to check whether your API is working. * [[Installing the MYOB AccountRight Live API]] * [[Starting the MYOB AccountRight Live services]] ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]] # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is in a SERVER library'''; # Enter the '''Server Name''' and '''Port Number''' for the server; #: ''The '''Server Name''' can either be the name of the machine or an IP addresss.'' #: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.'' # Enter the '''User Name''' and '''Password''' to connect to your data file; #: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 20226bac61ff86f664e5592d24c631135966f2a9 0 811 4471 4349 2019-07-23T01:02:52Z Nic 2 wikitext text/x-wiki == Overview == This support note shows you how to connect BudgetLink to your MYOB AccountRight Live data file located in the Cloud It can connect from any PC which has an internet connection. You will require your MYOB logon credentials and separate MYOB data file username and password if you have one set up MYOB or its API's are not required for this connection ==Procedure== [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] # Go to the [[Changing how BudgetLink connects to your data file|Data File Setup dialogue]]; # Enter Company Name; # Select MYOB AccountRightLive 20YY or prior as the Data File Type; # Choose to Connect to MYOB data file in the CLOUD using MY.MYOB account only OR Connect to MYOB data file in the CLOUD using datafile USERNAME and PASSWORD; ## If you log onto MYOB first with an email address and then have a second user name and password then choose the USERNAME and PASSWORD option # Click the Select(Browse) button to select your data file; # Log in to your my.MYOB account and click the Allow Access button; # Select the data file to connect to and click OK; # If applicable, enter the User Name and Password to connect to your data file; # If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account; # Click OK to close the Data File Setup dialogue; # Click Close to close the Manage Data Files dialogue; # Run a Get Data. === Notes === * We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports. * When connecting to an MYOB data file located in the cloud, you must first login in to your MY.MYOB account. This ensures that no third-party tool can connect to your data without authorisation. <br clear=all> === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] bee7a2b799b9677522f585707ed08d5b2ddcf6ab 4476 4471 2019-07-23T01:41:26Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). == Requirements == You will need to have an active internet connection on the PC. You will require your MY.MYOB login uswername and password. You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file. Note that MYOB or its API's are not required for this connection. == Procedure == [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)'''; # Set the '''Login Type''' to '''Use MY.MYOB Account'''; #: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.'' #: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 55e955fd817dcfe189e802f399b32674e8ff6e0a 4477 4476 2019-07-23T01:42:01Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). == Requirements == You will need to have an active internet connection on the PC. You will require your MY.MYOB login uswername and password. You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file. == Procedure == [[File:MYOBAccountRightLiveDataFileSetupCloud1.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:MYOBAccountRightLiveDataFileSetupCloud2.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)'''; # Set the '''Login Type''' to '''Use MY.MYOB Account'''; #: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.'' #: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] de9e82bfb5364b17c1e140315fbfd10303ef81e7 4485 4477 2019-07-23T02:27:40Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). == Requirements == You will need to have an active internet connection on the PC. You will require your MY.MYOB login uswername and password. You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file. == Procedure == [[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)'''; # Set the '''Login Type''' to '''Use MY.MYOB Account'''; #: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.'' #: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] aea3e542ccd7aae08b31adf57d7237f30bcf3fb5 4488 4485 2019-07-23T02:28:48Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). == Requirements == You will need to have an active internet connection on the PC. You will require your MY.MYOB login uswername and password. You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file. == Procedure == [[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]] To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)'''; # Set the '''Login Type''' to '''Use MY.MYOB Account'''; #: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.'' #: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] e4327a478f4f645094873cbcc0986abb8c56aec6 0 117 4472 4351 2019-07-23T01:03:03Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located on a local machine, server or in the cloud. The steps involved depends where your data file is located. * [[Connecting BudgetLink to MYOB AccountRight Live Data File Online | Data File is Online]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Local Machine | Data File is on Local Machine]] * [[Connecting BudgetLink to MYOB AccountRight Live Data File on Server | Data File is on Server]] == Related Topics == * [[Changing how BudgetLink connects to your data file]] 592ce46ee74369daa4aae08580a76cfc003dce75 6 121 4479 437 2019-07-23T02:25:07Z Nic 2 Nic moved page [[File:MYOBAccountRightLiveDataFileSetup.png]] to [[File:MYOBAccountRightLiveDataFileSetupCloud.png]] without leaving a redirect wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4480 4479 2019-07-23T02:25:32Z Nic 2 Nic uploaded a new version of &quot;[[File:MYOBAccountRightLiveDataFileSetupCloud.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1069 4481 2019-07-23T02:25:45Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 711 4482 2881 2019-07-23T02:26:26Z Nic 2 Nic uploaded a new version of &quot;[[File:MYOBAccountRightLiveDataFileSetupServer.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 125 4489 3656 2019-07-23T04:44:53Z Nic 2 Nic uploaded a new version of &quot;[[File:XeroDataFileSetup.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 875 4490 3655 2019-07-23T04:46:14Z Nic 2 Nic uploaded a new version of &quot;[[File:XeroDataFileSetupPrivate.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1070 4491 2019-07-23T04:47:35Z Nic 2 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 126 4492 3659 2019-07-23T04:50:49Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] To connect BudgetLink with Xero, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)'''; # Click '''Select''' and login to the xero website to choose your data file; # Click on the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] c627241bf862a83b3e39c2280c55faa238453df6 4494 4492 2019-07-23T05:14:32Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] To connect BudgetLink with Xero, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)'''; # Click '''Select''' and login to the xero website to choose your data file; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] 0fc19f6a59749e7eedf218cfa729b87988fa87f1 0 876 4493 3661 2019-07-23T05:12:08Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. Note that should you no longer want to use BudgetLink, you will need to revoke XERO access from BudgetLink. See [[Removing a private application from Xero]] for further information. == Requirements == Prior to configuring BudgetLink, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. You will also need to setup a private application in Xero. See [[Creating a private application in Xero]] for more information. == How to connect BudgetLink to Xero using a private certificate == [[File:XeroDataFileSetupPrivate.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink to XERO using a private certificate, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero using your own private certificate'''; # Enter the '''Consumer Key''' and '''Consumer Secret''' generated when you [[Creating a private application in Xero|created a private application in Xero]]; # Click the '''Browse''' button next to '''Private Key''' to browse your [[Creating an X509 certificate using OpenSSL|private key PEM file]]; # Click the '''Test''' button to ensure the connection is created correctly; # If using '''Jobs''' or '''Categories''', click '''Refresh Lists'''; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. <br clear=all /> == Related Topics == * [[Connecting BudgetLink to Xero]] 859e5a9b1465b35ee22fc920cb276d3e1c7fe712 4495 4493 2019-07-23T05:14:39Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. Note that should you no longer want to use BudgetLink, you will need to revoke XERO access from BudgetLink. See [[Removing a private application from Xero]] for further information. == Requirements == Prior to configuring BudgetLink, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. You will also need to setup a private application in Xero. See [[Creating a private application in Xero]] for more information. == How to connect BudgetLink to Xero using a private certificate == [[File:XeroDataFileSetupPrivate.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink to XERO using a private certificate, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero using your own private certificate'''; # Enter the '''Consumer Key''' and '''Consumer Secret''' generated when you [[Creating a private application in Xero|created a private application in Xero]]; # Click the '''Browse''' button next to '''Private Key''' to browse your [[Creating an X509 certificate using OpenSSL|private key PEM file]]; # Click the '''Select''' button to ensure the connection is created correctly; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. <br clear=all /> == Related Topics == * [[Connecting BudgetLink to Xero]] 061d3514c42a8fdf1a9175d5c2b32452e758d910 0 811 4496 4488 2019-07-24T03:35:13Z Jeff 1 /* Requirements */ wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[MYOB AccountRight Live]] data file located online (in the cloud). == Requirements == You will need to have an active internet connection on the PC. You will require your MY.MYOB login username and password. You may also need a separate MYOB data file username and password unless you have linked your MY.MYOB login to a specific user in the data file. == Procedure == [[File:MYOBAccountRightLiveDataFileSetupCloud.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]] [[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]] To connect BudgetLink to your MYOB AccountRight Live data file located online follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''MYOB AccountRight Live'''; # Set the '''Data File Location''' to '''Data file is ONLINE (in the CLOUD)'''; # Set the '''Login Type''' to '''Use MY.MYOB Account'''; #: ''In some instances, you may need to set it to '''Use explicit data file USER NAME AND PASSWORD''' and enter an additional '''User Name''' and '''Password'''.'' #: ''If this is the case, we recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure BudgetLink has access to all data required to run your reports.'' # Click the '''Select''' button to select your data file, login to the MY.MYOB website, select your data file from a list and test the connection; # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run the [[Get Data]] to pull in the latest data from the configured data file. === Video === This getting started video will show you how to connect BudgetLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud. {{#ev:youtube|pNr5mKFJXrA|560|left|BudgetLink Getting Started for MYOB AcccountRight Live}} <br clear=all> == Related Topics == * [[Re-browse for your MYOB AccountRight Live data file]] * [[Connecting BudgetLink to MYOB AccountRight Live]] * [[Changing how BudgetLink connects to your data file]] * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] 7e8ddae4622dbedf32febafc7b93d102d28c62df 0 1 4497 4441 2019-07-24T22:53:25Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.7.5.265]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ fba2de5af12a475eee9d5bda9a36548bc4a34351 4513 4497 2019-08-13T02:00:55Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.8.1.266]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 12f18c2e93231ec36c05cde9c6db2a5fc58efac9 4521 4513 2019-08-23T01:29:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.8.2.267]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 23904139760e30c197b68bcde98ca28e040a471d 4536 4521 2019-09-02T23:11:04Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.8.3.268]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ adcd5b48b0548f023cf18a1324db3ff985f341ae 4540 4536 2019-09-10T05:00:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.9.1.269]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 95d7f2afbfbd492dbaebfde511bd72abb40db38f 4543 4540 2019-09-25T04:18:49Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.9.2.270]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 46dd342db50a687510412a07d829debc1d55e8f4 0 204 4498 4442 2019-07-24T22:53:39Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 509e5d7ac43f018e4ab9a4467eaa56952ae9b472 4514 4498 2019-08-13T02:01:13Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 3658bc92dd06b1f245cae9a3f0d4e52925fe4c75 4522 4514 2019-08-23T01:29:15Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1310b0d3e1902e72e64135b8915a98fe447e9f98 4537 4522 2019-09-02T23:11:27Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 c6136a36ea4a9027d4391f84295c5b6ce9d0b82b 4541 4537 2019-09-10T05:01:59Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 998077fae43b633bf97a644532f03242cf8f8f97 4544 4541 2019-09-25T04:19:05Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 855b443be2e6d06d9bde37e3678297d95e0a3477 0 1071 4499 2019-07-24T22:55:51Z Nic 2 Created page with "BudgetLink v2019.7.5.265 was released on 25/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Resolved issues with double quotes in data for MYOB AccountRight Live...." wikitext text/x-wiki BudgetLink v2019.7.5.265 was released on 25/07/2019. == Enhancements == '''MYOB AccountRight Live''' * Resolved issues with double quotes in data for MYOB AccountRight Live. '''Xero''' * Resolved issues with double quotes in data fro Xero. * Added error handling for runtime exception in Xero API. * Added option to ""Refresh data created or modified X months ago"" for Xero. '''Miscellaneous''' * Resolved issues with Getting Started Guide button on Setup routine. * Removed protection from drilldown to allow filtering and still support budget entry. * Resolved issues when managing workspace to select the last workspace correctly. * Resolved issue with Monthly Reports which would not remove blank rows if unticked. == Related Topics == * [[BudgetLink version archive]] 780e97095a4cd94d7b80a0eacc5b13b4827bfc30 0 400 4500 3453 2019-07-26T01:56:22Z Jeff 1 /* Notes */ wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to the Standard Edition or above. To subscribe to a higer edition [https://accountingaddons.com.au/budgetlink/subscribe// Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 0a8d9deb1e9ce33f68b24630bce5fc21ef86c862 4501 4500 2019-07-26T01:58:32Z Jeff 1 /* How to enable or disable the Accruals (Categories) version */ wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; #; If you dont require actual data by job then you can untick '''Enable Actuals Version''' # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to the Standard Edition or above. To subscribe to a higer edition [https://accountingaddons.com.au/budgetlink/subscribe// Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 2f572df5011cffcbbd1ee46bd6964a80bfa0281d 4502 4501 2019-07-26T01:59:05Z Jeff 1 /* How to enable or disable the Accruals (Categories) version */ wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; #: If you dont require actual data by job then you can untick '''Enable Actuals Version''' # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to the Standard Edition or above. To subscribe to a higer edition [https://accountingaddons.com.au/budgetlink/subscribe// Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 9ed9222a543789d0c0564fb14991828fb5a0d1c4 4503 4502 2019-07-26T01:59:39Z Jeff 1 /* How to enable or disable the Accruals (Categories) version */ wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Categories)''' version allows you to produce reports on an accruals basis, and by Categories. By default this version is disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Categories) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Categories) Version'''; #: If you dont require actual data by job then you can untick '''Enable Actuals Version''' and this will make the get data run faster. # Select '''Categories''' from the list on the left-hand side in the User Options dialogue; # Tick or untick '''Disable Categories'''; # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == How to use the Accruals (Categories) version == Once the '''Accruals (Categories)''' version is enabled, follow these steps to use the version on your report. # From the '''Main Menu''', click on the report required # Click on the '''Custmomise''' button; # Select the '''Filters''' tab; # Select '''Actual Version''' or '''Versions''' from the list on the left-hand side; # Select the '''Accruals (Categories)''' version; # Click '''OK''' to refresh the report; == Notes == This version is available during the trial period or when subscribed to the Standard Edition or above. To subscribe to a higer edition [https://accountingaddons.com.au/budgetlink/subscribe// Click Here].''' <br clear=all /> == Related Topics == * [[Accruals]] * [[How To Guides]] [[Category:How To Guides]] 7e02c9f0ee91f1fcba3c18e9e2b3d524c02acf13 0 679 4504 4041 2019-07-30T05:40:15Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to [[Moving ODBClink to a new machine or folder|move]] it to your server If you are currently registered fro the Free Edition you will need to upgrade to the Standard Edition or above before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] 2bc5e56d7f3800f358be80c8166b0c46f35ec8d6 4505 4504 2019-07-30T05:40:43Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to [[Moving BudgetLink to a new machine or folder|move]] it to your server If you are currently registered fro the Free Edition you will need to upgrade to the Standard Edition or above before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # Cut and paste the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] 27bd9ed8b1d3730557018c314c513aceb2820708 4506 4505 2019-07-30T05:42:20Z Jeff 1 /* How to move BudgetLink to a folder on Network */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to [[Moving BudgetLink to a new machine or folder|move]] it to your server If you are currently registered fro the Free Edition you will need to upgrade to the Standard Edition or above before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # [[Moving BudgetLink to a new machine or folder|Move it]] to the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names ,click '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] 14e23e25727e1499371eb3039665b3b2e4858725 0 624 4507 3929 2019-08-09T00:06:58Z Nic 2 Nic moved page [[From a Budget Template]] to [[Importing Budgets from a Budget Template]] wikitext text/x-wiki == Importing Budgets from a Budget Template == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Relates Topics == [[Creating Budget Templates]] b3de31953d04164bb3279a3eb056757eec31db98 4511 4507 2019-08-09T00:08:53Z Nic 2 wikitext text/x-wiki == Overview == Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [Creating Budget Templates|Creating Budget Templates]] for more information. == Procedure == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Relates Topics == [[Creating Budget Templates]] f4d8603a2d3da2a508832a256f4ef1e43b842ad0 4512 4511 2019-08-09T00:09:24Z Nic 2 wikitext text/x-wiki == Overview == Budget templates can be created so that Managers can complete or update [[Budgets|budgets]] without requiring access to BudgetLink. The budget data in these marked up workbooks can then easily be imported into BudgetLink. See [[Creating Budget Templates|Creating Budget Templates]] for more information. == Procedure == [[File:ImportBudgetMarkedUpWorkbook.png|300px|thumb|right|Importing budgets dialogue from a budget template.]] If you have used the [[Creating Budget Templates|Create Budget Template]] functionality to work through your budget, follow these instructions to import your budget. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Budget Template'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # Browse for and select the desired workbook and click '''Open'''; # If you wish to import comments as well, click '''Yes''' to the next message; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # Confirm the '''Budget Version''' for which to import; # Confirm the '''Company''' for which to import; # Confirm the '''Financial Year''' for which to import; # Click '''OK''' on the Import Budget Data dialog box to import the data; # A list of worksheets will be displayed. Tick the sheets you wish to import and click OK; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * When importing budgets, you can use the 'Clear and Update' action to clear all values prior to importing. For more information see, [[Clearing values prior to importing budgets]]. == Relates Topics == [[Creating Budget Templates]] f2a4741934be42de7c35579d44632b973ee962db 0 1072 4508 2019-08-09T00:06:58Z Nic 2 Nic moved page [[From a Budget Template]] to [[Importing Budgets from a Budget Template]] wikitext text/x-wiki #REDIRECT [[Importing Budgets from a Budget Template]] f3a0f41a0b11b293537c35dbd2e198e159b28b40 0 808 4509 3316 2019-08-09T00:08:01Z Nic 2 wikitext text/x-wiki == Importing Budgets from an Excel Workbook == [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] == Overview == If you have created a [[Budgets|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. Alternatively, you may also [[Importing Budgets from a Budget Template|import budgets from a Budget Template]]. == Procedure== # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 17c51d773adadd293071c5e6eda227fdc91dffbd 4510 4509 2019-08-09T00:08:24Z Nic 2 wikitext text/x-wiki == Overview == If you have created a [[Budgets|budget]] in an Excel Workbook, follow these instructions to import it. You will need to ensure that each Worksheet contains, at a minimum the [[Accounts|account numbers]] and [[Periods|periods]] the budget relates to. Alternatively, you may also [[Importing Budgets from a Budget Template|import budgets from a Budget Template]]. == Procedure== [[File:ImportBudgetWorksheet.png|300px|thumb|right|Importing budgets dialogue from a custom spread sheet.]] # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Utilities''' link in the menu; # From the Utilities page, click on '''Import from Worksheet'''; # Click '''Yes''' to take a backup of your budgets, prior to importing; # In the '''Action''' list and choose whether to '''Update''' the budget data in BudgetLink (if any) with the data to be imported, or whether to '''Add''' or '''Subtract''' the data to be imported; # In the '''Data Type''' list and choose whether the data to be imported is '''Movement''' or '''Balance''' data; # In the '''Workbook''' list and select the desired workbook. If it does not appear, you can use the '''Browse''' button to open your workbook; # In the '''Worksheet''' list and select the desired worksheet; # Select the '''Budget Version''' for which to import; # Select the '''Company''' for which to import; # Select the '''Financial Year''' for which to import; # Click on the '''…''' button to the right of '''Accounts Range''' and highlight on your spreadsheet the accounts for which you wish to import data then click '''OK'''; # Click on the '''…''' button to the right of '''Months Range''' and highlight on your spreadsheet the months for which you wish to import data and click '''OK'''; # Select the '''Job''' for which to import. If you have multiple jobs in your spreadsheet, tick the '''Use Range''' checkbox instead. Then click on the '''…''' button to the right of '''Jobs Range''' and highlight on your spreadsheet the jobs for which you wish to import data then click '''OK'''; # Click '''OK''' on the Import Budget Data dialog box to import the data; # Once the import has finished, click '''OK''' on the confirmation dialogue. After importing, it is recommended that you review the imported budget data. You can do so from the Budget Entry Screens. For further information, see [[Entering Budgets]]. === Notes === * If you have more than one row or column for the same account, BudgetLink will automatically add the values together when they are imported. * If you have created an annual budget rather than a monthly budget, ensure that the data is under a column labelled Annual. When imported into BudgetLink, the annual amounts will automatically be split evenly across all months in the financial year. 5c5d04eac598c46f955eea041ba988f17e0643ee 0 1073 4515 2019-08-13T02:02:08Z Nic 2 Created page with "BudgetLink v2019.8.1.266 was released on 13/08/2019. == Enhancements == '''Account Hierarchies''' * Added Account Hierarchy user defined fields. '''MYOB AccountRight Live''..." wikitext text/x-wiki BudgetLink v2019.8.1.266 was released on 13/08/2019. == Enhancements == '''Account Hierarchies''' * Added Account Hierarchy user defined fields. '''MYOB AccountRight Live''' * Updated the error message handling when setting up MYOB AccountRight Live data file. '''Miscellaneous''' * Enhanced software to pass in the serial number when subscribing. * Added error message when opening menu. == Related Topics == * [[BudgetLink version archive]] 51d688b62d5f1e211be7959b85d11e2a26ac242a 4516 4515 2019-08-13T02:02:37Z Nic 2 wikitext text/x-wiki BudgetLink v2019.8.1.266 was released on 13/08/2019. == Enhancements == '''Account Hierarchies''' * Added Account Hierarchy user defined fields. '''MYOB AccountRight Live''' * Updated the error message handling when setting up MYOB AccountRight Live data file. '''Xero''' * Resolved issue refreshing transaction data for Xero. '''Miscellaneous''' * Enhanced software to pass in the serial number when subscribing. * Added error message when opening menu. == Related Topics == * [[BudgetLink version archive]] 1a3daafd5835a85ef3da67f3ebc1fa76b54a0e5f 0 612 4517 2319 2019-08-19T03:12:46Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink timed out when connecting to MYOB AccountRight Live. This can occur for a number of reasons: * slow internet; * issues on your pc; * issues with your internet ISP, server or router; * issues on the Xero server. Should this error occur, we recommend you click retry and attempt reconnecting to MYOB AccountRight Live. [[Category:Troubleshooting]] 34ab0502060bc79db81b797e07f50f947b593357 4518 4517 2019-08-19T03:13:42Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink timed out when connecting to MYOB AccountRight Live. This can occur for a number of reasons: * slow internet; * issues on your pc; * issues with your internet ISP, server or router; * issues on the MYOB AccountRight servers. Should this error occur, we recommend you click retry and attempt reconnecting to MYOB AccountRight Live. [[Category:Troubleshooting]] f4d592da38824024b99af9b572c918814a75f5ed 0 1074 4519 2019-08-19T03:14:58Z Nic 2 Created page with "== Overview == BudgetLink timed out when connecting to MYOB AccountRight Live. This can occur for a number of reasons: * slow internet; * issues on your pc; * issues with yo..." wikitext text/x-wiki == Overview == BudgetLink timed out when connecting to MYOB AccountRight Live. This can occur for a number of reasons: * slow internet; * issues on your pc; * issues with your internet ISP, server or router; * issues on the Xero servers. Should this error occur, we recommend you click retry and attempt reconnecting to MYOB AccountRight Live. [[Category:Troubleshooting]] d82ec6974a97bf50e5ef3f9269b61f15da8f928e 0 1075 4520 2019-08-19T03:16:12Z Nic 2 Redirected page to [[BudgetLink timed out when connecting to Xero]] wikitext text/x-wiki #REDIRECT [[BudgetLink timed out when connecting to Xero]] 933dbb8951475edc62e1b00f2243306fc0f10787 0 1076 4523 2019-08-23T01:30:50Z Nic 2 Created page with "BudgetLink v2019.8.2.267 was released on 23/08/2019. == Enhancements == '''MYOB AccountRight Live''' * Devised additional fix to handle double quotes better in some exceptio..." wikitext text/x-wiki BudgetLink v2019.8.2.267 was released on 23/08/2019. == Enhancements == '''MYOB AccountRight Live''' * Devised additional fix to handle double quotes better in some exceptions. '''Xero''' * Devised additional fix to handle double quotes better in some exceptions. * Enhanced Accruals (Jobs) for Xero to ensure it calculates unrealised/realised currency gains by job. * Enhanced get data for xero to pull data journals modified since 1 year ago for the initial get data. * Resolved issue with category data not appearing for Actuals version for Xero. * Resolved issue with archive routine if the user set the Refresh transaction setting. '''Miscellaneous''' * Enhanced get data to itemise time taken for individual budgets. * Resolved issue with ProjectionVersionName function when using (None) as either a future or historical version. * Enhanced security to get switched on as soon as a password is entered for the administrator. == Related Topics == * [[BudgetLink version archive]] 0771924ac46944c468046f15a7f2c730fa2effe0 0 994 4524 4333 2019-08-26T01:24:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether .net framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 22774f32aadc0b7d23412ff7309142e15c0839b9 4525 4524 2019-08-26T01:25:01Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 6856e2b400c085922d4abbafc4d916116b15d1c7 0 1077 4526 2019-08-26T01:33:13Z Nic 2 Created page with "== Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. This is controlled by the following key..." wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. This is controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the MyComputer and LocalIntranet registry key values should be set to Enabled. You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Related Topics == * [[Installing the BudgetLink ribbon]] ecb41fe41c7ba30bd3981544430606063fdc20ce 4527 4526 2019-08-26T01:33:38Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. This is controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the MyComputer and LocalIntranet registry key values should be set to Enabled. You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Related Topics == * [[Installing the BudgetLink ribbon]] c79c33d5d8fdbda3441a9df36276b175adf7f0f8 4528 4527 2019-08-26T01:39:03Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. Microsoft Visual Studio ClickOnce Trust Prompts is controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the MyComputer and LocalIntranet registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] f7974e0d8ab4c3cf88acec98aa329c817aaf8609 4529 4528 2019-08-26T01:39:40Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the MyComputer and LocalIntranet registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] 63dc920ad0660d820aa036a117a689f1e0780205 4530 4529 2019-08-26T01:39:59Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] 41b8a4a812715c0f7b69fb6d371a782c6fd4aa2d 4531 4530 2019-08-26T01:40:18Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. #; ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] a15f462e78ff1373761eeffaaf487d1293369bf2 4532 4531 2019-08-26T01:40:35Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. *: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] 303af88b280a3ef743aecd36a56a44d1c8d480ed 4533 4532 2019-08-26T01:40:52Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] f9dd87507b8b833fbfdcdda0bc8b959afe0dffb3 4534 4533 2019-08-26T01:41:07Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft Visual Studio ClickOnce Trust Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] 2737afdb9dffab36c2420676bc6a0f0e67e0714b 4535 4534 2019-08-26T01:42:45Z Nic 2 wikitext text/x-wiki == Overview == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not within Microsoft Office. If this is not enabled or allow, BudgetLink will not run as it will be missing the AddonsLink Ribbon. These settings are controlled by the following key within your windows registry. ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' Importantly, both the '''MyComputer''' and '''LocalIntranet''' registry key values should be set to Enabled. For more complete information from Microsoft, refer to the following article. [https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015 https://docs.microsoft.com/en-us/visualstudio/deployment/how-to-configure-the-clickonce-trust-prompt-behavior?view=vs-2015] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts using the prepared registry file == You can download and run the following file to resolve the issues. [https://accountingaddons.com.au/downloads/support/Microsoft_Visual_Studio_ClickOnce_Trust_Prompts.reg https://accountingaddons.com.au/downloads/support/Microsoft_Visual_Studio_ClickOnce_Trust_Prompts.reg] == Configuring Microsoft Visual Studio ClickOnce Trust Prompts manually == To Configure Microsoft Visual Studio ClickOnce Trust Prompts, follow these steps: # Using windows, click on the '''Start''' button and select '''Run'''; #: ''Or type Windows+R on your keyboard'' # Enter '''Regedit''' and click '''OK'''; # Navigate to the following registry key; #: ''HKEY_LOCAL_MACHINE\SOFTWARE\MICROSOFT\.NETFramework\Security\TrustManager\PromptingLevel'' # Ensure the value of '''MyComputer''' is set to '''Enabled'''; # Ensure the value of '''LocalIntranet''' is set to '''Enabled'''. # Close the registry editor. == Related Topics == * [[Installing the BudgetLink ribbon]] 326356abd0abeb85731cbc9bebfbdf5f0427ef7b 0 1078 4538 2019-09-02T23:13:03Z Nic 2 Created page with "BudgetLink v2019.8.3.268 was released on 27/08/2019. == Enhancements == '''MYOB AccountRight Live''' * Added Date field to MYOX_AccountRegister, MYOX_AccountBudgets, MYOX_Ca..." wikitext text/x-wiki BudgetLink v2019.8.3.268 was released on 27/08/2019. == Enhancements == '''MYOB AccountRight Live''' * Added Date field to MYOX_AccountRegister, MYOX_AccountBudgets, MYOX_CategoryRegister and MYOX_JobRegister tables. * Enhanced archiving routine to work correctly for MYOX_AccountRegister, MYOX_CategoryRegister and MYOX_JobRegister tables. '''Xero''' * Enhanced archiving routine to work correctly for XERO_BalanceSheetReport, XERO_BalanceSheetReport, XERO_BudgetSummaryReport, XERO_CashBalanceSheetReport, XERO_CashProfitAndLossByTrackingCategoryReport, XERO_CashProfitAndLossReport, XERO_ProfitAndLossByTrackingCategoryReport, XERO_ProfitAndLossReport == Related Topics == * [[BudgetLink version archive]] 76a2224efd72cc14b37bf1cddb7e7c3e8a0a7418 0 1079 4539 2019-09-10T04:07:42Z Nic 2 Redirected page to [[How to get a License Key]] wikitext text/x-wiki #REDIRECT [[How to get a License Key]] 9874954daf40bc30a8443e66dbe392cd850b6484 0 1080 4542 2019-09-10T05:03:28Z Nic 2 Created page with "BudgetLink v2019.9.1.269 was released on 10/09/2019. == Enhancements == '''Reports''' * Resolved issues with Cash Flow report being out of balance due to the Current Earning..." wikitext text/x-wiki BudgetLink v2019.9.1.269 was released on 10/09/2019. == Enhancements == '''Reports''' * Resolved issues with Cash Flow report being out of balance due to the Current Earnings / Retained Earnings Account. * Resolved issues with Cash Flow report pulling liability accounts correctly into the Opening Bank/Closing Bank section. * Resolved issues with the Cash Flow report with the Projection function when using ""Year"" as the period. * Resolved issues with publishing the cash flow report when cost of sales account do not exist. '''MYOB AccountRight Live''' * Devised fix for newly upgraded databases to archive MYOX_AccountRegister, MYOX_AccountBudgets, MYOX_CategoryRegister and MYOX_JobRegister tables correctly. * Resolved issue with Cash version not calculating Purchase Refunds correctly for MYOB AccountRight Live. * Resolved issue with Cash Cd Cr Version not calculating correctly for non-sales/purchases journals for MYOB AccountRight Live. '''Auto Upload''' * Resolved issue with auto upload and multiple workspaces. == Related Topics == * [[BudgetLink version archive]] 13c86835fa54b5ebd539f44df7d79b206fc9f2d7 0 1081 4545 2019-09-25T04:21:02Z Nic 2 Created page with "BudgetLink v2019.9.2.270 was released on 25/09/2019. == Enhancements == '''Account Hierarchies''' * Enhanced the Add and Map functionality to allow user to place account ac..." wikitext text/x-wiki BudgetLink v2019.9.2.270 was released on 25/09/2019. == Enhancements == '''Account Hierarchies''' * Enhanced the Add and Map functionality to allow user to place account according to current selection. '''Budget Entry''' * Enhanced Budget Entry for BudgetLink to have Save button. '''Reports''' * Enhanced Budget Variance by Month to include statistics section. '''Miscellaneous''' * Enhanced licensing to have additional warning message if choosing an edition with less functionality than required. * Enhanced licensing dialogue to have Help button. * Enhanced licensing dialogue to layout. == Related Topics == * [[BudgetLink version archive]] 367452c28749c3429c98161d8dbd0cdfb3af2c09 0 271 4546 4404 2019-10-09T07:33:41Z Jeff 1 /* Versions */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] c016f92bbe0d9ddb203db32c2129cf2e5536d927 4550 4546 2019-11-25T04:40:56Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] == Menu == * [[How to refesh the BudgetLink Menu]] 7fc987eb10f067a3022640bd230f4464eeb9c561 4585 4550 2020-01-15T00:19:13Z Jeff 1 /* Transfers */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] * [[How to Re-install BudgetLink]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] == Menu == * [[How to refesh the BudgetLink Menu]] 4ef3197cb2618693ebf9e60d21b3afad806911f2 0 178 4547 4402 2019-11-06T04:40:30Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] accounting methods. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' <br clear=all> == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] eef784d135ca37c45b8fe99ed2657cf749a3a476 4548 4547 2019-11-06T04:40:55Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] accounting methods. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. To improve performance for the majority, the Cash Version is disabled by default. == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' <br clear=all> == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] ad64adce2ebf389e45109e584da96b07086d2fc3 4549 4548 2019-11-06T04:43:29Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink is able to report on both an [[Accrual]] and [[Cash]] accounting methods. It provides two cash versions [[Cash]] and [[Cash Cr Dr]]. For more information on the Cash Cr Dr version, see [[What is the difference between Cash and Cash DR CR]]. As the cash version is more data intensive and most people use the accrual method its been disabled by default If you wish to use this version it has to be anabled first == How to enable cash based reporting== [[File:CashVersionOptionsDialogue.png|300px|thumb|right|Options Dialogue - Cash Version]] To enable cash based reporting, follow these steps. # Start '''BudgetLink'''; # Using the Excel Ribbon, choose the '''BudgetLink Settings''' tab; # On the User Options dialogue, select '''Versions''' in the list on the left-hand side; # Tick '''Enable Cash Version''' or '''Enable Cash DR CR Version'''. # Click '''Save'''; # Click '''OK''' to close the confirmation message; # Click '''Close'''; # Run a '''Get Data''' <br clear=all> == Notes == The cash version is available with [[MYOB AccountRight Classic|MYOB AccountRight 19 or lower]] or [[MYOB AccountRight Live]]. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] e193902dddfe2c26f8702f476d05c75ba487c012 0 1082 4551 2019-11-25T04:42:30Z Jeff 1 Created page with "To refresh the BudgetLink Menu From the Excel Ribbon click Settings > Refresh Menu" wikitext text/x-wiki To refresh the BudgetLink Menu From the Excel Ribbon click Settings > Refresh Menu 2ceb75dafaabef6147d381bc554bb1865deb58fc 4552 4551 2019-11-25T04:44:47Z Jeff 1 wikitext text/x-wiki To refresh the BudgetLink Menu: From the Excel Ribbon click Settings > Refresh Menu 1fe618d9fbcacdf09403376afaa5cccbd2a90fe8 0 1 4553 4543 2019-11-27T22:03:32Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.11.1.274]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3f0233f2b5f5c99d748eb933c6b6b00cece210c3 4558 4553 2019-12-09T05:24:56Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2019.12.1.275]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 769e147f664eb3544064336249f946e6a6f043e3 4571 4558 2020-01-10T04:23:32Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.1.1.277]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 904cbaed63e6453daf722845a0eae882a56d9b94 0 204 4554 4544 2019-11-27T22:04:40Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 92ee763f49b7db9c6d464204e3537341460c7424 4559 4554 2019-12-09T05:25:10Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e51a151e3c6dd2f71b2bc1edb6cc3e0ee95de765 4572 4559 2020-01-10T04:24:02Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.1.1.277]] released on 10/01/2019 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 e0e90610e1c4f4f7d501d3d06bcd1020287de7cd 0 1083 4555 2019-11-27T22:06:15Z Nic 2 Created page with "BudgetLink v2019.11.1.274 was released on 27/11/2019. == Enhancements == '''Data Files''' * Enhanced data file selection screen to warn when serial number is different inste..." wikitext text/x-wiki BudgetLink v2019.11.1.274 was released on 27/11/2019. == Enhancements == '''Data Files''' * Enhanced data file selection screen to warn when serial number is different instead of error. '''Budgets''' * Enhanced Save Budgets warning to not trigger if toggling to non-budgetlink workbooks. * Enhanced Save Budgets warning to not trigger when activating budget entry workbook if dirty. * Enhanced Save Budgets warning to have a ""do not display again for this session"" checkbox. '''Account Hierarchies''' * Widened the Confirm Mapping (from Map by Name or Map by Number) wider. '''Reports''' * Fixed dates on the Multi company cash flow statement report. * Fixed issue with Budget Analysis when swapping Actuals and Budgets as to who displays first. '''Miscellaneous''' * Added Send Get Data Log button to the ribbon. * Tweaked duplicate warning messages to have clearer instructions. * Enhanced publish to refresh excel ribbon. * Enhanced ribbon to be customisable. * Updated RefreshMenu code to ensure Menu.ini file is deleted at all times. * Updated menu to open workbook if it finds tags are missing. == Related Topics == * [[BudgetLink version archive]] cc7884cd36f619e8f699e7987aa449c3ba12fa13 0 594 4556 3555 2019-12-02T22:33:22Z Jeff 1 /* If you had run Get Data already follow the below process */ wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == ===Send after the Get Data Process=== # Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # Choose the full Get Data Option and click OK. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself # At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 59f851af835550c0ab01009a69222f4cf55defbd 4557 4556 2019-12-02T22:34:57Z Jeff 1 /* If you had run Get Data already follow the below process */ wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLinks database and also into Excels Memory. The many tasks that occur during that process are captured in a log. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below <br clear=all /> == Procedure == ===Send after the Get Data Process=== # Start BudgetLink and follow the prompts to the Get Data Options dialog[[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # Choose the full Get Data Option and click OK. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself # At the bottom of the Get Data Progress dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the Send log button and follow the prompts to send the log as an email attachment ===If you had run Get Data already follow the below process=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. [[Category:Troubleshooting]] 456ad606549cdf9264a65a1140068105cc54b135 0 1084 4560 2019-12-09T05:26:09Z Nic 2 Created page with "BudgetLink v2019.12.1.275 was released on 09/12/2019. == Enhancements == '''Miscellaneous''' * Resolved focus issues with new dialogues. * Enhanced additional module keys to..." wikitext text/x-wiki BudgetLink v2019.12.1.275 was released on 09/12/2019. == Enhancements == '''Miscellaneous''' * Resolved focus issues with new dialogues. * Enhanced additional module keys to support count values. * Added Drilldown button to ribbon.x * Enhanced refresh to relink power query data. * Enhanced security to close all workbooks when loging out. * Enhanced refresh to display error message if query fails. * Enhanced refresh to display error message if data warehouse is missing. == Related Topics == * [[BudgetLink version archive]] e175d4e3e9284a0427d68744e0cf371d84547bfb 4561 4560 2019-12-09T05:26:52Z Nic 2 wikitext text/x-wiki BudgetLink v2019.12.1.275 was released on 09/12/2019. == Enhancements == '''Reports''' * Added GL Pivot Reports to BudgetLink Pro and BudgetLink Ultimate Editions. '''Miscellaneous''' * Resolved focus issues with new dialogues. * Enhanced additional module keys to support count values. * Added Drilldown button to ribbon.x * Enhanced refresh to relink power query data. * Enhanced security to close all workbooks when loging out. * Enhanced refresh to display error message if query fails. * Enhanced refresh to display error message if data warehouse is missing. == Related Topics == * [[BudgetLink version archive]] b61963840c046ec78d9ff13b54eeed70764a6432 0 565 4562 3042 2019-12-10T03:07:19Z Jeff 1 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[ Hyperlinks issue ]] * [[Menu disappearing after publishing]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 29559a71e149d06ea896b59b4d50452bad5a03f7 4563 4562 2019-12-10T03:08:34Z Jeff 1 wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[ Hyperlinks issue ]] * [[Ribbon disappearing after publishing]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] a3dbcbd649620d703102cd07bb9c64b23ef4022d 0 1085 4564 2019-12-10T03:11:06Z Jeff 1 Created page with "For some users a bug in recent Office Updates has caused the Ribbonn to go blank after publishing The work around is after publishing is press ALT+F, then press ESCAPE and th..." wikitext text/x-wiki For some users a bug in recent Office Updates has caused the Ribbonn to go blank after publishing The work around is after publishing is press ALT+F, then press ESCAPE and the Ribbon should redraw 376b231cdae1cfe5c8c395f9387aa25d04b7afdd 4565 4564 2019-12-10T03:12:20Z Jeff 1 wikitext text/x-wiki ==Overview== For some users a bug in recent Office Updates has caused the Ribbon to go blank after publishing We do have a workaround, but not a permanent solution at this stage. ==Workaround== The work around is after publishing is press ALT+F, then press ESCAPE and the Ribbon should redraw 9d8400bdb493714edd73c3db0237ccc59199d6df 0 850 4566 3553 2019-12-10T21:56:48Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. Before checking the log file, we recommend editing the associated ini file to ensure the logging is set to verbose. For '''Windows 7/8/10''', the files are usually located in the following location. * Ini File: ''C:\ProgramData\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the files are usually located in the following location. * Ini File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' Edit the '''qbsdk.ini''' and add the following lines. #; ''[Log]'' #; ''Level=verbose'' #; ''UnlimitedSize=Y'' #; ''[Parser]'' #; ''DumpRequestData=Y'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Operating System Context''', '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] e00c4ada29365d8bdd9ed24d8bb740beb6f7b4ef 4567 4566 2019-12-10T21:57:57Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. Before checking the log file, we recommend editing the associated ini file to ensure the logging is set to verbose. For '''Windows 7/8/10''', the files are usually located in the following location. * Ini File: ''C:\ProgramData\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the files are usually located in the following location. * Ini File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' Edit the '''qbsdk.ini''' and add the following lines. : ''[Log]'' : ''Level=verbose'' : ''UnlimitedSize=Y'' : ''[Parser]'' : ''DumpRequestData=Y'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Operating System Context''', '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] de2615b2ad2ca62bc24da51aada88880cb2512ae 4568 4567 2019-12-10T22:02:15Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. Before checking the log file, we recommend editing the associated ini file to ensure the logging is set to verbose. For '''Windows 7/8/10''', the files are usually located in the following location. * Ini File: ''C:\ProgramData\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the files are usually located in the following location. * Ini File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' Edit the '''qbsdk.ini''' and add or edit the following lines. : ''[Log]'' : ''Level=verbose'' : ''UnlimitedSize=Y'' : : ''[Parser]'' : ''DumpRequestData=Y'' : ''SdkAccelerator=N'' Note that once debugging is complete, we recommend you turn off the verbose logging as it can slow reckon accounts down considerably. : ''[Log]'' : ''Level=info'' : ''UnlimitedSize=N'' : : ''[Parser]'' : ''DumpRequestData=N'' : ''SdkAccelerator=N'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Operating System Context''', '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 9df6daf22debd5973a91f6097bd523219cb52935 0 190 4569 4382 2019-12-14T22:28:59Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. To ease the pain of upgrades, BudgetLink's upgrade process will seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may also need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # Click '''Upgrade''' on the menu to see if a new version is available; # From the website, [[Downloading BudgetLink|download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] fad509d9efbfbe6259f9a0e884156587cc47cfb1 4570 4569 2019-12-14T22:32:50Z Jeff 1 /* Overview */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # Click '''Upgrade''' on the menu to see if a new version is available; # From the website, [[Downloading BudgetLink|download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] b8f333699d51d84720f2c0748b9dbec911d2f345 0 1086 4573 2020-01-10T04:25:20Z Nic 2 Created page with "BudgetLink v2020.1.1.277 was released on 10/01/2020. == Enhancements == '''MYOB AccountRight Live''' * When browsing for MYOB AccountRight Live file, it now uses a web contr..." wikitext text/x-wiki BudgetLink v2020.1.1.277 was released on 10/01/2020. == Enhancements == '''MYOB AccountRight Live''' * When browsing for MYOB AccountRight Live file, it now uses a web control instead of internet explorer. '''Xero''' * Fixed issue with xero signatures for private applications. '''Get Data''' * Enhanced software to default the current financial year to this year (based on system clock). * Enhanced software to get historical journal records for MYOB Live when the data file has not been rolled over. '''Miscellaneous''' * Enhanced user options to allow user to enter any number of years for historical and future count to run a get data. * Fixed issue with query failing to refresh if power query not installed on older version of Excel. * Update copyright details. == Related Topics == * [[BudgetLink version archive]] 40388201d0c745098e470239ac069cb706635564 0 854 4574 4371 2020-01-14T23:42:00Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If the BudgetLink Get Data process has previously retrieved data successfully from your MYOB data file located in the cloud and then suddenly fails or is missing recent data, then try re-browsing to your data file to resolve the issue. This issue typically occurs if something changes with your data file such as upgrading to a higher version Sometimes it returns a permissions error Also, if you have upgraded MYOB and the data file can no longer be found == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] cb1ed304a909d10518183f57d5b711bb38cce9d5 4575 4574 2020-01-14T23:46:09Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message You have recently upgraded MYOB and data is missing after running a get data The Get data was previously working and then fails You receive a permission error when running a get data Data Extracted from BudgetLink is not reconciling with the MYOB data file Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 703daff05ab767b2871cf1112e46c24c38644e26 4576 4575 2020-01-14T23:46:56Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message appears You have recently upgraded MYOB and data is missing after running a get data The Get data was previously working and then fails You receive a permission error when running a get data Data Extracted from BudgetLink is not reconciling with the MYOB data file Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 56e2197f8c3c66544b1aa983c866e8ff3f9dc8ba 4577 4576 2020-01-14T23:47:17Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message appears You have recently upgraded MYOB and data is missing after running a get data The Get data was previously working and then fails You receive a permission error when running a get data Data extracted from BudgetLink is not reconciling with the MYOB data file Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] f1ae6afd0b981da49b4dabfe0f2e0795f99493eb 4578 4577 2020-01-14T23:48:15Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message appears You have recently upgraded MYOB and data is missing after running a get data The Get data was previously working and then fails You receive a permission error when running a get data Data extracted from BudgetLink is not reconciling with the MYOB data file As a precaution it is recommended to re-browse for your data file after upgrading MYOB Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 76bf41ab221bffb1f7875853beebf431f94e7506 4579 4578 2020-01-14T23:50:41Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Some of the above issues can occur after upgrading your MYOB data file. The reason is that the MYOB ID can sometimes change which means that Budgetlink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 62c80952a7e6bf2af3a9d01b340dbca6b5b938e5 4580 4579 2020-01-14T23:51:00Z Jeff 1 wikitext text/x-wiki == Overview == If your MYOB Data file is located in the cloud re-browsing for it can solve the following issues A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Some of the above issues can occur after upgrading your MYOB data file. The reason is that the MYOB ID can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] f03bc074b8e1fbd752f49b3fab0976d2f6d31386 4581 4580 2020-01-14T23:56:12Z Jeff 1 wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error message may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB Some of the Get Data error messages which can be solved by rebrowsing for your data file include A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 97168270ffb18cd479f16976c0ec057b524f9be8 4582 4581 2020-01-14T23:56:42Z Jeff 1 wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB Some of the Get Data error messages which can be solved by rebrowsing for your data file include A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] f31855a33484bcdb39c9e37110f7c17d8820e703 4583 4582 2020-01-14T23:57:22Z Jeff 1 wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 8debfe34a4b1a307ab41a71c64408adb6254d152 4584 4583 2020-01-14T23:57:33Z Jeff 1 wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include: A data file cannot be found error message appears You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. The Get data was previously working and then fails You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] fa96f2d7efc302e6f205dda0d55bafc1dc0707e5 0 1087 4586 2020-01-15T00:23:08Z Jeff 1 Created page with "==OVERVIEW== If you have a new machine or have deleted your BudgetLink and your existing machine you may need to re-install a new instance of BudgetLink" wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your BudgetLink and your existing machine you may need to re-install a new instance of BudgetLink 9c75eb1f0beedc477369a98978a21f79cf7d274e 4587 4586 2020-01-15T00:29:22Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [BudgetLink Folder] on your existing machine you may need to re-install a new instance of BudgetLink The [BudgetLink Folder] contains your settings and data so if that can be located, its generally better to try and re-store that copy or move that copy to a new location If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation 1956f41a7f1bf0cf2bf588d2c4838a07d5e81bad 4588 4587 2020-01-15T00:32:16Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [BudgetLink Folder] on your existing machine you may need to re-install BudgetLink Before you do please consider the following The [BudgetLink Folder] contains your settings and data so if that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy to avoid losing the existing setup. If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation e1f63be884b5b15cfe09b499f009df3c9a62f7fc 4589 4588 2020-01-15T00:33:01Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following The [[BudgetLink Folder]] contains your settings and data so if that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy to avoid losing the existing setup. If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation 684c46f9171a583b75a16cfd70c61cf8de922f37 4590 4589 2020-01-15T00:33:12Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data so if that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy to avoid losing the existing setup. If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation 9187863abbc31e7716b0a5e617c2e378a088a177 4595 4590 2020-01-15T00:49:38Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The instructions to re-install are the same as the [[Installing_BudgetLink|installation guide]] for new users a878abf65793b59cc6d9934cb40147a4c6d6aab2 0 100 4591 3393 2020-01-15T00:35:01Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink. == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == [[Moving BudgetLink to a new machine or folder]] 5179cd3eb423f789d3de0ce8ec79a98a47c358e7 4592 4591 2020-01-15T00:37:45Z Jeff 1 wikitext text/x-wiki == Overview == Budgetlink exists as series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink. The Folder contains the following sub folders: Workspaces Version Folders BudgetLink.exe BudgetLink.ini == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == [[Moving BudgetLink to a new machine or folder]] 4d3d18d5367881f63647e5595a2ae4376e15dff2 4593 4592 2020-01-15T00:46:02Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Occassionally you may need to perform maintenance tasks which require you locating the BudgetLink folder and files Unlike most software BudgetLink the application is Microsoft Excel and the BudgetLink solution is a series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink. It is not advisable to install BudgetLink in Program Files as each user account requires full read/write permissions to that folder The Folder contains the following sub folders: Workspaces Version Folders BudgetLink.exe BudgetLink.ini If you do need to locate the BudgetLink Folder, follow the steps below == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == [[Moving BudgetLink to a new machine or folder]] 147a1b4460465fbf96cdbccd19401d45e057f6a0 4594 4593 2020-01-15T00:46:22Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == Occassionally you may need to perform maintenance tasks which require locating the BudgetLink folder and files Unlike most software BudgetLink the application is Microsoft Excel and the BudgetLink solution is a series of files and folders within a folder. During installation the default path for the BudgetLink folder is the C: drive however it can be saved and named any path. The default name of the folder is BudgetLink. It is not advisable to install BudgetLink in Program Files as each user account requires full read/write permissions to that folder The Folder contains the following sub folders: Workspaces Version Folders BudgetLink.exe BudgetLink.ini If you do need to locate the BudgetLink Folder, follow the steps below == How to locate the BudgetLink Folder == === If BudgetLink is open === # From the BudgetLink Menu click Help # From the BudgetLink Help Menu click Links # From the BudgetLink Help Links Menu click BudgetLink folder === If BudgetLink is not open === Upon installation BudgetLink will prompt to add a BudgetLink Shortcut to your desktop. The BudgetLink Shortcut will exist if there is a BudgetLink Logo with the name Start BudgetLink v[Version Number] on your desktop. If the BudgetLink Shortcut exists then follow the steps below to locate the BudgetLink Folder # Right click on the BudgetLink Shortcut and choose Properties. # Click the Shortcut tab # The BudgetLink Folder path will be noted in the Target Field == What does it contain == # [[BudgetLink.exe]] # [[BudgetLink System Folder]] == Related == [[Moving BudgetLink to a new machine or folder]] b1800460344aa194855b52a5078657f9e7a076f4 0 88 4596 4439 2020-01-15T00:50:53Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to work out the location of your [[BudgetLink Folder]] If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 10905792635f3628f8984c1f6d619289cbe77fba 4597 4596 2020-01-15T00:51:14Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to find your [[BudgetLink Folder]] If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 8907bd9ca3f0b24c3eab64c2e4909a20fc71b285 4598 4597 2020-01-15T00:51:27Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate your [[BudgetLink Folder]] If its installed on a shared folder on your server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your server or if you dont have a Server move it to DropBox or OneDrive If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 29da17c722232b960cdd0b8f403f7a0da9187931 4638 4598 2020-03-13T08:09:36Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] 4f1a22d97f13ea408b27feb797e5ac4cd6510fee 0 1087 4599 4595 2020-01-15T00:52:41Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation ==PROCEDURE== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users 524e8e7c527c7ad23cdf087fe8352f2d576659cf 4600 4599 2020-01-15T00:56:46Z Jeff 1 wikitext text/x-wiki ==OVERVIEW== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==PROCEDURE== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users fe356877e124c773b909f676cb607ffc65658065 4601 4600 2020-01-15T00:57:08Z Jeff 1 wikitext text/x-wiki ==Overview== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users d551e3906814cd104fd8651fbd0466255c61e6c1 4602 4601 2020-01-15T00:57:41Z Jeff 1 wikitext text/x-wiki ==Overview== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users ==Related== *[[Moving BudgetLink to a new machine or folder]] b668ac495a1e85ec6d7f6dcfe0ae45ccc72ea2c5 4603 4602 2020-01-15T00:58:43Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings and data as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users ==Related== *[[Moving BudgetLink to a new machine or folder]] 6cf0e20d75afcb5348ba6a39db12304dd13687ce 4604 4603 2020-01-15T01:01:26Z Jeff 1 wikitext text/x-wiki ==Overview== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings, data and customisations as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup and customisation work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users ==Related== *[[Moving BudgetLink to a new machine or folder]] 1c307f760ebd7cbab2556e2a0fab25e27a672416 4605 4604 2020-01-15T01:02:33Z Jeff 1 wikitext text/x-wiki ==Overview== If you have a new machine or have deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings, data and customisations as well as code. If that can be located, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup and customisation work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have location licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users ==Related== *[[Moving BudgetLink to a new machine or folder]] 4f2f642650f79f2f45b62bd8742039ed02e19d8a 4606 4605 2020-01-15T01:04:33Z Jeff 1 wikitext text/x-wiki ==Overview== If you have lost or deleted your [[BudgetLink Folder]] on your existing machine you may need to re-install BudgetLink Before you do please consider the following: The [[BudgetLink Folder]] contains your settings, data and customisations as well as code. If that can be located in the existing location or in a backup, its generally better to try and re-store or [[Moving BudgetLink to a new machine or folder|move]] that copy rather than re-installing it. This way you avoid losing the existing setup and customisation work you have done If you do need to re-install, then be prepared to set it up from scratch. You will also need to request a new registration key as the previous one was linked with the Serial Number generated in that installation The new installation environment may also have location licensing implications: The Pro Edition can be installed on any location The Standard Edition cannot be installed on a Terminal Server or Virtual Machine Environment The Free Edition and only be installed on the local hard drive or a PC ==Procedure== To re-install follow the [[Installing_BudgetLink|installation guide]] for new users ==Related== *[[Moving BudgetLink to a new machine or folder]] 08df7232a0e3567933f0027581f8a4bda2bdcaa6 0 1088 4607 2020-01-15T23:56:20Z Nic 2 Redirected page to [[Setting Internet Explorer to use MS Edge Emulation]] wikitext text/x-wiki #REDIRECT [[Setting Internet Explorer to use MS Edge Emulation]] 3edca23df08817b2b61b6b63bb401627331f2ed9 0 1089 4608 2020-01-16T00:08:45Z Nic 2 Created page with "== Overview == Xero requires the latest version of Internet Explorer and Microsoft Edge in order to work. In order for BudgetLink to connect to the Xero API, Internet Explor..." wikitext text/x-wiki == Overview == Xero requires the latest version of Internet Explorer and Microsoft Edge in order to work. In order for BudgetLink to connect to the Xero API, Internet Explorer emulation must be set to Microsoft Edge. When prompted by BudgetLink, we recommend clicking 'YES' to ensure the settings are configured correctly. == Errors connecting to Xero == If problems occur connecting to Xero, you may need to '''Run BudgetLink As Administrator'' in order to ensure it can configure Internet Explorer correctly. If problems persists, you may need your IT support technician to configure FEATURE_BROWSER_EMULATION registry key using the following download file. * For 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_MSEdge_Emulation_32bit.reg run the following file]. * For 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_MSEdge_Emulation_64bit.reg run the following file]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] 2005ab0b964d62073eea934c90a1ce5b890f522f 4609 4608 2020-01-16T00:10:13Z Nic 2 wikitext text/x-wiki == Overview == Xero requires the latest version of Internet Explorer and Microsoft Edge in order to work. In order for BudgetLink to connect to the Xero API, Internet Explorer emulation must be set to Microsoft Edge. When prompted by BudgetLink, we recommend clicking 'YES' to ensure the settings are configured correctly. == Errors connecting to Xero == If problems occur connecting to Xero, you may need to '''Run BudgetLink As Administrator'' in order to ensure it can configure Internet Explorer correctly. If problems persists, you may need your IT support technician to configure FEATURE_BROWSER_EMULATION registry key using the following download file. * For 32-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_MS_Edge_Emulation_32bit.reg run the following file]. * For 64-bit Windows, [https://accountingaddons.com.au/downloads/support/Update_MS_Edge_Emulation_64bit.reg run the following file]. == Related Topics == * [[Troubleshooting Get Data Problems with Xero]] f86fe21edcf2a1b20626caff435ed5c4937179e4 0 956 4610 4446 2020-01-16T00:11:34Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with [[Xero]]. == Error messages == * [[Consumer Key used to connect to Xero is not configured correctly]] * [[Permission denied connecting to Xero]] * [[Xero authorisation number is not valid]] * [[Xero authorisation number has expired]] * [[The nonce used to connect to Xero has already been used]] * [[The timestamp used to connect to Xero to sign the request is invalid]] * [[The signature method used to connect to Xero has been rejected]] * [[The signature used to connect to Xero is invalid]] * [[The security protocol used to connect to Xero is no longer supported]] * [[No tracking categories exist in Xero]] * [[The data received from the Xero API was badly formed and could not be parsed]] * [[Xero's maximum calls per minute has been reached]] * [[Xero's maximum calls per day has been reached]] * [[The connection to the XERO server was terminated abnormally]] * [[Setting Internet Explorer to use MS Edge Emulation]] * [[A runtime exception occurred in the XERO API]] * [[An unknown error occurred connecting to Xero]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 07ba136ab822b8eb8cf060b0672cbc3a7ba51d97 0 47 4611 4137 2020-01-18T04:16:46Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == Before stting up we recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] a97f27afc153490c69eca22de6921dd4812c99de 4612 4611 2020-01-18T04:17:31Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Test the Auto Upload can be run manually == Before setting up we recommend you test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 47b5cdba13e9dd82f0ec48bfc43600351a6f61ff 4613 4612 2020-01-18T04:20:41Z Jeff 1 wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Prerequisits == Before setting up auto upload action the following steps first === Workspaces === Make sure that each workspace you wish to run is enabled for Auto Upload To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked === Test the Auto Upload can be run manually === Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] a818e1e6b07faea194eabae17e42f47a5c363202 4614 4613 2020-01-18T04:21:06Z Jeff 1 /* Prerequisits */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Prerequisits == Before setting up auto upload action the following steps first === Setup Workspaces === Make sure that each workspace you wish to run is enabled for Auto Upload To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked === Test the Auto Upload can be run manually === Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 8de37e4c3e13a30c84bdc9ead48badee6967863b 4615 4614 2020-01-18T04:21:38Z Jeff 1 /* Setup Workspaces */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Prerequisits == Before setting up auto upload action the following steps first === Enable Workspaces for Auto Upload === Make sure that each workspace you wish to run is enabled for Auto Upload To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked === Test the Auto Upload can be run manually === Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 81ff522fa3eca33f940979d109f15e6f3365dcd2 4616 4615 2020-01-18T04:28:53Z Jeff 1 /* Prerequisits */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Prerequisits == Before setting up auto upload action the following steps first ==== Enable Workspaces for Auto Upload ==== Make sure that each workspace you wish to run is enabled for Auto Upload To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked ==== Test the Auto Upload can be run manually ==== Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]].y]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] de1a3e517d5325b57d2014900d758d629ef0e37c 4617 4616 2020-01-18T04:29:29Z Jeff 1 /* Test the Auto Upload can be run manually */ wikitext text/x-wiki == Overview == Auto Upload is a function that runs the [[Get Data]] process on a schedule. The main purpose of Auto Upload is to remove the manual running of the [[Get Data]] process and to move the processing to a non-productive time such as overnight. == Prerequisits == Before setting up auto upload action the following steps first ==== Enable Workspaces for Auto Upload ==== Make sure that each workspace you wish to run is enabled for Auto Upload To do this, go back to the Main Menu, click Workspace, then edit your workspace and make sure the Enable Auto Uplaod is ticked ==== Test the Auto Upload can be run manually ==== Test the Auto Upload manually to ensure it is running correctly. For more information, see [[Test the Auto Upload can be run manually]]. == How to set up Auto Upload == To setup Auto Upload, please follow these instructions. Note that these instructions are dependant on the version of windows you run and may vary slightly. It is also highly recommended that you get your IT personnel to setup the scheduled task. # Click '''Start''', then '''Control Panel''', then '''Administrative Tools''', then '''Task Scheduler'''; # In the Task Scheduler form, select '''Create Basic Task'''; # Enter a '''Name''' for the task (for example BudgetLink Get Data) and click '''Next'''; # In the Task Trigger form, select the '''period''' for the Auto Upload to occur and click '''Next'''; # In the Daily form, enter the '''Start date and time''' that the first Auto Upload will occur and click '''Next'''; # In the Action form, select '''Start a program''' and click '''Next'''; # In the Start a Program form, click '''Browse…''' and select the '''AddonsLink.GetData.exe''' file in the System folder and click '''Open'''. The path will display in the Program/script field. Click '''Next'''; # In the Summary form, select '''Open the Properties dialog for this task when I click Finish''' and click '''Finish'''; # In the General tab, select '''Run whether user is logged on or not'''. If you do not have Administrator rights then click '''Change User or Group…''' and change the user to be the Administrator. Click the '''Actions''' tab; # In the Actions tab, click '''Edit'''. The Edit Action dialog box will appear. # In the Settings tab, tick the checkbox '''Stop the task if it runs longer than:''' and choose '''2 hours''' in the dropdown next to it; # In the Settings tab, tick the checkbox '''If the running task does not end when requested, force it to stop'''; # In the Program/script field, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. Click '''OK''' to close the Edit Action dialog box and click OK to close the Properties dialog box. Enter your password if required. # To test the Auto Upload process, select '''Task Scheduler Library''' to the left of the Task Scheduler form. Select the Auto Upload task and click '''Run'''. === Notes === * When choosing a time to run the auto upload process, ensure your chosen time does not conflict with backups or other system processes. * When browsing to the '''AddonsLink.GetData.exe''' file, ensure that the path is a UNC path and not a mapped drive. A UNC path begins with the server name. * For older versions of BudgetLink, you will need to browse to the '''Excel.exe''' and include the UNC path to the '''Auto Upload.xls''' file located in the system folder. == Test the Auto Upload Scheduled Task is configured correctly == Once the Auto Upload Scheduled tasks is configured, we recommend you test it. For more information, see [[Test the Auto Upload Scheduled Task is configured correctly]]. == Troubleshooting the Auto Upload Scheduled Task == If the Auto Upload scheduled task does not run or does not finish, see [[Troubleshooting Auto Upload Problems]]. == Related Topics == * [[Get Data]] * [[Troubleshooting Auto Upload Problems]] 7361c8088ef5727c6390327ed56ca6884d0976eb 0 1 4618 4571 2020-01-20T22:30:07Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.1.2.278]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 2f05ecdf550a48576380b6a796e65fa1ee9452b9 4621 4618 2020-02-03T04:26:44Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.2.1.279]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 756507b1c6a0669d9e0641e0b97de7c5bd3fdece 4626 4621 2020-02-05T21:51:29Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.2.2.280]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 8167eb842d8238115bbfd7b2356ac77b3f6429a0 4631 4626 2020-02-13T22:53:50Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.2.3.281]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 3b68941d088907ccb4d0dbc3b068710c4d918cc6 4641 4631 2020-03-15T22:32:46Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.3.1.284]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d49f77a93235f086d07f1c432c0181f51e4e9f92 0 204 4619 4572 2020-01-20T22:30:19Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.1.2.278]] released on 21/01/2019 * [[BudgetLink v2020.1.1.277]] released on 10/01/2019 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 68a728c2c08757cb668e050216ab04ec02817b21 4622 4619 2020-02-03T04:27:03Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 d920f26758422a5972f89cc499c24781c1e7a9f7 4627 4622 2020-02-05T21:51:42Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 05ce4aa2c40c2defa64e27cde7c6fa6fe856f516 4632 4627 2020-02-13T22:54:08Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.2.3.281]] released on 14/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 5367d0ebf81b6aaebba986236aed2228e1cda252 4633 4632 2020-02-13T22:55:45Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b098be6c49f5a17b7e81775994ae0ca1a2ff5c46 4642 4633 2020-03-15T22:32:59Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 aecb068953eb56b18b0003aadb3f66a74273f049 0 1090 4620 2020-01-20T22:32:29Z Nic 2 Created page with "BudgetLink v2020.1.2.278 was released on 21/01/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with archive routine and MYOX_AccountRegister table int..." wikitext text/x-wiki BudgetLink v2020.1.2.278 was released on 21/01/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with archive routine and MYOX_AccountRegister table introduced in the last update. == Related Topics == * [[BudgetLink version archive]] c96f3e5745bb77d3bc9b498b386afb5e864d1cba 0 1091 4623 2020-02-03T04:27:59Z Nic 2 Created page with "BudgetLink v2020.2.1.279 was released on 03/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Audited field lengths and performance for MYOX_Accounts, MYOX_Customer..." wikitext text/x-wiki BudgetLink v2020.2.1.279 was released on 03/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Audited field lengths and performance for MYOX_Accounts, MYOX_Customers, MYOX_Employees, MYOX_Items, MYOB_Suppliers and MYOX_TaxCode tables. '''Xero''' * Integrated with Xero Oauth 2.0 * Added Description and AccountCode fields to XERO_JournalLines and XERO_CashJournalLines. == Related Topics == * [[BudgetLink version archive]] 4b4dc79ef3397a62033e59b32eb5437af5367e0a 0 126 4624 4494 2020-02-03T04:42:43Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] To connect BudgetLink with Xero, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero (default)'''; # Click '''Select''' and login to the xero website to choose your data file; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] 49ccc9f7b23723dbebc0d3dc0870e53f47055601 0 876 4625 4495 2020-02-03T04:43:36Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. Note that should you no longer want to use BudgetLink, you will need to revoke XERO access from BudgetLink. See [[Removing a private application from Xero]] for further information. == Requirements == Prior to configuring BudgetLink, you will need to create your own X509 Certificate. See [[Creating an X509 certificate using OpenSSL]] for more information. You will also need to setup a private application in Xero. See [[Creating a private application in Xero]] for more information. == How to connect BudgetLink to Xero using a private certificate == [[File:XeroDataFileSetupPrivate.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Data File Setup dialogue for Xero]] To connect BudgetLink to XERO using a private certificate, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter the '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero using your own legacy OAuth 1.0 private certificate'''; # Enter the '''Consumer Key''' and '''Consumer Secret''' generated when you [[Creating a private application in Xero|created a private application in Xero]]; # Click the '''Browse''' button next to '''Private Key''' to browse your [[Creating an X509 certificate using OpenSSL|private key PEM file]]; # Click the '''Select''' button to ensure the connection is created correctly; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. <br clear=all /> == Related Topics == * [[Connecting BudgetLink to Xero]] 3a4844ec6ea441c26b2d8c3b6026a1613930916c 0 1092 4628 2020-02-05T21:52:48Z Nic 2 Created page with "BudgetLink v2020.2.1.279 was released on 03/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Implemented fix for STANDARD_Customers, STANDARD_Employees and STANDAR..." wikitext text/x-wiki BudgetLink v2020.2.1.279 was released on 03/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Implemented fix for STANDARD_Customers, STANDARD_Employees and STANDARD_Suppliers to increase FullName field length for MYOB AccountRight Live. * Implemented fix for STANDARD_Accounts to increase field length for MYOB AccountRight Live. '''Xero''' * Implemented fix for calculating STANDARD_Purchases for Xero which had foreign exchange rates applied to them. * Implemented fix for Advanced Accruals for Xero which had purchases with foreign exchange rates applied to them. == Related Topics == * [[BudgetLink version archive]] b65ffc503d028453da98605d3cc0d4f099fd12f6 4629 4628 2020-02-05T21:53:17Z Nic 2 wikitext text/x-wiki BudgetLink v2020.2.2.280 was released on 05/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Implemented fix for STANDARD_Customers, STANDARD_Employees and STANDARD_Suppliers to increase FullName field length for MYOB AccountRight Live. * Implemented fix for STANDARD_Accounts to increase field length for MYOB AccountRight Live. '''Xero''' * Implemented fix for calculating STANDARD_Purchases for Xero which had foreign exchange rates applied to them. * Implemented fix for Advanced Accruals for Xero which had purchases with foreign exchange rates applied to them. == Related Topics == * [[BudgetLink version archive]] 5b1f36af39b138f3bce7937be7140115cb77e514 0 226 4630 4389 2020-02-12T02:49:27Z Jeff 1 /* How to enter a License Key */ wikitext text/x-wiki ==Overview== If you have received a subscription or renewal key, it can be applied by entering it into BudgetLink. This support note will explain how to do that. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|600px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # [[Start BudgetLink]]; # From the Menu click '''License''' to show the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the '''Enter License Key''' dialogue and click OK. === Notes === * A registration successful message should appear when that is entered correctly * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] d1f620bfe0a76f3708088e647e01585a79e44687 0 1093 4634 2020-02-13T22:55:45Z Nic 2 Created page with "BudgetLink v2020.2.3.281 was released on 14/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with linking MYOX_EmployeeStandardPays table. '''Xero'..." wikitext text/x-wiki BudgetLink v2020.2.3.281 was released on 14/02/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with linking MYOX_EmployeeStandardPays table. '''Xero''' * Resolved issue with Xero Oauth 2.0 that failed to pull data files from list. == Related Topics == * [[BudgetLink version archive]] 102cb3c6597435b4c6c7d207e0d9f8db3b911d01 0 850 4635 4568 2020-02-23T22:01:58Z Nic 2 wikitext text/x-wiki == Overview == The purpose of this article is to assist you troubleshooting connection issues with Reckon Accounts / QuickBooks. == Authorising BudgetLink to connect to Reckon Accounts data file == For BudgetLink or other third-party software to connect to your [[QuickBooks|Reckon Accounts]] data file, the BudgetLink application must be authorized to connect. Sometime, this authorization does not carry through when upgrading Reckon accounts. For further information, see [[Authorising BudgetLink to connect to a Reckon Accounts data file]]. == Check the QBSDK log file == The Reckon Accounts / QuickBooks API creates a log file for all connections made to their data files. This log file can assist you in debugging connection issues. Before checking the log file, we recommend editing the associated ini file to ensure the logging is set to verbose. For '''Windows 7/8/10''', the files are usually located in the following location. * Ini File: ''C:\ProgramData\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\ProgramData\Intuit\QuickBooks\qbsdklog.txt'' For '''Windows XP and Vista''', the files are usually located in the following location. * Ini File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdk.ini'' * Log File: ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\qbsdklog.txt'' Edit the '''qbsdk.ini''' and add or edit the following lines. : ''[Log]'' : ''Level=verbose'' : ''UnlimitedSize=Y'' : : ''[Parser]'' : ''DumpRequestData=Y'' : ''SdkAccelerator=N'' Note that once debugging is complete, we recommend you turn off the verbose logging as it can slow reckon accounts down considerably. : ''[Log]'' : ''Level=info'' : ''UnlimitedSize=N'' : : ''[Parser]'' : ''DumpRequestData=N'' : ''SdkAccelerator=N'' When scanning for errors in the log file, we recommend you try to find lines that mentionned the words ''Error'' or ''Failed''. == Clearing the QBINSTANCEFINDER17.INI file == An ini file is created by Reckon Accounts / QuickBooks to help the QBSDK identify the correct running instance. If any connection errors exist regarding starting or opening a data file, we recommend you backup the QBINSTANCEFINDER17.INI and then clear it. This will ensure that any corruption in the INI file is removed. For '''Windows 7/8/10''', the log file is usually located in the following location. *''C:\ProgramData\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' For '''Windows XP and Vista''', the log file is usually located in the following location. *''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\QBINSTANCEFINDER17.INI'' == Ensure both BudgetLink, Excel, Reckon Compatibility settings are using the defaults == Connection problems between software and Reckon Accounts / QuickBooks can occur if the ''user context'' between them is different. With that in mind, we recommend that all compatibilitity settings be unticked for all three applications. To do so, follow these steps. # Right-Click on the software's executable; # Select the '''Compatibility''' tab; # Untick '''Run this program in compatibility mode for'''; # Untick '''Run as Administrator''' # Click '''OK''' to save the settings; # Restart the software. To confirm that the software is not running in compatibility mode, follow these steps. # Start all software; # Open '''Task Manager'''; # Go to the '''Details''' tab; # Go to '''View''' and click on '''Select Columns'''; # Tick the following options: '''Operating System Context''', '''Elevated''', '''UAC Virtualisation''', '''Data Execution Prevention'''; # Confirm they all use the same settings. == Permissions == Incorrect or corrupt windows permissions may cause issues with the API. We recommend granting '''Full Control''' to the following folders. * ''C:\Program Files (x86)\Intuit\'' * ''C:\Program Files (x86)\Common Files\Intuit\'' * ''C:\ProgramData\Intuit\QuickBooks\'' * ''C:\Documents and Settings\All Users\Application Data\Intuit\QuickBooks\'' == Run the Reboot.bat batch file == Reckon Accounts / QuickBooks ship a special '''Reboot.bat''' batch file that registers and installs various components. Running the '''Reboot.bat''' batch file as administrator may resolve most issues or problems with Reckon Accounts / QuickBooks. The file is usually located in the ''C:\Program Files (x86)\Intuit\<latest version of Reckon or QuickBooks>''. Once you've run the file, we recommend rebooting the machine and seeing if the problem is fixed. == Test using the Windows Administrator user == We've found that sometimes, Reckon Accounts / QuickBooks is incorrectly configured for specific windows users. We recommend you test with the default '''Administrator''' windows account when starting your machine and seeing if you can connect correctly. == Test using a new Windows user account == We've found that sometimes, the current windows users account used is incorrectly configured. We recommend you create a new Windows user account and test to see if that account can connect successfully. == Rename your QBW data file == We've found an odd issue with the digital certificate used to sign an executable file. If it changes substantially (from SHA-1 to SHA-256 for instance), it can cause the get data process to fail while the file is closed. We believe some information is stored in the additional reckon files (ending with extensions such as .ND, .LGB, .QBW.ND and .QBW.TLG). To resolve this issue, the best approach is to backup your Reckon Accounts / Quickbooks data file. Then, rename only the .QBW file to a different name. Once done, re-browse and reauthorise the data file using the new name and it should resolve the connection issue. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] b7c1921e34d0d9fec3d0327308360beeda1b9339 0 531 4636 4414 2020-02-24T22:22:06Z Jeff 1 /* Preparation */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] === Notes === Dropbox synchronises the databases rather than updating them like on a Server. As such only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it <br clear=all> == Related Topics == [[How to Share BudgetLink on Network]] 27d3520bc0be4f9325def093383cdf930353427d 0 95 4637 3920 2020-03-12T05:44:51Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:\Temp\BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the System folder itself and to all sub folders and files will ensure that BudgetLink can work correctly. Furthermore, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 010e1d7171cd62dae3b55a3cbab370572153e3cd 0 465 4639 4440 2020-03-13T08:11:53Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live requires changing the connect type of an existing data file connection. All your budget and settings are stored against a data file connection so its important to edit and not delete your existing connection == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink if you haven't done so in the last year. The year of release is inclosed as the first section of the version number ie v2018. > if released in calendar year 2018 # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 4247abb732715ad8f5030032888a45be6f9819d3 4640 4639 2020-03-13T08:12:50Z Jeff 1 /* How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic */ wikitext text/x-wiki == Overview == From an integration perspective, MYOB AccountRight Live is a completely different product than MYOB AccountRight v19 (Classic). While the Classic version provides access to the MYOB data via an ODBC Driver, the Live version provides access via a web based API. As they are different, the process of upgrading from Classic to Live requires changing the connect type of an existing data file connection. All your budget and settings are stored against a data file connection so its important to edit and not delete your existing connection == How to Upgrade to MYOB AccountRight Live from MYOB AccountRight Classic == Before starting the process make sure that you have the latest conversion functionality by [[Upgrading BudgetLink|upgrading]] to the latest version of BudgetLink. To check if a new version exists click the Upgrade button in the BudgetLink menu # Go to Menu > 30. Settings > Data Files > Manage Data Files # When prompted, '''click Yes to Back Up''' as your about to make major changes to your file # Select your Data File and click the '''Edit Data File''' button. ('''DON'T DELETE THE EXISTING CONNECTION''' or create a new one as this existing contains your budgets and they will get deleted if the existing connection does.) # At '''Data File Type''' change the drop down from '''MYOB AccountRight 19''' to '''MYOB AccountRight Live''' # At Connection Type choose either LOCAL, SERVER, CLOUD. # If CLOUD then choose the MY.MYOB ONLY option if you only log on to MYOB with your my.MYOB an email address and password. If you enter a separate User Name like Administrator after logging onto MY.MYOB then choose the USER NAME AND PASSWORD option. # Click the '''Select (Browse)''' button # If you have chosen CLOUD then you will need to log onto my.MYOB first and allow access to BudgetLink # Then choose your data file from the left column # Enter your MYOB User Name and Password if required # Click Test to confirm that the connection details are correct. # Once accurate then click OK. BudgetLink will now convert your budgets and settings to the new format == Related == [[Changing how BudgetLink connects to your data file]] === Note === The existing data file connection stores all budgets and settings relating to that data file. If you delete that connection it all associated budgets and settings will get deleted also. Make sure that you only edit the existing connection rather than deleting and adding a new one 3a5fdc1be5f37a055ce61235ff3e2fdc3459c462 0 1094 4643 2020-03-15T22:34:10Z Nic 2 Created page with "BudgetLink v2020.3.1.284 was released on 11/03/2020. == Enhancements == '''MYOB AccountRight Live''' * Updated get data for MYOB AccountRigtht Live to donwload data by month..." wikitext text/x-wiki BudgetLink v2020.3.1.284 was released on 11/03/2020. == Enhancements == '''MYOB AccountRight Live''' * Updated get data for MYOB AccountRigtht Live to donwload data by month to support larger files. * Updated get data for MYOB AccountRight live to reset error counters once a successful call is achieved. '''Xero''' * Updated get data for Xero to reset error counters once a successful call is achieved. * Resolved issue with Accruals (Company) for Xero which didn't calculate Current Earnings movement. * Resolved with editing Xero Data File connection which would lose the selected tracking categories for jobs and categories when saving changes without having refreshed the lists. * Resolved issue with get data and Xero to ensure new tables always get retrieved in full. '''Miscellaneous''' * Enhanced the compact repair utility to ensure it runs from the local machine and not from the installation location. * Enhanced the compact repair utility to copy the data file locally if workspace is a network location. == Related Topics == * [[BudgetLink version archive]] 78c986041fb74541b7ab894476ce2fffa7c63425 0 854 4644 4584 2020-03-15T23:43:36Z Jeff 1 wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include: *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] faf844527a5294db15a673224fb8221050d89f00 4645 4644 2020-03-15T23:45:19Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include: *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file. Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] adb2fad8bb6676512a118caedc574e38bcf989a2 0 854 4646 4645 2020-03-15T23:45:52Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include: *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file == Procedudure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 07e230f84b5beb1916bbb32c6a2d20ee51285e05 4647 4646 2020-03-15T23:46:04Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == In order to successfully extract data from your data file, BudgetLink requires the exact ID or location of your data file and also permissions to extract data from that file. If any of those change then error messages may occur during the get data process or the data extracted might be incorrect Some of the above variables might change upon upgrading your MYOB data file. The reason is that the MYOB ID or location or name can sometimes change which means that BudgetLink either points to an old copy of the data file or cannot find the data file. As a precaution it is recommended to re-browse for your data file after upgrading MYOB so that these correct values are captured and stored Some of the Get Data error messages which can be solved by rebrowsing for your data file include: *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have == Procedudure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] f80cb067650fa1327bf4e0423529924d790da7c1 0 88 4648 4638 2020-03-16T03:01:03Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Cut (or Copy) and paste it to the new location; # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] 687af4eaa5ce5a4ec1e59debbeeb72028170da58 0 536 4649 2249 2020-03-16T03:01:25Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from drop box. It assumes that you have already installed BudgetLink on Dropbox == Pre-Requisits == [[How to move your BudgetLink folder from it's folder location to your Dropbox folder | Move BudgetLink to your Dropbox folder]] == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] d994ac87921c6997ff5dfb7f91806fc3dd647307 0 994 4650 4525 2020-03-16T03:57:02Z Jeff 1 /* Install the .net Framework 4.0 */ wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. [[Check your of .Net Framework version]] You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 512e108fb588450b34331b933914ebc2e7460ed5 4654 4650 2020-03-16T03:59:39Z Jeff 1 /* Install the .net Framework 4.0 */ wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. [[Check your of .Net Framework version]] If not .Net 4.0, you can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 434c1abc8a8d34242ffa83454ba89af628917c9d 4655 4654 2020-03-16T04:00:54Z Jeff 1 /* Install the .net Framework 4.0 */ wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. [[Check your .Net Framework version]] If not .Net 4.0, you can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 8869557bd2b4a9b85123c6c2e59b093e8397c13e 0 1096 4656 2020-03-16T04:01:03Z Jeff 1 Created page with "==Overview== .Net 4.0 is reuqired to install the BudgetLink Ribbon ==How to check your .NET Framework version== #On the Start menu, choose Run. #In the Open box, enter regedi..." wikitext text/x-wiki ==Overview== .Net 4.0 is reuqired to install the BudgetLink Ribbon ==How to check your .NET Framework version== #On the Start menu, choose Run. #In the Open box, enter regedit.exe. You must have administrative credentials to run regedit.exe. #In the Registry Editor, open the following subkey: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\NET Framework Setup\NDP. The installed versions are listed under the NDP subkey. 0445422849f8986bbd974e137db25cddbe4db41b 0 565 4657 4563 2020-03-16T04:19:32Z Jeff 1 /* Display Issues */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Hyperlinks issue]] * [[Ribbon disappearing after publishing]] * [[Some forms appear very small]] * [[Set Display Settings to Optimise for Compatibility]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 43ef67ed3f41a55442d6a165dcc4280037a49c80 4658 4657 2020-03-16T04:19:55Z Jeff 1 /* Display Issues */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Hyperlinks issue]] * [[Ribbon disappearing after publishing]] * [[Some forms appear very small]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 5ece8d428993b17b35eb33999b85f19d1956a279 0 1097 4659 2020-03-16T04:22:37Z Jeff 1 Created page with "== Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == * [[Set your Display Settings to Optimise for C..." wikitext text/x-wiki == Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == * [[Set your Display Settings to Optimise for Compatibility]] 11d3a79a520bd1083586686120cd37b578ef499c 4671 4659 2020-03-16T05:32:48Z Jeff 1 wikitext text/x-wiki == Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == * [[Set your Display Settings to Optimise for Compatibility]] == Related == f35a576fe7278d19a38adc0aff45496c384ace05 4672 4671 2020-03-16T05:33:51Z Jeff 1 wikitext text/x-wiki == Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == * [[Set your Display Settings to Optimise for Compatibility]] == Related == [[Troubleshooting Excel Problems]] 605e443fc51ae22ca8f625111911fa7e52486a24 4673 4672 2020-03-16T05:34:23Z Jeff 1 /* Fix */ wikitext text/x-wiki == Overview == If you are using multiple high resolution displays you may experience some forms appearing very small == Fix == [[Set your Display Settings to Optimise for Compatibility]] == Related == [[Troubleshooting Excel Problems]] 8ec684d67d729e5b9f1b6c08022e846314593e02 6 1098 4660 2020-03-16T04:25:27Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1099 4661 2020-03-16T04:28:33Z Jeff 1 Created page with "[[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]]" wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] 627eb190fc85b2153620ddc8ea8b15c9282ec20d 4662 4661 2020-03-16T04:29:20Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] # Excel Ribbon> File > Options 44141f9d6428c90e5300f390aa852010524f38d6 4663 4662 2020-03-16T04:29:52Z Jeff 1 wikitext text/x-wiki # Excel Ribbon> File > Options [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] 5e66e04cd490d325711777a1d5d5e663a77290de 4664 4663 2020-03-16T04:30:25Z Jeff 1 wikitext text/x-wiki # Excel Ribbon> File > Options > General > Optimise for Compatability [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] 926548f1aabd0e579f4a4827f7ff35fd2e4be5a9 4665 4664 2020-03-16T04:31:03Z Jeff 1 wikitext text/x-wiki # Excel Ribbon> File > Options > General > Optimize for Compatability [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] # Restart Excel 78ada0e627d826cd1bdd2e6d7b9321f947ae24c4 4666 4665 2020-03-16T04:31:24Z Jeff 1 wikitext text/x-wiki # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png]] 16126430c6d86ab266b8449728fb7ac5c2a06f1d 4667 4666 2020-03-16T04:33:36Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|300px|thumb|right|Optimize for Compatibility]] # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel 7385f1d0d6f8aadfccf5a6b6b356713f3c50f11c 4668 4667 2020-03-16T04:33:56Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel 79c3757c671182d7bf609f6ae903fe04e9828f05 4669 4668 2020-03-16T04:34:33Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|right|Optimize for Compatibility]] # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel 763fa5688854ab1bf053ce1352baa416c024a1af 4670 4669 2020-03-16T05:19:39Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] == Procedure == # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel == Related == 68876f23edf4cb05235d1df174c60a64a65300dd 4674 4670 2020-03-17T00:34:03Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] == Procedure == # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel == Related == [[Some forms appear very small]] 69263ee3fb2b2ee0a22899637d8234a087897c4c 4675 4674 2020-03-17T00:34:54Z Jeff 1 wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] == Overview == Some odd display issues can oftern be solved by changing a display option Excel Here is how to do that == Procedure == # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel == Related == [[Some forms appear very small]] b378d6c1835489fd70374425aa34d4bb98c1f5db 4676 4675 2020-03-17T00:35:06Z Jeff 1 /* Overview */ wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] == Overview == Some odd display issues can often be solved by changing a display option Excel Here is how to do that == Procedure == # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel == Related == [[Some forms appear very small]] 7c3499777a3f94342ce676ac5ed281fd1162abb9 4677 4676 2020-03-17T00:37:45Z Jeff 1 /* Overview */ wikitext text/x-wiki [[File:Excel_Options_General_User_Interface_Options_Optimize_for_Compatibility.png|600px|thumb|right|Optimize for Compatibility]] == Overview == Some odd display issues can often occur when you have multiple displays It can be solved by changing a display option Excel Here is how to do that == Procedure == # Excel Ribbon> File > Options > General > Optimize for Compatability # Restart Excel == Related == [[Some forms appear very small]] 6d3077a37b6b57f73a81d711fb4b736a9469e79a 0 95 4678 4637 2020-03-18T02:36:55Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:\Temp\BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the [[BudgetLink Folder|BudgetLink Folder]] itself and to all sub folders and files will ensure that BudgetLink can work correctly. Furthermore, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 233d9473d56f3eebf8f9b7599394c2e66a45519c 4679 4678 2020-03-18T02:41:14Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:\Temp\BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the [[BudgetLink Folder|BudgetLink Folder]] itself and to all sub folders and files will ensure that BudgetLink can work correctly. Furthermore, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]] If you prefer one-on-one support from us instead. You can engage us via the following link. Note that fees apply. [https://accountingaddons.com.au/support/personal/ https://accountingaddons.com.au/support/personal/] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] f75820f7084c58b314a32b047027fc4ff853b9c2 4680 4679 2020-03-18T02:42:18Z Nic 2 wikitext text/x-wiki == Overview == [[File:StartupWriteAccessError.png|300px|thumb|right|Start-Up write access error]] For BudgetLink to complete the [[Get Data]] process and to backup database files successfully, certain folder security permissions must be set. These settings will allow data to be extracted from your accounting products data file and be written to the BudgetLink databases. As a minimum, all BudgetLink users must have '''Read''' and '''Write''' access to all files and sub folders of the [[BudgetLink Folder|BudgetLink Folder]] and the '''C:\Temp\BudgetLink''' folder. Giving all BudgetLink users '''Full Control''' to the [[BudgetLink Folder|BudgetLink Folder]] itself and to all sub folders and files will ensure that BudgetLink can work correctly. Furthermore, BudgetLink '''cannot''' be installed in '''C:\Program Files\''' or '''C:\Program Files (x86)\'''. <br clear=all /> == Procedure == Check with your IT provider for support or procedures on how to change user permissions to the [[BudgetLink Folder]]. If you prefer one-on-one support from us instead. You can engage us via the following link. Note that fees apply. [https://accountingaddons.com.au/support/personal/ https://accountingaddons.com.au/support/personal/] == Temp Folder Permissions == If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. [[Category:Troubleshooting]] 5b5cd24f4909876c47fecb84bfd43011943bfb56 0 1 4681 4641 2020-03-18T05:49:51Z Jeff 1 /* What's New */ wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.3.1.284]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ a3fcdfe25ee562426a5e16ea800f364b2a391b95 4690 4681 2020-03-20T02:02:31Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.3.2.285]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ d23c38feecf79f0bebf890815815f9f08f10adc6 4696 4690 2020-03-25T02:15:32Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.3.3.286]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ ecce517c55a08f7202d7bbe8821d588cd4cfb81e 0 1100 4682 2020-03-18T05:51:09Z Jeff 1 Created page with "== Overview == When each updated is released it gets a version number Here is how to determine what version you have == Steps == #[[Start BudgetLink]]" wikitext text/x-wiki == Overview == When each updated is released it gets a version number Here is how to determine what version you have == Steps == #[[Start BudgetLink]] ffc4848cb6ea2fb8d9e3fa447a4a56aa95944acd 0 1052 4683 4390 2020-03-18T05:53:39Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] If you want to use BudgetLink after it has been closed you will need to start it Here is how to start BudgetLink == Steps == Double click the [[BudgetLink Shortcut]] on your desktop. Alternatively, if the shortcut does not exist, browse to the [[BudgetLink Folder]] and double click the BudgetLink.exe === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] ed656d56280add5c8c4b155081693e3edad823f0 0 1101 4684 2020-03-19T02:32:09Z Nic 2 Redirected page to [[First Get Data Performance]] wikitext text/x-wiki #REDIRECT [[First Get Data Performance]] d2240e059cf36749a8aabcf2651637be0ea1bc10 0 1102 4685 2020-03-19T02:37:02Z Nic 2 Created page with "== Overview == The first Get Data that BudgetLink performs has to pull a lot of information from your accounting data file. Once this get data completes, future get data wil..." wikitext text/x-wiki == Overview == The first Get Data that BudgetLink performs has to pull a lot of information from your accounting data file. Once this get data completes, future get data will be faster as BudgetLink will have archived information into it's database. As such, this first get data can be slow for large data files. You can control the number of financial years that BudgetLink pulls using the the '''Edit Years''' button. You can set the number of '''Historical Years''' and '''Future Years''' that will be retrieved. Reducing the number of financial years will increase performance. == Related Topics == * [[Get Data]] 9848cfa55f531d4170135ca908fbe815b561aef6 4686 4685 2020-03-19T02:37:39Z Nic 2 wikitext text/x-wiki == Overview == The first Get Data that BudgetLink performs has to pull a lot of information from your accounting data file. Once this get data completes, future get data will be faster as BudgetLink will have archived information into it's database. As such, this first get data can be slow for large data files. You can control the number of financial years that BudgetLink pulls using the the '''Edit Years''' button. You can set the number of '''Historical Years''' and '''Future Years''' that will be retrieved. If your get data is particularly time consuming, reducing the number of financial years will increase performance. == Related Topics == * [[Get Data]] f4e24af928bee54b5b40f45e5c1d86e67678d8f4 4687 4686 2020-03-19T02:39:20Z Nic 2 wikitext text/x-wiki == Overview == The first [[Get Data]] that BudgetLink performs has to pull a lot of information from your accounting data file. Once this get data completes, future get data will be faster as BudgetLink will have archived information into it's database. As such, this first get data can be slow for large data files. You can control the number of financial years that BudgetLink pulls using the the '''Edit Years''' button. You can set the number of '''Historical Years''' and '''Future Years''' that will be retrieved. If your get data is particularly time consuming, reducing the number of financial years will increase performance. == Related Topics == * [[Get Data]] a5370859d1d9d975cbe9f15c33b80d42ba02435b 6 96 4688 304 2020-03-19T23:30:54Z Nic 2 Nic uploaded a new version of &quot;[[File:StartupWriteAccessError.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4689 4688 2020-03-20T00:42:03Z Nic 2 Nic uploaded a new version of &quot;[[File:StartupWriteAccessError.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 204 4691 4642 2020-03-20T02:02:45Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ad262088d701e9118f1c95d585483a3fa6118460 4697 4691 2020-03-25T02:15:48Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 536e47831cf41c8f392cdad3c001a26287ec5748 0 1103 4692 2020-03-20T02:04:11Z Nic 2 Created page with "BudgetLink v2020.3.2.285 was released on 20/03/2020. == Enhancements == '''MYOB AccountRight Live''' * Changed label for MYOB AccountRight Live to MYOB AccountRight Live 202..." wikitext text/x-wiki BudgetLink v2020.3.2.285 was released on 20/03/2020. == Enhancements == '''MYOB AccountRight Live''' * Changed label for MYOB AccountRight Live to MYOB AccountRight Live 2020 or prior. * Enhanced Data File Account Budget to include current earnings values for MYOB AccountRight Live. * Enhanced Data File Job Budget to include balance sheet values for MYOB AccountRight Live to ensure budget balances and can be used on trial balance report. * Added the get data options date range for MYOB data files configured to only pull specific dates. '''Xero''' * Updated Xero connection to handle the updated token expired error. '''Miscellaneous''' * Added the get data financial year range to the top of the get data log. * Updated first get data message to have edit years button and help button. * Updated the Install Ribbon message to have install button instead of OK. * Updated upgrade dialogues to sort editions correctly and have option to show/hide versions already upgraded. == Related Topics == * [[BudgetLink version archive]] 2f48d381d0802e0dae6a009286b7e2d48b85e51b 0 399 4693 2818 2020-03-23T04:15:05Z Jeff 1 wikitext text/x-wiki BudgetLink provides multiple types of Accruals [[Versions|version]]. == Accruals (also known as Actuals) == The '''Accruals'''/'''Actuals''' [[Versions|version]] is available and is the principle version used to report numbers by [[Jobs]] and [[Categories]]. == Accruals (Categories) == The '''Accruals (Categories)''' [[Versions|version]] is available for MYOB AccountRight Live and provides numbers broken down by [[Categories]]. To enable this version, see [[How to enable or disable the Accruals (Categories) version]]. '''Note that this version is only available in BudgetLink Ultimate Edition. You will need to [http://accountingaddons.com.au/subscribe-to-budgetlink-ultimate-edition/ Upgrade to BudgetLink Ultimate Edition] to be able to configure this setting.''' === Notes === For MYOB AccountRight Classic users, the '''Actuals''' [[Versions|version]] is already broken down by [[Categories]]. == Accruals (Jobs) == This version pulls data by account by job by month (no transactions) It is suitable for reporting by job when you dont have too many jobs (ie more than 200) as it can become slower than pulling data at the transactions level as it has to pull a separate profit and loss for each job for each period == Accruals (Company) == The '''Accruals (Company)''' [[Versions|version]] pulls in data at the company (not by job or category) and is used by the Trial Balance Reports To enable this version see [[How to enable or disable the Accruals (Company) version]]. == Related Topics == * [[Versions]] * [[Features]] [[Category:Features]] 21d6f15223df7fb11b659468d345d20b56d2c0a5 0 1104 4694 2020-03-23T04:21:12Z Jeff 1 Created page with "== Overview == When connecting with AccountRight Live the '''Accruals (Company)''' version allows you to produce reports on an accruals basis at the company and by month leve..." wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Company)''' version allows you to produce reports on an accruals basis at the company and by month level only (ie no jobs or categories). In older versions this was disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Company) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Company) Version'''; # If you dont require actual data by job then you can untick '''Enable Actual Version''' and this will make the get data run faster. # Click '''Save''' and '''OK'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> 7f5b37cc4aee783f8ca4a0dab798be6523bff8d2 4695 4694 2020-03-23T04:23:03Z Jeff 1 wikitext text/x-wiki == Overview == When connecting with AccountRight Live the '''Accruals (Company)''' version allows you to produce reports on an accruals basis at the company and by month level only (ie no jobs or categories). In older versions this was disabled at start up. The notes below explain how to enable or disable this version. == How to enable or disable the Accruals (Company) version == [[File:VersionOptions.png|300px|thumb|right|Version Options]] To enable or disable the '''Accruals (Categories)''' version, follow these steps. # From the '''Main Menu''', click on '''30. Settings''' and then '''Options'''; # Click on the '''Set User Options''' button; # Select '''Versions''' from the list on the left-hand side in the User Options dialogue; # In the first list displayed on the right, tick or untick '''Enable Accruals (Company) Version'''; # If you dont require actual data by job then you can untick '''Enable Actual Version''' and this will make the get data run faster. # Click '''Save''' and '''OK'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related == * [[Accruals]] 5ea70cff710d1ab1a3f6aeb664b1e4917807ab2a 0 1105 4698 2020-03-25T02:17:15Z Nic 2 Created page with "BudgetLink v2020.3.3.286 was released on 24/03/2020. == Enhancements == '''Reports''' * Fixed issue with Projection Function. == Related Topics == * [[BudgetLink version a..." wikitext text/x-wiki BudgetLink v2020.3.3.286 was released on 24/03/2020. == Enhancements == '''Reports''' * Fixed issue with Projection Function. == Related Topics == * [[BudgetLink version archive]] c95535c39c3e92d89d5dd9ebc8119415a045da66 0 598 4699 4366 2020-03-26T05:54:40Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #[[Start BudgetLink]]; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## Take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] adb7b2e48ab82d2783e7291234fdbf03ab3db6dc 4747 4699 2020-07-23T00:30:50Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #[[Start BudgetLink]]; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## if your version doesnt have that button then, take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] fec8aaab2aa81e4cf9766cf91915dc4af0e885d5 4748 4747 2020-07-23T00:31:04Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #[[Start BudgetLink]]; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## If your version doesn't have that button then, take a screen shot of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 54872eda9bcdd920b15bdbe2ad1679736309a1ad 0 1052 4700 4683 2020-03-26T05:55:55Z Jeff 1 wikitext text/x-wiki == Overview == [[File:BudgetLinkShortcut.png|300px|thumb|right|BudgetLink Shortcut]] Here's how to start BudgetLink == Steps == Double click the [[BudgetLink Shortcut]] on your desktop. Alternatively, if the shortcut does not exist, browse to the [[BudgetLink Folder]] and double click the BudgetLink.exe === Notes === If any errors occurr at start-up, please see [[Troubleshooting Start-Up Problems]] for more information. == Related Topics == * [[Downloading BudgetLink]] * [[Installing BudgetLink]] [[Category:Getting Started Guide]] [[Category:How To Guides]] e5e64b51f1f40a304c351d4c292fc8cc5643c544 0 94 4701 4045 2020-03-31T23:15:05Z Jeff 1 /* Additional Support */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. === Xero === To troubleshoot problems with Xero, see [[Troubleshooting Get Data Problems with Xero]] == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a support log]] [[How to send a Get Data support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] 083c1b42bd9b3f124980497daed87ac9f7e3b734 4707 4701 2020-03-31T23:39:26Z Jeff 1 /* Additional Support */ wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. === Xero === To troubleshoot problems with Xero, see [[Troubleshooting Get Data Problems with Xero]] == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] ==Out of Disk Space error== Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. == Deleted Accounts or Jobs == Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. == Turning off Compact/Repair == By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. == Turning on Developer Mode to check temporary files generated during get data == The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a Get Data support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] eb84f39c26a8c8267a5745f381756231f3f7fdf0 0 1106 4702 2020-03-31T23:17:14Z Jeff 1 Created page with "== Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are c..." wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''ODBClink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 3b1dd3ccb418f9c0fe3aaf69d5821bab9012742e 4703 4702 2020-03-31T23:17:46Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 4c2c2ae7290be1a5c1861a37415ba86c471c11ee 4708 4703 2020-04-02T02:38:13Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 0d61907609253e5ad30e2e066d5cdbd1fd0dc299 4709 4708 2020-04-02T02:38:31Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 3829b95a0663392fc95afc251d03e0bec4759281 4710 4709 2020-04-02T02:38:57Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 0e79e8019c04c084999de4073718f7a9ee0227e3 4711 4710 2020-04-02T02:39:32Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 35bc064035883f19ffe8199875c6ab1f49f505c4 4712 4711 2020-04-02T02:39:49Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 189f06b7ebba6ea272f35dd14e773fd7af7b9a34 4713 4712 2020-04-02T02:40:04Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 1b4244242416144df5c2f5304312a87c64abb3a9 4714 4713 2020-04-02T02:40:23Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 3ec7f77bd5effd9dccd62cd248bf773713d1fe45 4715 4714 2020-04-02T02:40:39Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] f60c8272923753cbc8b884aa1077315243ee7b2f 4716 4715 2020-04-02T02:41:09Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If there is an error during this process, details of the error message will be captured in that log file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 717bbb4f859d29e0cebd4e16349aabd02eab18a5 4743 4716 2020-07-21T04:10:51Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. If any of those tasks return an error they will be documented To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 3e19086d257d796f83aebebd0ee2729c878c10c7 4744 4743 2020-07-21T04:11:31Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. Details of any errors will be included in that file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] 8e20d3a23ba075ba67a687c2d3250fb321013b14 4745 4744 2020-07-21T04:12:00Z Jeff 1 wikitext text/x-wiki == Overview == The Get data process pulls data from data sources into BudgetLink's database and also into Excels Memory. The many tasks that occur during that process are captured in a log file. Any errors generated during a task will be included in that file To send a copy of that log to Accounting Addons support then follow the process below: <br clear=all /> == Procedure == [[File:Excel_Ribbon_-_Send_Get_Data_Log.png|600px|thumb|right|Get Data Options dialog]] [[File:Select_the_log_file_to_send.png|300px|thumb|right|Get Data Options dialog]] [[File:Send Get Data Log Email.png|300px|thumb|right|Get Data Options dialog]] ===If you have already run a Get Data, follow the below process=== # From the Excel Ribbon click '''BudgetLink ''' then click '''Send Get Data Log''' # In the '''Select the log files to send''' form, leave the latest one at the top selected unless you have been instructed to send others and click '''OK'''. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook ===If you have already run a Get Data, but do not have Outlook then follow the process below to locate the file manually=== # Locate [[BudgetLink Folder]] # All log files generated by BudgetLink are filed under the following folder: [BudgetLink Folder]\Workspaces\[Workspace]\Logs\Get Data Logs # The Get Data Logs are Date and Time Stamped Text Documents that include the word Get Data in the name # Copy and paste the latest log file in an email or chat to sent to our support team. ===If not then Run the Get Data first to send the log file === [[File:GetDataDialogue.png|300px|thumb|right|Get Data Options dialog]] # From the Main Menu click '''Get Data''' # At the '''Get Data Options''' dialog, choose the '''Full Get Data''' option and click '''OK'''. # If an error occurs then we suggest as a first step clicking on the help button for more information on how to resolve the issue yourself. # At the bottom of the '''Get Data Progress''' dialog[[File:GetDataProgressDialogue.png|300px|thumb|right|Get Data Options Dialog]] click the '''Send Log''' button. # In the email that opens as shown below, check the content if you like first and then click '''Send''' in Outlook. [[Category:Troubleshooting]] b8bcd4885c5f06678612878af461098b32704287 6 1107 4704 2020-03-31T23:28:57Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1108 4705 2020-03-31T23:31:34Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1109 4706 2020-03-31T23:34:10Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1 4717 4696 2020-04-15T04:32:30Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.4.1.288]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 4a77adfd47d64c9fe7bf37e0e0970ac34b19eab9 4729 4717 2020-05-03T23:30:02Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.4.3.290]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 41a126235dd142ea212e029eee293f49eca440fa 4732 4729 2020-05-22T05:40:05Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.5.1.291]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ f437a596096f59750ac79c3fa6a65a0c7a7ae0ca 4737 4732 2020-07-02T04:10:52Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.7.1.292]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ e67949b2de903574622afabc9ed810cf001e77c6 0 204 4718 4697 2020-04-15T04:32:30Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 3a7dbb6df8f398c65f92624eeece680b4c7aac01 4730 4718 2020-05-03T23:30:22Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 43f3b17c2b46887fcf617b0effb17361269b00b2 4733 4730 2020-05-22T05:40:18Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 ef919d26644bf31146061b76d7c4d8b304b1e980 4738 4733 2020-07-02T04:11:03Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 69852f3cfa5dcaa288ebae2a8d387652139ab7c5 0 1110 4719 2020-04-15T04:33:42Z Nic 2 Created page with "BudgetLink v2020.4.1.287 was released on 15/04/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with prompting to enable MYOX to MYOB conversion routine w..." wikitext text/x-wiki BudgetLink v2020.4.1.287 was released on 15/04/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue with prompting to enable MYOX to MYOB conversion routine whenever a data warehouse is added. '''Budget Entry''' * Resolved issue with Budget Entry when published to ensure annual split still works. * Enhanced Budget Data Sources to have options to Clear and Update. '''Miscellaneous''' * Get Data will repair the auto number field of SYSTEM_GUIDs to ensure no get data fail. == Related Topics == * [[BudgetLink version archive]] 615be929eb138066902e492a3e427bd791340555 0 774 4720 4358 2020-04-17T04:09:37Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share it with multiple people when a single instance exist in a shared folder To share it, ensure a single copy exists in a shared folder. This can be either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |Give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. Another option is to install ODBClink on a Terminal Server and use Remote Desktop Connection to access it. A Pro Edition is licensed is requited to access ODBClink on a Terminal Server or by Remote Desktop Connection == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 7e672a4a823b0c28799628276e914e321ab63891 4721 4720 2020-04-17T04:09:59Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share it with multiple people when a single instance exist in a shared folder To share it, ensure a single copy exists in a shared folder. This can be either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. Another option is to install ODBClink on a Terminal Server and use Remote Desktop Connection to access it. A Pro Edition is licensed is requited to access ODBClink on a Terminal Server or by Remote Desktop Connection == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 1ca0db0b290a86f985a787b3b3d989b3a6ed5188 4722 4721 2020-04-19T23:33:14Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share it with multiple people when a single instance exist in a shared folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. Another option is to install ODBClink on a Terminal Server and use Remote Desktop Connection to access it. A Pro Edition is licensed is requited to access ODBClink on a Terminal Server or by Remote Desktop Connection == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] 6b4e4df7c1629cae9f4662769b8cfcd85f218166 4723 4722 2020-04-19T23:37:31Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. If accessing a shared folder via remove a Remote Desktop connection Another option is to install ODBClink on a Terminal Server and use Remote Desktop Connection to access it. A Pro Edition is licensed is requited to access ODBClink on a Terminal Server or by Remote Desktop Connection == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] 024be8706ae408f565aeb667096fd0cf57fbecdb 4724 4723 2020-04-19T23:37:45Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] 19b66e05c8d008ab6047cc5e8711945ca2a7565d 4726 4724 2020-04-19T23:40:03Z Jeff 1 /* Related */ wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] [[How to make BudgetLink excel files work in OneDrive]] dc16c56aee502b91d727b46b4bdb5cc7882531ef 4727 4726 2020-04-19T23:41:01Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder If the shared folder is OneDrive you will need to [[How to make BudgetLink excel files work in OneDrive| update the OneDrive settings]] first Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] [[How to make BudgetLink excel files work in OneDrive]] fd9c5d800b9a6da2c001bc04b817e584f478fab0 4728 4727 2020-04-19T23:41:34Z Jeff 1 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder Your able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder A shared folder can either be a folder on your File Server, Dropbox or OneDrive If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder If the shared folder is OneDrive you will need to [[How to make BudgetLink excel files work in OneDrive| update the OneDrive settings]] so that the files are opened from a local copy Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] [[How to make BudgetLink excel files work in OneDrive]] ac8679bde52c895e686164e017d900854aaba5ca 0 1111 4725 2020-04-19T23:38:24Z Jeff 1 Created page with " A Pro Edition is licensed is required to access BudgetLink on a Terminal Server or by Remote Desktop Connection" wikitext text/x-wiki A Pro Edition is licensed is required to access BudgetLink on a Terminal Server or by Remote Desktop Connection 548bd13296324d481b24b620c31d862aafb86af2 0 1112 4731 2020-05-03T23:31:21Z Nic 2 Created page with "BudgetLink v2020.4.3.290 was released on 28/04/2020. == Enhancements == '''MYOB AccountRight Live''' * Devised fix for parsing invalid numbers for MYOB AccountRight Live. ..." wikitext text/x-wiki BudgetLink v2020.4.3.290 was released on 28/04/2020. == Enhancements == '''MYOB AccountRight Live''' * Devised fix for parsing invalid numbers for MYOB AccountRight Live. '''MYOB AccountRight Classic''' * Enhanced Standard Tables for MYOB Classic to support larger data sets when calculating journal records data. '''Miscellaneous''' * Enhanced data files to have static IDs that do not change during upgrade. * Added RibbonPath property to Platform.ini file to control where the ribbon will be copied to. * Resolved issue with Forecast Function. == Related Topics == * [[BudgetLink version archive]] 012b9420e3a548737394460da732ce167efd91e4 0 1113 4734 2020-05-22T05:42:21Z Nic 2 Created page with "BudgetLink v2020.5.1.291 was released on 22/05/2020. == Enhancements == '''MYOB AccountRight Live''' * Added MYOX_ActivitySlips table. * Enhanced MYOB_ActivitySlips convers..." wikitext text/x-wiki BudgetLink v2020.5.1.291 was released on 22/05/2020. == Enhancements == '''MYOB AccountRight Live''' * Added MYOX_ActivitySlips table. * Enhanced MYOB_ActivitySlips conversion routine to use MYOX_ActivitySlips table. '''Xero''' * Enhanced Get Data for Xero to pause long enough when xero instructs us to. * Enhanced Get Data to test data file connection at start of process. * Enhanced Get Data to also save any updated tokens for Xero. '''Budget Entry''' * Budget Entry will now forecast from the selected month onwards, instead of the next month onwards. '''Budget Import''' * Importing budget will now scroll to range correctly. * Importing budgets will now support files in one drive correctly. * Importing budget data sources will now support files in one drive correctly. * Cancelling import of budget will now prompt to close file instead of always closing. '''Miscellaneous''' * Enhanced Upgrade to remember last get data settings so as not to do a full get data but use archive. * Updated out of memory message to always show on top and above all other windows. * Updated out of memory message to increase threshold for 32bit from 1024mb to 1333mb. * Moving data files up and down the list will no longer make them disappear if disabled. == Related Topics == * [[BudgetLink version archive]] 034aa5cc3faaf55b00e60a243c930c2f3d52a499 0 52 4735 2872 2020-06-23T03:12:04Z Jeff 1 wikitext text/x-wiki == Overview == The Version Control feature of BudgetLink allows you to create and manage additional budgets. It is only available in '''BudgetLink Pro Edition''' and '''BudgetLink Ultimate Edition'''. From this screen you can perform the following actions: * [[Creating a New Budget|Create a new budget]] * [[Modifying Budget Data|Modify budget data]] * [[Locking Budgets|Protect a budget from being edited]] * [[Enabling and disabling Versions]] == Related Topics == [[Creating a forecast version manually]] 5999a1ed9367392759b4bbab676ac272fd49bdc2 0 354 4736 1482 2020-06-23T03:12:41Z Jeff 1 /* Related Topics */ wikitext text/x-wiki == Overview == It is sometimes useful to manually create a forecast version, rather than relying on the forecast and projection reports in BudgetLink. To manually create a forecast version, the process can be broken down into the following steps: * Creating an empty forecast version; * Copying budget values into all months of the forecast version; * Copying actual values into the historical months of the forecast version; '''Note that this approach requires the ability to create multiple versions which is only available in BudgetLink Ultimate Edition.''' == Creating an empty forecast version == [[File:VersionControl.png|300px|thumb|right|Version Control]] [[File:AddForecastVersion.png|300px|thumb|right|Adding a forecast version]] To create an empty forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # Click on the '''Version Control''' button; # Click on the '''Create New Version''' button; # Choose '''Budget''' as the type of version to create and click '''OK'''; # Enter '''Forecast''' as the version name; # Ensure the periods type is set to '''Monthly''' (unless using weekly actuals and budgets); # Click '''OK''' to create the empty Forecast version; # Click '''Close''' on the version control dialogue. <br clear=all /> == Copying budget values into all months of the forecast version == [[File:CopyBudgetDataIntoForecast.png|300px|thumb|right|Copying budget values into forecast version]] We recommend you use an existing budget as the starting point for forecasting. To copy budget values into all months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is ticked and choose to copy from '''Budget''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is ticked and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is unticked; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Copying actual values into historical months of the forecast version == [[File:CopyActualDataIntoForecast.png|300px|thumb|right|Copying actual values into forecast version]] To copy actuals into the historical months of the forecast version, follow these steps. # From the '''Menu''', click on '''20. Budget Entry'''; # Click on '''Version Control''' in the menu; # From the Version Control page, click the '''Version Control''' button; # Click '''Yes''' to backup the database; # Click '''OK''' when the backup is complete; # On the version Control dialogue, click the '''Modify Data''' button; # On the Modify Budget Data dialog box that appears, click the '''From''' list and choose to '''Copy''' the source data; # Click the '''To''' list and choose to '''Replace''' the data in the destination budget version; # Ensure that the '''Choose a specific version to modify''' check box is selected and choose to copy from '''Actual''' into '''Forecast'''; # Ensure that the '''Choose a specific year to modify''' check box is selected and choose the year to copy in both the from and to dropdowns; # Ensure that the '''Choose a specific period to modify''' check box is selected and choose the first month to copy from in both the from and to dropdowns; # Once all your selections have been made, click the '''Modify Budget Data'''; # Click '''OK''' when the operation is complete; # Repeat this process for each month you need to copy; # Click '''Close''' on the Modify Budget Data dialogue; # Click '''Close''' on the Version Control dialogue; === Note === * You can also tick the '''Choose a specific job to modify''' and choose to copy from '''Consolidated''' into '''No Job'''. This will reduce the memory used by the software but does mean you will not be able to do job-based comparison. * You can also tick the '''Choose a specific category to modify''' and choose to copy '''Consolidated''' into '''No Category'''. This will reduce the memory used by the software but does mean you will not be able to do category-based comparison. <br clear=all /> == Related Topics == * [[Forecast Reports]] * [[How To Guides]] * [[Version Control]] [[Category:How To Guides]] 5c4f03dfee59892de3337183f286ad174c0f60c1 0 1114 4739 2020-07-02T04:11:55Z Nic 2 Created page with "BudgetLink v2020.7.1.292 was released on 02/07/2020. == Enhancements == '''Publish''' * Enhanced publish to resolve issues with Menu with adding to existing published workbo..." wikitext text/x-wiki BudgetLink v2020.7.1.292 was released on 02/07/2020. == Enhancements == '''Publish''' * Enhanced publish to resolve issues with Menu with adding to existing published workbook. * Enhanced publish to resolve issues with Menu when publishing to multiple workbooks. '''Miscellaneous''' * Devised fix for detecting dropbox folders correctly. * Fixed issue with the licensing of the Free Edition. == Related Topics == * [[BudgetLink version archive]] 04fba98da2605d755f29c66ef05f30ff8afdf5cf 0 190 4740 4570 2020-07-02T05:20:53Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''. # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear # From website, [[Downloading BudgetLink|download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3ca3b11e27bcd44a70d502cf4a5c892adcd8ce51 4741 4740 2020-07-02T05:23:36Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 633d5b0ac02a11590e06ccd2f070bc50eabd5d15 4742 4741 2020-07-02T05:25:21Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 99a3b4b5816a2ea897d998c1b0aa3345324f2b13 0 594 4746 4557 2020-07-21T04:14:06Z Jeff 1 Replaced content with "== Overview == This support note has been moved to [[How to send a Get Data support log]]" wikitext text/x-wiki == Overview == This support note has been moved to [[How to send a Get Data support log]] a9462695a3cc65a6084fe5fbb7337872108775e4 0 598 4749 4748 2020-07-23T00:32:34Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #[[Start BudgetLink]]; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then continue with the steps below to show the Licensing Dialogue: ## From the Menu click '''30.Settings'''; ## Click '''License'''; ## Click '''View Licensing'''; # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## If your version doesn't have that button then, take a screen shot (key Windows-Shift-s) of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 3fca4f30fcbdc476ea3f796f66f33623f45cec9d 4751 4749 2020-07-23T00:35:40Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] Each installation of BudgetLink generates a unique [[BudgetLink Serial Number|Serial Number]]. To subscribe to BudgetLink or renew a subscription you may need to provide that serial number. To locate it, follow the steps below. == Procedure == #[[Start BudgetLink]]; # If the Licensing Dialogue appears the Serial Number is located at the top right of the form as shown in the image # If not then open the [[Licensing Dialogue]] # If you need to add it to a subscription form, copy it from here and paste it into the form # If you have been requested to email then either ## Click the '''Send Serial Number''' button to create a new email then click send or ## If your version doesn't have that button then, take a screen shot (key Windows-Shift-s) of the form and paste it into a reply email; <br clear=all /> == Related Topics == * [[How to enter a License Key]] * [[Getting Started Guide]] [[Category:Getting Started Guide]] [[Category:How To Guides]] fdf5a037d946c2397b0a3d886b44d80803d2314b 0 848 4750 4344 2020-07-23T00:34:50Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #From the '''BudgetLink Menu'' click on '''30. Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] f4dbbcaed95c074a63ca28f0e6d7709a344036d7 4752 4750 2020-07-23T00:38:16Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #Either ## From the '''BudgetLink Menu'' click '''License'''; ## From the '''Excel Ribbon'' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 4bbf10dce115d29e0d68303403a1e6294b1bc166 4753 4752 2020-07-23T00:38:47Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #Either" ## From the '''BudgetLink Menu''" click '''License'''; ## From the '''Excel Ribbon'"' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 184d30fc9b9d2ee0d0a17988f8da2d13c51915a5 4754 4753 2020-07-23T00:39:26Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #Either" ## From the '''BudgetLink Menu''' click '''License'''; ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 44eceaf6d8972e47f123333486ded7f04ecbc155 4755 4754 2020-07-23T00:39:42Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #Either: ## From the '''BudgetLink Menu''' click '''License'''; ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] f600f0a47da5ed66c1cc04137a539f3112bb8e6f 4757 4755 2020-07-23T00:57:34Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== #Either: ## From the '''BudgetLink Menu''' click '''License'''; [[File:Ribbon_Buttons.png|600px|thumb|right|Licensing Dialogue]] ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 45ef2e03813fea5bbaf8b66529901abd07a6b92e 4758 4757 2020-07-23T00:58:00Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:Ribbon_Buttons.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''BudgetLink Menu''' click '''License'''; ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 1b00bac27274428f10a558b694b2b192eb520235 4761 4758 2020-07-23T01:05:33Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:Ribbon_Buttons.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''BudgetLink Menu''' click '''License'''; ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 45d76994551211b865b1763dbdf268629318bffa 4763 4761 2020-07-23T01:08:33Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''BudgetLink Menu''' click '''License'''; ## From the '''Excel Ribbon''' click on '''Settings''' and then '''License'''; #Click on the '''View License''' button; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] db7c894b4b7bf4f704f6831b4f74cb3e1ef1d4da 4764 4763 2020-07-23T01:09:52Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''Excel Ribbon''' click on '''Settings''' and then '''View License'''; ## From the '''BudgetLink Menu''' click '''License'''; [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 726f5a136b827bceee93aa81eeb05d24db34d625 4765 4764 2020-07-23T01:10:25Z Jeff 1 wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''Excel Ribbon''' click on '''Settings''' and then '''View License'''; ## From the '''BudgetLink Menu''' click '''License'''; # The '''BudgetLink Licensing''' form should display as per below right [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 0b1c5b996b033108a1fd1ae872e65699b244c354 4766 4765 2020-07-23T01:11:00Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''Excel Ribbon''' click on '''Settings''' and then '''View License'''; ## From the '''BudgetLink Menu''' click '''License'''; # The '''BudgetLink Licensing''' dialogue will display as per below right [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to enter a License Key]] 0711222c1896bb6f254b46809c4f26f4878ea7d3 4767 4766 2020-07-23T01:11:49Z Jeff 1 /* Related */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''Excel Ribbon''' click on '''Settings''' and then '''View License'''; ## From the '''BudgetLink Menu''' click '''License'''; # The '''BudgetLink Licensing''' dialogue will display as per below right [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to locate your BudgetLink Serial Number]] [[How to enter a License Key]] 194a38474c1c418080ea51b2474147605539f90a 4768 4767 2020-07-23T01:12:00Z Jeff 1 /* Related */ wikitext text/x-wiki ==Overview== The licensing dialogue will display at start if your on a trial, subscribed to the Free Edition or your subscription has expired. If you need to enter a license key and its not displaying then follow the steps below to open the Licensing Dialogue ==Procedure== [[File:RibbonSettingsViewLicense.png|600px|thumb|right|Licensing Dialogue]] [[File:RibbonButtonsLicense.png|600px|thumb|right|Licensing Dialogue]] #Either: ## From the '''Excel Ribbon''' click on '''Settings''' and then '''View License'''; ## From the '''BudgetLink Menu''' click '''License'''; # The '''BudgetLink Licensing''' dialogue will display as per below right [[File:LicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] ==Related== [[How to locate your BudgetLink Serial Number]] [[How to enter a License Key]] c9921f47f2a6847426b1cddcc4a3dd2c2ba4f310 6 1115 4756 2020-07-23T00:56:32Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4759 4756 2020-07-23T00:59:36Z Jeff 1 Jeff uploaded a new version of &quot;[[File:Ribbon Buttons.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1116 4760 2020-07-23T01:04:33Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1117 4762 2020-07-23T01:08:01Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 536 4769 4649 2020-07-28T02:16:59Z Jeff 1 wikitext text/x-wiki == Overview == The support note explains how to share BudgetLink from Dropbox. It assumes that you have already installed BudgetLink on Dropbox == Pre-Requisits == [[How to move your BudgetLink folder from it's folder location to your Dropbox folder | Move BudgetLink to your Dropbox folder]] == Procedure == # From Window Explorer, Right click on the BudgetLink folder in Dropbox and click share this folder # Uncheck Allow editors to manage membership of this folder # Enter the email address of the people you want to share BudgetLink with # Choose Can Edit # Click Share folder <br clear=all> == Related Topics == [[How to Share BudgetLink with Drop Box]] 9d97d46775955d0bac013d54a485d2ee59cce709 0 1 4770 4737 2020-07-31T02:54:37Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.7.2.293]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 0315fc24705a892e5712e888a80e3c3c0790a5d9 4776 4770 2020-09-07T03:38:56Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.9.1.295]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ ecd0f184c5acbf99ace06d21bbfc2cf945ca0a4a 4780 4776 2020-09-11T03:08:15Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.9.2.296]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 5e6d62f9abe5b26fb734f9725a67a6c4a86dfd9b 4790 4780 2020-10-08T22:38:34Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.10.1.297]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ e393d5064b3282d8c9e101f732b9ec6ded0f169b 4794 4790 2020-11-06T03:54:30Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.11.1.298]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 684e1ebbfc289e0ad6856737403e47af1428809e 4797 4794 2020-11-09T05:31:49Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.11.2.299]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 5913ec3943819052581c7263ae9c968d2b727a1b 0 204 4771 4738 2020-07-31T02:54:53Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6f89933c2cea1e3f88a279051fa76cc2da6dc653 4777 4771 2020-09-07T03:39:11Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 b7ec48f316647e19b37bccd116a4b9a104ec345d 4781 4777 2020-09-11T03:08:26Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 68f6db02d72cfec80ef92774079aae8b1fe9c7e9 4791 4781 2020-10-08T22:38:57Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1e75b883e3e13c900e397cbb43d6cfbfebf69e71 4795 4791 2020-11-06T03:54:44Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 aa78e3e27b4df4f94f4fcfd5dd6dbaef12d95d89 4798 4795 2020-11-09T05:32:04Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 645b74a32c51defac406025696c8b2d89ab3d4f8 0 1118 4772 2020-07-31T02:55:20Z Nic 2 Created page with "BudgetLink v2020.7.2.293 was released on 31/07/2020. == Enhancements == '''MYOB AccountRight Live''' * Enhanced conversion routine for MYOX to MYOB to have seperate ID table..." wikitext text/x-wiki BudgetLink v2020.7.2.293 was released on 31/07/2020. == Enhancements == '''MYOB AccountRight Live''' * Enhanced conversion routine for MYOX to MYOB to have seperate ID tables for accounts and jobs. * Enhanced MYOX standard tables to have fixes for sales based meta data. * Enhanced adding MYOB AccountRight Live data file to not require internet explorer and use the same authorise/confirm approach as Xero. * Resolved issues with payroll categories and account name lengths. '''Xero''' * Resolved issue with Xero where reselecting the data file during get data could initially still complain that it has changed or is not valid. * Resolved issue with Xero which would fail to identify the correct default web browser. * Enhanced adding xero data file to have authorise/confirm process. * Enhanced removing xero data file to prompt to revoke access. '''Miscellaneous''' * Enhanced data file dialogue to always allow Delete Archive button to be available. == Related Topics == * [[BudgetLink version archive]] 9355e58c7d7d2371ce8698da5cfee7ff0ee3eac4 0 190 4773 4742 2020-08-20T00:22:03Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; ## If the upgrade button does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''Upgrade Installation''' checkbox and then click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 8d7e65789e374ce993d29cc2146896ca457c8a3a 4784 4773 2020-09-11T05:02:13Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new Version folder within the BudgetLink folder and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; ## If the upgrade button does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 48646d20749d22fdeec084d5502ce3327bf87f1e 0 271 4774 4585 2020-08-20T00:53:09Z Jeff 1 wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] * [[How to Re-install BudgetLink]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] == Menu == * [[How to refesh the BudgetLink Menu]] == Configuration == * [[How to default Excels calculation mode to manual]] 01e38473706eacd5e20f32e93cddeefc74fda3a3 0 669 4775 2743 2020-09-03T01:21:31Z Jeff 1 wikitext text/x-wiki ==Overview== Versions can be enabled and disabled. The impact of disabling a version is that it cannot be used in any forms or reports and it may reduced the get data time Any data data captured in the version will remain in the database and can be used if enabled again ==Disable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button. <br /> The Version Control form will appear showing versions. <br /> Enabled versions will have an '''x''' to the left of the Version name # Double click the Version to disable. <br /> # In the Disable Version form, check that you have chosen the correct version to disable and if yes click '''OK'''. <br /> The '''x''' will get removed from the Version # Click Close. <br /> The version will now be hidden from Version drop downs in the Customise form ==Enable a Version== # From the BudgetLink Menu. Go to 20. Budget Entry > Version Control # In the '''Version Control''' sheet click the '''Version Control''' button <br /> The Version Control form will appear showing versions. <br /> Disabled versions will have no '''x''' to the left of the Version name # Double click the Version to enable # In the Enable Version form, check that you have chosen the correct version to enable and if yes click '''OK''' # The '''x''' will get added from the Version # Click Close. <br /> The version will now appear in the Version drop downs in the Customise form 4d2b9aad630e14f220dc386c23e08429fd3f45be 0 1119 4778 2020-09-07T03:41:17Z Nic 2 Created page with "BudgetLink v2020.9.1.295 was released on 07/09/2020. == Enhancements == '''MYOB AccountRight Live''' * Added additional error handling for new html like errors for MYOB Acco..." wikitext text/x-wiki BudgetLink v2020.9.1.295 was released on 07/09/2020. == Enhancements == '''MYOB AccountRight Live''' * Added additional error handling for new html like errors for MYOB AccountRight Live. '''Get Data''' * Fixed message when get data fails to show the correct time at the end of the get data log. * Enhanced get data to remove readonly flag on any data file interface to ensure get data succeeds. '''Budgeting''' * Enhanced importing budgets to only clear specific jobs if using a jobs range. * Enhanced importing budgets to restrict to used range to increase performance when highlighting whole columns/rows. * Updated saving budgets to remove auto calculate if it should be off. * Fixed issue with budget entry to ensure it recalculates subtotals. '''Publish''' * Publishing down the page will only use the name of the worksheet to name the published sheet. * Publishing down the page will no longer remove header rows. * Fixed issue with trial balance to ensure it can publish. '''Miscellaneous''' * Enhanced upgrade process to better detect the last installation used. == Related Topics == * [[BudgetLink version archive]] cfa5946987c35a6ee2f0a85042830a12216c1ebf 0 832 4779 4283 2020-09-11T02:59:50Z Jeff 1 /* Overview */ wikitext text/x-wiki ==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] You can either setup during uploading the data file or any time later. If you have uploaded the data file already. Please follow the below process for archiving. * From the BudgetLink menu Go to 30.Settings/Data Files. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== [[How to Delete an Archive]] f24778b67c025b454732df7baae4962d0d819cec 4782 4779 2020-09-11T03:09:37Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions ==Procedure== [[File:Archiving.png|300px|thumb|right|Archiving]] # [[Go to the Data File Setup form]]. * Click Manage Data Files button. * From the pop out select the data file you will need to archive and click on edit data file. * In the data file setup dialogue to the bottom of the window. * Under Get Data Options click the dropdown. You will see the below options. <br clear=all /> [[File:Fixed Date Archiving.png|300px|thumb|right|Fixed Date Archiving]] 1.'''Archive and retain historical data recorded prior to a FIXED DATE.''' With this option you will be able to select the date to archive the <br clear=all /> 2.'''Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.''' <br clear=all /> 3.'''Archive and retain historical data recorded prior to the PURGE DATE.''' * Select the option you will require and click OK. Done. <br clear=all /> ==Related Topics== [[How to Delete an Archive]] e3f08861ec280e1569c3b526f72937ba56049606 0 1120 4783 2020-09-11T03:09:40Z Nic 2 Created page with "BudgetLink v2020.9.2.296 was released on 11/09/2020. == Enhancements == '''MYOB AccountRight Live''' * Added additional error handling for MYOB AccountRight Live runtime exc..." wikitext text/x-wiki BudgetLink v2020.9.2.296 was released on 11/09/2020. == Enhancements == '''MYOB AccountRight Live''' * Added additional error handling for MYOB AccountRight Live runtime exceptions. * Added Accruals (Advanced) for MYOB AccountRight Live. '''Miscellaneous''' * Enhanced upgrade process to better detect the installation to upgrade. == Related Topics == * [[BudgetLink version archive]] 48770eeab69db76a649ad18b038d428e9e94739d 0 720 4785 2918 2020-09-11T05:20:22Z Jeff 1 /* Procedure */ wikitext text/x-wiki ==Overview== All BudgetLink reports are self contained Excel workbooks that can be shipped and installed independently of each other. The only requirement is that they are located within the BudgetLink's system folder. Follow the below procedure if you receive the custom report as an attachment in an email. ==Procedure== To install a custom report received as an email attachment, follow these steps. Start BudgetLink # From the Menu, click on 35. Help, then choose Links; # Click on the hyperlink next to System Folder; # Copy the folder location displayed in the address bar at the top of the windows explorer window; # Go to your email and chose to save the attachment and paste the address copied; # Click the save button; ## Dont open the workbook and click save as as this will break the links in the workbook # Return to BudgetLink and click on the Refresh Menu button; The new report should appear in the menu. <br clear=all /> ==Related Topics== * [[Customising Reports]] * [[How to install a custom report]] ba54e204aaafcbd7e46a4472a8e1dc61702987b4 0 854 4786 4647 2020-09-12T01:38:04Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink requires the exact ID or location of your MYOB data file in order to successfully extract data. Sometimes such as when MYOB is upgraded the ID changes If you experience any of the following errors then try re-browsing to your data file *Changes made to your data file do not appear to be updating in BudgetLink *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have == Procedudure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] 41022a38e1326aeee13ef458eaee98665ea4982d 4787 4786 2020-09-12T01:38:45Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink requires the exact ID or location of your MYOB data file in order to successfully extract data. Sometimes such as when MYOB is upgraded the ID changes If you experience any of the following errors then try re-browsing to your MYOB data file to resolve them *Changes made to your data file do not appear to be updating in BudgetLink *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have == Procedudure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] bed235f299c5633032e4a08f72ab6a420fa9fd6b 0 126 4788 4624 2020-10-08T05:04:16Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] To connect BudgetLink with Xero, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero (default)'''; # Click '''Select''' button; # When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file; # Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] f23fcce71f4b8942f163794a6384923b31fa3172 4789 4788 2020-10-08T05:06:28Z Nic 2 wikitext text/x-wiki == Overview == You can connect BudgetLink to your [[Xero]] data file. == Connecting BudgetLink to Xero == [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] [[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] To connect BudgetLink with Xero, follow these steps. # Go to the '''Data File Setup''' dialogue; #: ''See [[Changing how BudgetLink connects to your data file]] for more information.'' # Enter '''Company Name'''; # Set the '''Data File Type''' to '''Xero''''; # Set the '''Connection Type''' to '''Connect to Xero (default)'''; # Click '''Select''' button; # When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file; # Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful; # Select your data file from the next dialogue; # When prompted, choose to test the data file connection; # Select the '''Tracking Categories''' tab; # Click '''Refresh Lists''' to pull the list of possible tracking categories; # Select tracking category used for '''Jobs''' (if required); # Select tracking category used for '''Categories''' (if required); # Click '''OK''' to close the '''Data File Setup''' dialogue; # Click '''Close''' to close the Manage Data Files dialogue; # Run your first [[Get Data]]. === Notes === * When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product. === Video === This getting started video will show you how to connect BudgetLink with Xero. {{#ev:youtube|aRHCYx_tRxs|560|left|BudgetLink Getting Started for Xero}} <br clear=all> == Connecting BudgetLink to Xero using a private certificate == Alternatively, you can connect BudgetLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting BudgetLink to Xero using a private certificate]]. == Related Topics == * [[Changing how BudgetLink connects to your data file]] d3fe31c7f6ae3804d933770247e602566a6935a7 0 1121 4792 2020-10-08T22:40:34Z Nic 2 Created page with "BudgetLink v2020.10.1.297 was released on 09/10/2020. == Enhancements == '''MYOB AccountRight Live''' * Enhanced Sales, Purchases, Sales Orders and Purchase Orders standard ..." wikitext text/x-wiki BudgetLink v2020.10.1.297 was released on 09/10/2020. == Enhancements == '''MYOB AccountRight Live''' * Enhanced Sales, Purchases, Sales Orders and Purchase Orders standard tables to increase performance. '''Xero''' * Updated all keys for XERO to use Accounting Addons certfified key. '''Account Hierarchies * Account hierarchies will now remember the selected row correctly. '''Budget Entry''' * Resolved issue with budget entry to support account hierarchy mappings when COGS are included as Income. * Resolved issue with budget import to support account hierarchy mappings when COGS are included as Income. '''Data Files''' * Added Eliminations flag to data files. == Related Topics == * [[BudgetLink version archive]] 1011fa36600972b68618d641aef15eeaa986aaaf 0 177 4793 4375 2020-10-21T23:26:20Z Nic 2 wikitext text/x-wiki The following topics will assist you configuring and using BudgetLink. == New Installation == The following pages contains all the main topics when first downloading and using BudgetLink. * [[Downloading BudgetLink|How to download BudgetLink]] * [[Installing BudgetLink|How to install BudgetLink]] * [[Complete the Setup Wizard|How complete the Setup Wizard]] * [[Starting BudgetLink|How to start BudgetLink]] * [[Changing how BudgetLink connects to your data file|How to connect BudgetLink to your accounting data]] * [[Get Data|How to get data]] * [[Menu|How to navigate in BudgetLink]] * [[Customising Reports|How to customise reports]] * [[Editing the layout of reports|How to edit the layout of reports]] * [[Publishing Reports|How to publish reports]] Once you've evaluated BudgetLink, you will be either interested in getting a license of the Free Edition or purchase the Ultimate Edition. The following pages will assist you. * [[How to get a License Key]] * [[How to locate your BudgetLink Serial Number]] * [[How to enter a License Key]] * [[How to find your BudgetLink Version]] == Upgrades == If you are upgrading to the latest version of BudgetLink, see the following pages. * [[Upgrading BudgetLink|How to upgrade BudgetLink]] == Additional Information == For a complete list of reports, see the [[Reports]] page. For a complete list of charts, see the [[Charts]] page. For a complete list of features, see the [[Features]] page. == Related Topics == * [[How To Guides]] * [[Troubleshooting]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 02bde500c8237e56b11f3de052dc1a483154da9e 0 1122 4796 2020-11-06T03:55:52Z Nic 2 Created page with "BudgetLink v2020.11.1.298 was released on 06/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue for Cash Version for MYOB AccountRight Live. '''Xero''' ..." wikitext text/x-wiki BudgetLink v2020.11.1.298 was released on 06/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed issue for Cash Version for MYOB AccountRight Live. '''Xero''' * Fixed issue for Advanced Accruals version for Xero. * Fixed issue for Purchase Journal Records for Xero. '''Miscellaneous''' * Fixed issue with checking for duplicate jobs to only activate if jobs are enabled. * Fixed issue with checking for comma in jobs to only activate if jobs are enabled. == Related Topics == * [[BudgetLink version archive]] f02e9f3d5cd0867cd5014d3f20241fcf29018886 0 1123 4799 2020-11-09T05:32:48Z Nic 2 Created page with "BudgetLink v2020.11.2.299 was released on 09/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed display issue with authorising data file connection. == Relate..." wikitext text/x-wiki BudgetLink v2020.11.2.299 was released on 09/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Fixed display issue with authorising data file connection. == Related Topics == * [[BudgetLink version archive]] 7a771a1887d80a89d93079537f819692efb91a29 0 226 4800 4630 2020-11-13T07:41:50Z Jeff 1 wikitext text/x-wiki ==Overview== Once you have received a subscription or renewal key, enter it into BudgetLink to enable the version which you have subscribed to for the for the subscription period. == How to enter a License Key == [[File:BudgetLinkLicensingDialogue.png|600px|thumb|right|Licensing Dialogue]] [[File:Enter License Key 20140122.png|600px|thumb|right|Enter License Key]] To enter your license key into BudgetLink, follow these steps. # [[Start BudgetLink]]; # From the Menu click '''License''' to show the [[Licensing Dialogue]]; # Click the '''Enter License Key''' button; # Copy the Key from the email and then paste it into the '''Enter License Key''' dialogue and click OK. === Notes === * A registration successful message should appear when that is entered correctly * Keying '''CTRL+V''' on your keyboard allows you to paste. <br clear=all /> ==Related== *[[How to get a License Key]] *[[How to enter a Transfer Key]] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7784368f226359621ef553cf6cf74a560906a6a2 6 340 4801 2175 2020-11-13T08:03:45Z Jeff 1 Jeff uploaded a new version of &quot;[[File:LicensingDialogue.png]]&quot; wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 271 4802 4774 2020-11-19T00:27:53Z Jeff 1 /* Backup */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] * [[How to Re-install BudgetLink]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] * [[How to reduce the number of backups taken]] == Menu == * [[How to refesh the BudgetLink Menu]] == Configuration == * [[How to default Excels calculation mode to manual]] 591abf3496c9f6c28d03b116d99ea7b234ff8397 4804 4802 2020-11-19T00:54:53Z Jeff 1 /* Backup */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] * [[How to Re-install BudgetLink]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] * [[How to reduce the number of backups taken]] * [[How to change the number of backups taken]] == Menu == * [[How to refesh the BudgetLink Menu]] == Configuration == * [[How to default Excels calculation mode to manual]] 19d2af88dc9eb5efab5f40dbc5e8756245c0c2a2 4806 4804 2020-11-19T00:57:06Z Jeff 1 /* Backup */ wikitext text/x-wiki The following How To Guides can assist you configuring and using BudgetLink. == Budgets == * [[Entering Budgets|How to enter / edit budgets in BudgetLink]] * [[Importing Budgets|How to import your budgets]] * [[How to copy Budgets from one installation to another]] == Cash Flow== * [[How to create a cash flow]] == Reports == * [[Report Actual Vs Budget by Job by Month]] * [[Menu|How to select a report using the menu]] * [[Customising Reports|How to customise (set filters in) reports]] * [[Editing the layout of reports|How to edit the layouts of reports]] * [[Auditing values on reports using Drilldown]] * [[Formatting Reports]] * [[How to enable cash based reporting]] * [[How to create a query table to a text file]] * [[How to install a custom report]] * [[How make a permanent customisation to a report]] * [[How to prepare reports for a different entity]] * [[How to make a report print on one page]] * [[Saving Custom Reports|How to save custom reports]] == Multiple Companies == * [[How to consolidate multiple data files together | How to consolidate multiple companies]] * [[How to disable the data file consolidation function]] * [[How to choose the data files for which to get data]] == Cash Data == * [[How to enable cash based reporting]] == Accounts == * [[How to hide accounts without values from appearing on reports]] * [[How to show all accounts on reports]] * [[How to add subtotals]] == Versions == * [[How to enable or disable the Accruals (Categories) version]] * [[How to enable or disable the Accruals (Weekly) version]] * [[How to enable the Advanced Accruals version]] * [[How to enable or disable the MYOB Budget version]] * [[How to enable or disable the MYOB Job Budget version]] * [[How to set the MYOB Job Budget year and month]] * [[How to enable Actual Last Year version]] == Years == * [[How to change the numbers of financial years available in BudgetLink]] == Periods == * [[How to enable weekly reporting periods]] == Customers == * [[How to enable customers for customer-based reports]] == Set-up == * [[How to update BudgetLink to point to moved or renamed MYOB data file]] * [[How to change the Company Name on Reports]] * [[Changing how BudgetLink connects to your data file]] * [[How to Share BudgetLink with Drop Box|How to Share BudgetLink using Drop Box]] * [[How to Share BudgetLink on Network|How to Share BudgetLink on a Server / Network]] * [[How to consolidate multiple data files together]] * [[How to create a new instance of BudgetLink]] * [[How to uninstall BudgetLink]] == Transfers == * [[Moving BudgetLink to a new machine or folder|How to move BudgetLink to another location (Folder / Computer)]] * [[How to Re-install BudgetLink]] == Upgrades == * [[How to upgrade from MYOB AccountRight Classic v19 to MYOB AccountRight Live]] == Backup == * [[How to setup the default backup folder]] * [[How to restore the BudgetLink database from a backup]] * [[How to change the number of backups taken]] == Menu == * [[How to refesh the BudgetLink Menu]] == Configuration == * [[How to default Excels calculation mode to manual]] 7694d09c4729ccf6d5aa2d38bfd2fee5636d151a 0 1125 4805 2020-11-19T00:55:45Z Jeff 1 Created page with "== Overview == BudgetLink allows you to control the number of back ups taken. It works by adding new backups into a default back up folder up to the Backup limit which is sto..." wikitext text/x-wiki == Overview == BudgetLink allows you to control the number of back ups taken. It works by adding new backups into a default back up folder up to the Backup limit which is stored in settings and the deletes the oldest one. The default limit on backups is 50. To change the number of backups taken follow the procedure below == Procedure == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the folder where the databases will be backed up to; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the folder where the data files will be backed up to; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the folder where the workbooks will be backed up to; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 333def600ac77a0cd4d6c718e11321a4415b304f 4807 4805 2020-11-19T01:01:01Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink allows you to control the number of back ups taken. It works by adding new backups into a default back up folder up to the Backup limit which is stored in settings and the deletes the oldest one. The default limit on backups is 50. To change the number of backups taken follow the procedure below == Procedure == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # Next to '''Backup Database Folder''', click '''Browse''' and select the folder where the databases will be backed up to; # Next to '''Backup Data Files Folder''', click '''Browse''' and select the folder where the data files will be backed up to; # Next to '''Backup Workbook Folder''', click '''Browse''' and select the folder where the workbooks will be backed up to; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === * For older version of BudgetLink, the '''Set User Options''' button can be found under '''30. Settings''' and '''Options and Administration'''. C:\Users\jeff\Dropbox\Development\Wiki\BudgetLink == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 5342953196e6e5e5a951c087bf53d70f5dcfff66 4808 4807 2020-11-19T01:02:35Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to control the number of back ups taken. It works by adding new backups into a default back up folder up to the Backup limit which is stored in settings and the deletes the oldest one. The default limit on backups is 50. To change the number of backups taken follow the procedure below == Procedure == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # At '''Backup Database Count''', change the number to be the maximum number of backups to be taken; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. === Notes === C:\Users\jeff\Dropbox\Development\Wiki\BudgetLink == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 85a7f1c0af63328519e5a6ded10ef888b78c2275 4810 4808 2020-11-19T02:06:21Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink allows you to control the number of back ups taken. It works by adding new backups into a default back up folder up to the Backup limit which is stored in settings and the deletes the oldest one. The default limit on backups is 50. To change the number of backups taken follow the procedure below == Procedure == To setup the default backup folder, follow these instructions. # '''Start BudgetLink'''; # From the Menu, click '''30. Settings''', then '''Options''' # Click the '''Set User Options''' button; # On the '''Options''' dialogue, select '''Backup''' from the list on the left-hand side; # At '''Backup Database Count''', change the number to be the maximum number of backups to be taken; # Click '''Save''' to save the options; # Click '''Close''' to close the Options dialogue. == Related Topics == * [[How To Guides]] [[Category:How To Guides]] af1b15ea0abbf83d13b5cb5b792ead1928c3f865 6 1126 4809 2020-11-19T01:03:41Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 94 4811 4707 2020-11-22T22:57:24Z Jeff 1 wikitext text/x-wiki == Overview == Read the following guides to correct any issues during the [[Get Data]] process. == Data File Related Issues == === General === If your data file has moved, your data file user name or password has changed or you are having trouble connecting to your datafile, you may need to change how BudgetLink connects to your data file. For more information, see [[Changing how BudgetLink connects to your data file]]. === MYOB AccountRight Classic === To troubleshoot problems with [[MYOB AccountRight Classic]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Classic]]. === MYOB AccountRight Live === To troubleshoot problems with [[MYOB AccountRight Live]], see [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]. === Reckon Accounts === To troubleshoot problems with Reckon Accounts, see [[Troubleshooting Get Data Problems with Reckon Accounts]]. === Xero === To troubleshoot problems with Xero, see [[Troubleshooting Get Data Problems with Xero]] == Data Warehouses Related Issues == [[Too many data warehouses configured]] == Folder Related Issues == === BudgetLink Folder Permissions === If you are getting errors relating to folder read or write access, see [[Troubleshooting folder permissions]]. === Temp Folder Permissions === If you are getting errors relating to temporary folder, see [[Troubleshooting temp folder permissions]]. If you prefer choosing a different location for the temporary folder used during get data, see [[How to choose a different temp folder]]. == Errors == [[Error Validating job numbers]] === Out of Disk Space error === Some times during [[Getdata]] process you will receive a warning that you are running Out of Disk Space. [[Out of Disk Space | Click here]] to know more about this. === Deleted Accounts or Jobs === Sometimes BudgetLink will prompt that it detected deleted accounts, jobs or categories. This occurs when budgets have been entered against those entities but they have been removed from your data file. As such, BudgetLink will still remember they existed and will preserve the values but will warn that the situation occurred. To clear the budgets out of deleted accounts or jobs, see [[Clearing budgets out of deleted accounts or jobs]]. === Turning off Compact/Repair === By default, BudgetLink ships with the option to compact and repair databases on get data. This sometimes can fail and prevent the get data from completing on some machine. To change this option, see [[Enabling or disabling the compact databases on get data option]]. === Turning on Developer Mode to check temporary files generated during get data === The get data process uses a temp folder. You can turn on developer mode to have a look at the files generated during get data. See [[How to turn on developer mode]] for more information. == Crashes == === Excel crashes when closing the progress dialogue === Some users experience crashes in Excel when closing the progress dialogue. To resolve this problem, you will need to configure BudgetLink to automatically close the progress dialogue for you. For further information, see [[Configuring BudgetLink to automatically close the get data progress dialogue]]. == Warnings == [[Skip Unchanged Data Files on Get Data]] == Additional Support == If you have been in contact with us and have been requested to send a support log then please follow these instructions [[How to send a Get Data support log]] == Related Topics == * [[Troubleshooting]] [[Category:Troubleshooting]] faf9f6c2c7e8fa06791d2be4855066cac34b549a 0 1127 4812 2020-11-22T22:57:37Z Jeff 1 Created page with "=== Error Validating job numbers === Job numbers in MYOB are unique except they treat CAPITAL letters and lower case letters different. BudgetLink uses MS Access to store job..." wikitext text/x-wiki === Error Validating job numbers === Job numbers in MYOB are unique except they treat CAPITAL letters and lower case letters different. BudgetLink uses MS Access to store jobs and it treats a letter the same regardless of its case. If you receive an Error Validating job numbers, the following duplicate numbers were found... then the solution is to go into MYOB and locate the offending job number and change it slightly such as adding a - (dash) to the end of if and then run the get data again 23159a3bbd8e965f3db34e34a426425603575b2f 4813 4812 2020-11-22T22:57:58Z Jeff 1 wikitext text/x-wiki Job numbers in MYOB are unique except they treat CAPITAL letters and lower case letters different. BudgetLink uses MS Access to store jobs and it treats a letter the same regardless of its case. If you receive an Error Validating job numbers, the following duplicate numbers were found... then the solution is to go into MYOB and locate the offending job number and change it slightly such as adding a - (dash) to the end of if and then run the get data again f79f8858af3ba40c62c6a38dcaaf6affe2ca1d65 0 1 4814 4797 2020-11-24T23:20:33Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.11.3.300]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 6928b31e6e357758b4aa600c261d4c5c88f763a1 4817 4814 2020-12-01T00:53:17Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.12.1.301]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7175a5ff87b2cca865c6c49dbc0c8d71181ea0c6 0 204 4815 4798 2020-11-24T23:20:46Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 a53098010abce427d3afdedd7646346d0668ae8a 4818 4815 2020-12-01T00:53:29Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 f95eaa589a6c40fdabf4888f3e98c908bb117ae6 0 1128 4816 2020-11-24T23:22:08Z Nic 2 Created page with "BudgetLink v2020.11.3.300 was released on 25/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Updated MYOX_JournalTransactions table to download data year-by-year ..." wikitext text/x-wiki BudgetLink v2020.11.3.300 was released on 25/11/2020. == Enhancements == '''MYOB AccountRight Live''' * Updated MYOX_JournalTransactions table to download data year-by-year instead of month-by-month. * Updated MYOX_JournalTransactions table to download data using json format instead of xml format. '''Miscellaneous''' * Enhanced Data Sources to have range to import years. * Created Eliminations Data Source workbook. == Related Topics == * [[BudgetLink version archive]] e73cae818215d1eaf885c154d6d357c3c2fc6dff 0 1129 4819 2020-12-01T00:54:28Z Nic 2 Created page with "BudgetLink v2020.12.1.301 was released on 01/12/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with index field of MYOX_JournalTransactionLines table..." wikitext text/x-wiki BudgetLink v2020.12.1.301 was released on 01/12/2020. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with index field of MYOX_JournalTransactionLines tables. == Related Topics == * [[BudgetLink version archive]] ecb9597e6c02ed55809464cf33bd646b4faa4c4f 0 93 4820 4376 2020-12-07T05:14:35Z Jeff 1 /* How to Install BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkNewOrUpgrade.png |300px|thumb|right|Choose New Installation]] [[File:InstallBudgetLinkNewLocation.png |300px|thumb|right|Choose the location]] [[File:InstallBudgetLinkNewInstallationPath.png |300px|thumb|right|Choose the installation path]] [[File:InstallBudgetLinkNewFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''new users''' installing BudgetLink. If you are an '''existing user''' and wish to upgrade BudgetLink, see [[Upgrading BudgetLink]] instead. To install BudgetLink, follow these instructions. == How to Install BudgetLink == # [[Downloading BudgetLink|Download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''New Installation''' checkbox and then click '''Next'''; # [[Choose where to install BudgetLink]] # Choose whether to install on the '''Local Machine''' or '''Shared Network Drive''' and click '''Next''' # Click '''Browse''' to choose the installation path or use the default location then click '''Install'''. # Once the installation is complete click '''Start''' === Notes === * If you intend to have multiple users using BudgetLink, we recommend you choose to install to a '''Shared Network Drive'''. All other users will be able to access BudgetLink from this location and will not need to install BudgetLink. == Related Links == * [[Getting Started Guide]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 1f66d5e8c8a133064785732f0c9f68b752776f07 4825 4820 2020-12-07T05:43:05Z Jeff 1 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkNewOrUpgrade.png |300px|thumb|right|Choose New Installation]] [[File:InstallBudgetLinkNewLocation.png |300px|thumb|right|Choose the location]] [[File:InstallBudgetLinkNewInstallationPath.png |300px|thumb|right|Choose the installation path]] [[File:InstallBudgetLinkNewFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''new users''' installing BudgetLink. If you are an '''existing user''' and wish to upgrade BudgetLink, see [[Upgrading BudgetLink]] instead. To install BudgetLink, follow these instructions. == How to Install BudgetLink == # [[Downloading BudgetLink|Download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''New Installation''' checkbox and then click '''Next'''; # [[Choose where to install BudgetLink]] # If your installation choice is the default C:\ path on the machine your installing from then choose to install on the '''Local Machine''' or otherwise choose '''Shared Network Drive''' and click '''Next''' # Click '''Browse''' to choose the installation path or use the default location then click '''Install'''. # Once the installation is complete click '''Start''' == Related Links == * [[Getting Started Guide]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 586afac3be9134e95824e9badb9ca1b1b1bad08f 4834 4825 2020-12-07T06:24:24Z Jeff 1 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkNewOrUpgrade.png |300px|thumb|right|Choose New Installation]] [[File:InstallBudgetLinkNewLocation.png |300px|thumb|right|Choose the location]] [[File:InstallBudgetLinkNewInstallationPath.png |300px|thumb|right|Choose the installation path]] [[File:InstallBudgetLinkNewFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''new users''' installing BudgetLink. If you are an '''existing user''' and wish to upgrade BudgetLink, see [[Upgrading BudgetLink]] instead. To install BudgetLink, follow these instructions. == How to Install BudgetLink == # [[Downloading BudgetLink|Download BudgetLink]]; # To start the WinZip self extractor, click '''Install_BudgetLink...exe''' and choose '''Run'''. It may be located at the bottom of your Browser; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Tick the '''New Installation''' checkbox and then click '''Next'''; # [[Choose where to install BudgetLink]] # If your chosen installation path is the default C:\ path on the machine your installing from then choose to install on the '''Local Machine''' or otherwise choose '''Shared Network Drive''' and click '''Next''' # Click '''Browse''' to choose the installation path or use the default location then click '''Install'''. # Once the installation is complete click '''Start''' == Related Links == * [[Getting Started Guide]] * [[Upgrading BudgetLink]] * [[Moving BudgetLink to a new machine or folder]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 86ca40fe528042e68859c6122f6eb34f1368dc91 0 1130 4821 2020-12-07T05:22:49Z Jeff 1 Created page with "== Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with M..." wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ===Local Machine=== This option is suitable if you have just one user The benefits are that its easy and generally there are not permission issues installing here The default Local Machine path is C:\BudgetLink The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] Shared Network Drive Terminal Server Drop Box One Drive 2b3281fba693bef8e1f0b71e5b50eeff1e28910b 4822 4821 2020-12-07T05:23:07Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user The benefits are that its easy and generally there are not permission issues installing here The default Local Machine path is C:\BudgetLink The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] Shared Network Drive Terminal Server Drop Box One Drive 37d52289d89bf0a9aeda81d0ac63caf1a97d6e8b 4823 4822 2020-12-07T05:31:53Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user The benefits are that its easy and generally there are not permission issues installing here The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink has databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== ====Drop Box==== ====One Drive==== 2373e25c12544b04ee92f24616e22ec47a59ccec 4824 4823 2020-12-07T05:39:30Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user The benefits are that its easy and generally there are not permission issues installing here The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink has databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary c09f71c4b48d242458e37f1f77d8130371b2237d 4826 4824 2020-12-07T05:45:09Z Jeff 1 /* Local Machine */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink has databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary 87ea15661fd1015aab2f1b9ed12738d150a8d249 4827 4826 2020-12-07T05:47:17Z Jeff 1 /* Local Machine */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary 6ac3a87155b36a2256a9864f6c55d98c835553dc 4828 4827 2020-12-07T05:47:33Z Jeff 1 /* Shared Network Drive */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary 2617ebd68f7bbae7f6208d49d0f048f07316f648 4829 4828 2020-12-07T05:47:46Z Jeff 1 /* Terminal Server */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary d529bbc85bdb0b4663a78e57208b8a5bc8d91ce1 4830 4829 2020-12-07T05:48:03Z Jeff 1 /* Drop Box */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary d45e47ef3dedfac888362e832b8ebe2b5612a2c9 4831 4830 2020-12-07T06:15:43Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====One Drive==== Basically the same as Dropbox however there are some caviates with OneDrive. Because your able to edit Excel Files online the path to those files starts with https and BudgetLink has issues running code to that location. So in order to get around that a mapped drive to the Budgetlink folder is required so that file files open from the local copy ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow 4de3393efd70c4db9f9e6cfa5f811991c4c28506 4832 4831 2020-12-07T06:16:02Z Jeff 1 /* One Drive */ wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow 80264a93550e93ef8e11e3b2d7f8ce8ec871e0ac 4833 4832 2020-12-07T06:17:35Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink is an Excel Solution. What that means is that Excel is the application and the solution is a fundamentally a folder containing Excel workbooks with Macros and databases. Only one instance of this workbook should exist in your organisation. The choice of where that instance should exists depends on costs and benefits == Options == The possible locations include: ====Local Machine==== This option is suitable if you have just one user. The benefits are that its generally easy to install in that location The cost of this location is that when a new user takes over the solution may need to [[Moving BudgetLink to a new machine or folder|moved]] and also you may not have this folder backed up to an offsite location which is advised. The default Local Machine path is C:\BudgetLink and this is what's recommended because its generally the most reliable location and its easy for us to find if we need to support you Its not advised to install Budgetlink in the Programs folder be cause BudgetLink contains databases which change While it is possible to install into myDocuments, if your folder path is long that can cause issues with the operation of the software ====Shared Network Drive==== This is generally the preferred installation location if you have multiple users wanting to access and update BudgetLink It can be any location so long as only the users you want to have access to the software are given full read write permissions to the [[BudgetLink Folder]] For single user use this location would also be advisable if your not able to back up BudgetLink on your local machine or if you plan to hand over the solution to other users soon or frequently as its easy to grant others access The cost of this location is that if your network speed is slow then this can negatively impact the performance of the BudgetLink [[Get Data]] process ====Terminal Server==== This option is suitable if you have multiple users wanting to update data simultaneously and you also want to run the get data from an external location The cost of this approach is that you often have some IT permission hoops to jump through in order to get it working and from a cost perspective you also require the Pro Edition to run in this environment ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ====Drop Box==== Drop box is suitable for single users who want to be able to run the sofware from there home computer and who also want the database backed up automatically. It also works OK for multiple users so long as only one users makes any updates to numbers. Its not suitable for multiple users trying to update budgets at the same time ==== NAS Drive ==== NAS drives typically do not perform that well and we advise not to choose this location unless its necessary ====VPN's==== Its not advisable to access BudgetLink via a VPN as they are typically too slow == Related == [[Installing BudgetLink]] 82ad8a51a1027da03bf1307ffb442a11520fe26f 0 190 4835 4784 2020-12-08T04:06:24Z Jeff 1 wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder]] within the [[BudgetLink Folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; ## If the upgrade button does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 20a4e4757c47f68ffaead9893908d18e7942ac03 4836 4835 2020-12-08T04:06:48Z Jeff 1 /* Overview */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version folder]] within the [[BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; ## If the upgrade button does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 7d767038bf7c3ebaf3b04e3f46ac66ee8bbd0860 4837 4836 2020-12-08T04:07:25Z Jeff 1 /* Overview */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click '''Upgrade'''; ## If the upgrade button does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 2536ab5a93a9f90e09d2ec13f6888cb8c947d3d5 4838 4837 2020-12-08T04:08:14Z Jeff 1 /* Upgrading BudgetLink */ wikitext text/x-wiki [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click the '''Upgrade''' button; ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 0fba379a4dc6dd39d5591290a5073dc1658c44de 4840 4838 2020-12-11T23:24:17Z Jeff 1 wikitext text/x-wiki [[File:MenuButtonUpgrade.png |300px|thumb|right|Upgrade Button]] [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click the '''Upgrade''' button; ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] aaea959eb869e706116d7535643c4b43540f66fd 4841 4840 2020-12-11T23:24:44Z Jeff 1 wikitext text/x-wiki [[File:MenuButtonUpgrade.png|300px|thumb|right|Upgrade Button]] [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click the '''Upgrade''' button; ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 484c68e1c982d6573859c639f842079b60cb9d67 4843 4841 2020-12-14T00:14:53Z Jeff 1 wikitext text/x-wiki == Overview == [[File:MenuButtonUpgrade.png|300px|thumb|right|Upgrade Button]] [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == # Start BudgetLink; # From the Menu click the '''Upgrade''' button; ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] 28288c8c0362d51a71cb98126faa18e2dd7b772d 4844 4843 2020-12-14T00:15:19Z Jeff 1 wikitext text/x-wiki == Overview == This article assists '''existing users''' upgrading BudgetLink to the latest version. If you are a '''new user''' and wish to install BudgetLink, see [[Installing BudgetLink]] instead. The upgrade process will install a new [[Version Folder|Version folder]] within the [[BudgetLink Folder|BudgetLink folder]] and then seamlessly transfer any settings from your old installation and transfer it to the new one. If you have custom solutions or reports, they will be copied across during the upgrade process. Note that you may need to configure BudgetLink for any new features. To upgrade to the latest version follow the steps below. == Upgrading BudgetLink == [[File:MenuButtonUpgrade.png|300px|thumb|right|Upgrade Button]] [[File:InstallBudgetLink.png|300px|thumb|right|Unzip BudgetLink]] [[File:InstallBudgetLinkWelcome.png |300px|thumb|right|Accept the EULA]] [[File:InstallBudgetLinkUpgradeOrNew.png |300px|thumb|right|Choose Upgrade]] [[File:InstallBudgetLinkUpgradeLocation.png |300px|thumb|right|Confirm the old version installation]] [[File:InstallBudgetLinkUpgradeReports.png |300px|thumb|right|Confirm reports to upgrade]] [[File:InstallBudgetLinkUpgradeDataWarehouses.png |300px|thumb|right|Confirm data warehouses to upgrade]] [[File:InstallBudgetLinkUpgradeFinal.png |300px|thumb|right|Start BudgetLink]] # Start BudgetLink; # From the Menu click the '''Upgrade''' button; ## If it does not exist on your version then go to https://accountingaddons.com.au/budgetlink/upgrade/ # If a new version is available you will be asked if you want to upgrade. Choose '''Yes'''; # BudgetLink will close and the Download BudgetLink Upgrade page will appear in your browser; # Click '''Install_BudgetLink...exe''' to download the WinZip self extractor; # At the bottom of your browser choose '''Run'''; # On the '''Winzip Self Extractor - Install_BudgetLink...exe''' form, click '''Unzip'''; # Click '''OK''' once the unzip is successful; # On the '''Welcome to BudgetLink...''' window, read the User License Agreement and '''tick the checkbox''' if you accept them, then click '''Next'''; # Leave the '''Upgrade Installation''' checkbox ticked and click '''Next'''; # Confirm that you are upgrading the correct version and if not click '''Select''' to choose the old version of BudgetLink and then click '''Next'''; # If upgrading from very old versions of BudgetLink, enter a name for your organisation which will be used as the name of the [[Workspaces|workspace]]; # '''Tick or untick''' the reports to confirm which ones to upgrade, then click '''Next'''; # '''Tick or untick''' the data warehouses to confirm which ones to upgrade, then click '''Install'''; # Once the installation is complete click '''Start'''. === Notes === * Older users of BudgetLink may need to manually download the latest version as the check for upgrade functionality was not available. * The upgrade process only needs to be done by a single user if installed in a shared location that others can access. == Related Links == * [[Getting Started Guide]] * [[Downloading BudgetLink]] * [http://accountingaddons.com.au/services/consulting-and-support/ Support] [[Category:Getting Started Guide]] [[Category:How To Guides]] f07d2045d42cda75c643d4032f1a2f680a4cf643 6 1131 4839 2020-12-11T23:17:24Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1132 4842 2020-12-11T23:27:04Z Jeff 1 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 565 4845 4658 2020-12-16T01:42:29Z Jeff 1 /* Repair Microsoft Office */ wikitext text/x-wiki == Overview == Some problems with BudgetLink can occur if your installation of Microsoft Office is corrupt. Repairing the installation fixes most problems. == Display Issues == If you experience display issues, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Hyperlinks issue]] * [[Ribbon disappearing after publishing]] * [[Some forms appear very small]] == Performance Issues == If you experience performance issues when using reports, consult the following guides. * [[Disabling excel graphics hardware acceleration to resolve display and performance issues]] * [[Opening reports is slow on my machine]] * [[When Publishing Visual Basic for Applications editor opens]] == Repair Microsoft Office == To repair Microsoft Office, follow these steps. # Close out of Excel and any other Office App # Click on the '''Start''' button in windows; # Click on '''Control Panel'''; # Click on '''Programs and Features'''; # Scroll down the list and select your '''latest licensed version''' of Microsoft Office; # Click the '''Modify/Change''' button above the list; # Choose to perform a '''Quick Repair''' or '''Repair''' and wait for the process to finish; # Once finished, reboot your machine; # Then try BudgetLink again and see if the issue is resolved <br clear=all /> If the previous solutions do not help resolve the problem, it may be worth considering reinstalling Microsoft Office. Please contact your IT Support provider. == Related Topics == * [[Troubleshooting]] *[[Repair office and ensure that all components of Office are installed]] [[Category:Troubleshooting]] 8dcc7796a7d73897e5ed084f4c2ab1b562faf5aa 0 1022 4846 4370 2020-12-21T23:32:45Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == BudgetLink has an [[Archiving|archive]] feature used to store historical data to improve the get data speed Its possible for archive to can become out of sync The impact is that either the Get Data process may fail or data may be incorrect If this occurs the solution is to delete the archive The archive will be rebuilt during the next get data Here's how to do that == Procedure == # [[Open the Manage Data Files form|Open the '''Manage Data Files''' form]] # Select the data file with the corrupted archive and click '''Edit Data File''' # Click the Options Tab # Click '''Delete Archive''' # Click '''Yes''' to confirm # Click OK to close the '''Data file setup''' form == Related == [[Archiving]] e80d9664feda4f6e2df7fe95d042858ea5c89051 0 542 4847 4449 2021-01-11T23:29:47Z Jeff 1 /* Error messages */ wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not connect to MYOB data file]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Errors occurred creating Internet Explorer]] * [[Unknown MYOB AccountRight Live Error]] * [[An HTTP Server Error (500) occured in the MYOB AccountRight API]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 9cc4fe52a67c37efd9b3fcc868335286cb71757e 0 1133 4848 2021-01-11T23:33:44Z Jeff 1 Created page with "== Overview == Since September 2020 the MYOB API server has been returning server errors intermittently for some data files Upon investigation we found that this occurs when..." wikitext text/x-wiki == Overview == Since September 2020 the MYOB API server has been returning server errors intermittently for some data files Upon investigation we found that this occurs when returning a list of data files in xml format. The error does not occur when extracting the data in jsn format The latest version of BudgetLink gets around the issue by extracting the list of data files in jsn format == Solution == 1d9197710eaff89fad7790f30c45a5b93a534448 4849 4848 2021-01-11T23:34:41Z Jeff 1 wikitext text/x-wiki == Overview == Since September 2020 the MYOB API server has been returning server errors intermittently for some data files Upon investigation we found that this occurs when returning a list of data files in xml format. The error does not occur when extracting the data in jsn format The latest version of BudgetLink gets around the issue by extracting the list of data files in jsn format == Solution == [[Upgrading BudgetLink|Upgrade to the latest version of BudgetLink]] 57154ff3de79f9d3c43708a0af82156cd55381e2 0 594 4850 4746 2021-01-13T05:09:43Z Nic 2 Redirected page to [[How to send a Get Data support log]] wikitext text/x-wiki #REDIRECT [[How to send a Get Data support log]] d3d1bb6fa97cb86e0b9bf0f6b443423dd052b7c6 0 542 4851 4847 2021-01-25T00:32:28Z Nic 2 wikitext text/x-wiki == Overview == Read the following guides to correct any get data issues with MYOB AccountRight Live. == MYOB AccountRight Live API == For BudgetLink or other third-party software to connect to your [[MYOB AccountRight Live|MYOB]] data file either on a '''local machine''' or on a '''server''', many components must be installed and running. Depending on which installer (PC or Server) used to install MYOB AccountRight Live, the MYOB API will be installed and running differently. See [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation]] for more information. First, [[Manually testing a connection to MYOB AccountRight Live| test the MYOB AccountRight API]] using your web browser. If working, choose your installation location for further instruction. *[[MYOB AccountRight Live API for PC installations]] *[[MYOB AccountRight Live API for Server installations]] ==MYOB AccountRight Live API for multiple installations == For users who used have installed multiple versions of AccountRight Live and who may have used the PC installation (as opposed to Server installation) of the latest AccountRight Live, you may need to uninstall the old MYOB AccountRight Live API. For more information, see the following topic. * [[Uninstalling the MYOB AccountRight Live API]] == Issues == The following articles may assist with various issues. * [[MYOB data file not present in list when browsing for data file]] == Error messages == The following lists the known error messages when connecting to MYOB AccountRight Live. * [[There is a conflict between the MYOB AccountRight API and your data file]] * [[Data File Connection Error - ( Upgrade Required )]] * [[Data file path has not been specified ]] * [[BudgetLink Compatibility warning with MYOB AccountRight Live v2016]] * [[Could not connect to MYOB data file]] * [[Could not obtain the list of data files error message]] * [[Access was denied to the MYOB AccountRight Live data file]] * [[Access was denied to BudgetLink]] * [[The MYOB AccountRight Live data file could not be found]] * [[The MYOB AccountRight Live data file path is not entered]] * [[The MYOB AccountRight Live data file must be upgraded]] * [[The MYOB AccountRight Live server name is not entered]] * [[The MYOB AccountRight Live server cannot be found]] * [[The MY.MYOB login used to connect to the MYOB AccountRight Live data file is invalid]] * [[The MYOB AccountRight Live API is not installed on the local machine or server]] * [[The MYOB AccountRight Live API is not installed on the cloud]] * [[The MYOB AccountRight Live API limits have been reached]] * [[The MYOB AccountRight Live API request is invalid]] * [[The application is not authorised to connect to the MYOB AccountRight Live API]] * [[The data received from the MYOB AccountRight Live API was badly formed and could not be parsed]] * [[The item could not be found within the MYOB AccountRight Live data file]] * [[The item was updated by another user within the MYOB AccountRight Live data file]] * [[The item was removed by another user within the MYOB AccountRight Live data file]] * [[The MYOB AccountRight Live API is corrupt and must be reinstalled]] * [[The security protocol used to connect to MYOB AccountRight Live on the cloud is no longer supported]] * [[BudgetLink may not be compatible with your version of MYOB AccountRight Live]] * [[Internal exception occurred in the MYOB AccountRight API]] * [[Errors occurred creating Internet Explorer]] * [[Unknown MYOB AccountRight Live Error]] * [[An HTTP Server Error (500) occured in the MYOB AccountRight API]] == Troubleshooting Guides == * [[How to increase the timeout length for MYOB AccountRight Live]] * [[How to set the buffer size for MYOB AccountRight Live]] == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category: Troubleshooting]] 7804de5a8605cc98a1ea31086dd8193bb62fcb99 0 1134 4852 2021-01-25T00:33:12Z Nic 2 Created page with "== Overview == The Get Data process can fail on some machine, especially on slower machine or when running Parallels on a Mac. To this end, BudgetLink provides settings that ..." wikitext text/x-wiki == Overview == The Get Data process can fail on some machine, especially on slower machine or when running Parallels on a Mac. To this end, BudgetLink provides settings that can be configured to control: * the buffer size when caching data == How to reduce the buffer size for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To reduce the buffer size for MYOB AccountRight Live, follow these steps. # Start '''ODBClink'''; # From the Menu screen, click on '''Settings'''; # Click on the '''Options''' tab in Excel; # Click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Click the '''Settings''' Workbook; # Run the '''Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 395238c447b8156dd197e63152b2b841a37bc839 4853 4852 2021-01-25T00:35:33Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process can fail on some machine, especially on slower machine or when running Parallels on a Mac. To this end, BudgetLink provides settings that can be configured to control: * the buffer size when caching data == How to reduce the buffer size for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To reduce the buffer size for MYOB AccountRight Live, follow these steps. # Start '''BudgetLink'''; # From the Menu screen, click on '''Settings''' tab in Excel's ribbon; # Find the '''Options''' section and click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Run the '''Get Data''' process. == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 44f8c78f94e8625bec83a42497b536bfa3c40e0f 0 632 4854 3462 2021-01-25T00:37:57Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process can take a long time to retrieve data, especially when your data is located on the cloud. To this end, BudgetLink provides settings that can be configured to control: * the length of the timeout when communicating with the api; * the number of records to retrieve per page. == How to increase the timeout length for MYOB AccountRight Live == [[File:MYOBAccountRightLiveOptions.png|300px|thumb|right|MYOB AccountRight Live Options]] To increase the timeout length for MYOB AccountRight Live, follow these steps. # Start '''BudgetLink'''; # From the Menu screen, click on '''Settings''' tab in Excel's ribbon; # Find the '''Options''' section and click the '''Set User Options''' button; # Select '''MYOB AccountRight Live''' options from the dialogue; # Edit the relevant settings; # Click '''Save''' and '''Close'''; # Run the '''Get Data''' process. === Notes === * If the get data fails due to a timeout issue, increasing the timeout length AND/OR reducing the number of records per page can help. * If the get data takes too long to run, increasing the number of records per page can help. * If the get data fails due to maximum number of connections reached, increasing the number of records per page can help. * We recommend making the number of records per page a multiple of 100 (e.g. 100, 200, 300). '''IT MUST''' be a number between 100 and 1000. <br clear=all /> == Related Topics == * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]] [[Category:Troubleshooting]] 487939eecd23a6d8e2a59223d075eb946fe20017 0 531 4855 4636 2021-01-26T00:22:59Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == If you want to share [http://accountingaddons.com.au/budgetlink/ BudgetLink] and you don't have or want to use a server is can be shared using Dropbox. This support note explains how to do that. == Preparation == # [[Confirm that you have Drop Box installed]] == Procedure == # [[How to move your BudgetLink folder from it's folder location to your Dropbox folder|Move your BudgetLink folder from it's current folder to your Dropbox folder]] # [[How to share BudgetLink from Dropbox|Share BudgetLink from Dropbox]] # [[Start BudgetLink from Dropbox]] === Notes === Dropbox synchronises the databases rather than updating them like on a Server. As such only one person can enter budget data or change setting at the same time. For this reason, if choosing the Dropbox sharing path we recommend that you designate one person to either update BudgetLink and or control when users can update budgets etc. If you don't then the consequence could be duplicated databases and someone loosing their changes. As a safe guard re recommend that you lock you budget versions with a password if sharing using Drop Box. So if you are good with the above limitations then go for it <br clear=all> == Related Topics == [[How to Share BudgetLink on Network]] 59e249eaa31bd4824551cd58096d9a0f00f49561 0 1135 4856 2021-01-26T00:24:39Z Jeff 1 Created page with "# Start Windows Explorer # Locate the [[BudgetLink Folder]] within Drop Box Folder # Locate the [[BudgetLink.exe]] file and double click it # Work through the New Locate Setu..." wikitext text/x-wiki # Start Windows Explorer # Locate the [[BudgetLink Folder]] within Drop Box Folder # Locate the [[BudgetLink.exe]] file and double click it # Work through the New Locate Setup Wizard ab555c6ca581f4fb08f3c7c8af6e526a3d722742 0 1 4857 4817 2021-02-11T21:31:03Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2020.1.1.302]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 8f57a36a24e0c158f04c3f875d8da118c7458b44 4861 4857 2021-02-11T21:33:23Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2021.1.1.302]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 7c47b28a434b0997776396a4e9c5c55407df3164 4862 4861 2021-02-12T02:57:21Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2021.2.1.303]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 64eed3a113348710b21456da3d121ee90cbedbe4 4869 4862 2021-05-26T23:39:12Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2021.5.1.304]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 5094a42b4f99827e7782ec6e12637adcca94fb06 4872 4869 2021-06-23T00:55:53Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2021.6.1.305]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 709d306f11003e8344cac6b59df6eba982c019ac 4880 4872 2021-09-21T23:25:03Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2021.9.1.307]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ fc52883d23fe6a866393aa726663227dd3668564 4899 4880 2024-08-15T03:25:37Z Nic 2 wikitext text/x-wiki BudgetLink is an addon solution developed by [http://accountingaddons.com.au Accounting Addons] to simplify budgeting and reporting processes. First developed as an addon to enhance MYOB, it has been extended to handle XERO and Quickbooks. == What's New == The latest version of BudgetLink is [[BudgetLink v2024.8.14.312]]. For information on what's new in BudgetLink , see the [[BudgetLink version archive]] page. To get the latest version, see [[Upgrading BudgetLink]]. To find out what version you have see [[BudgetLink Version]] == Getting Started Guide == For information on getting started with BudgetLink, see the [[Getting Started Guide]]. == How To Guides == For information on using BudgetLink, see the [[How To Guides]]. == Reports == BudgetLink comes with many standard reports available out of the box. For a complete list of reports, see the [[Reports]] page. == Charts == BudgetLink comes with many standard charts available out of the box. For a complete list of reports, see the [[Charts]] page. == Features == For a complete list of features, see the [[Features]] page. == Troubleshooting == For information on solving problems with BudgetLink, see the [[Troubleshooting]] page. __NOTOC__ 0b45c38410f53ed6c12f2916ca1d2d1f0768ee2b 0 204 4858 4818 2021-02-11T21:31:33Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2021''' * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 485c39ff038217537aa911027531f61b65cc0727 4863 4858 2021-02-12T02:57:33Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2021''' * [[BudgetLink v2021.2.1.303]] released on 12/02/2021 * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 0e4a8de5d3ec56ceb1534579b28b396a56c9a964 4870 4863 2021-05-26T23:39:24Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2021''' * [[BudgetLink v2021.5.1.304]] released on 27/05/2021 * [[BudgetLink v2021.2.1.303]] released on 12/02/2021 * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 1d6b68e3639636acff9af12c6ea8b56030a30309 4874 4870 2021-06-23T00:57:38Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2021''' * [[BudgetLink v2021.6.1.305]] released on 23/06/2021 * [[BudgetLink v2021.5.1.304]] released on 27/05/2021 * [[BudgetLink v2021.2.1.303]] released on 12/02/2021 * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 7deab287f5cb499347a1fe5572b78b98f106cfa3 4881 4874 2021-09-21T23:25:15Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2021''' * [[BudgetLink v2021.9.1.307]] released on 21/09/2021 * [[BudgetLink v2021.6.1.305]] released on 23/06/2021 * [[BudgetLink v2021.5.1.304]] released on 27/05/2021 * [[BudgetLink v2021.2.1.303]] released on 12/02/2021 * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 84a7eac17cf74c1f439d62790019304454cf3ae4 4900 4881 2024-08-15T03:26:50Z Nic 2 wikitext text/x-wiki This page lists the many versions of BudgetLink. '''2024''' * [[BudgetLink v2024.8.14.312]] released on 14/08/2024 '''2021''' * [[BudgetLink v2021.9.1.307]] released on 21/09/2021 * [[BudgetLink v2021.6.1.305]] released on 23/06/2021 * [[BudgetLink v2021.5.1.304]] released on 27/05/2021 * [[BudgetLink v2021.2.1.303]] released on 12/02/2021 * [[BudgetLink v2021.1.1.302]] released on 11/02/2021 '''2020''' * [[BudgetLink v2020.12.1.301]] released on 01/12/2020 * [[BudgetLink v2020.11.3.300]] released on 25/11/2020 * [[BudgetLink v2020.11.2.299]] released on 09/11/2020 * [[BudgetLink v2020.11.1.298]] released on 06/11/2020 * [[BudgetLink v2020.10.1.297]] released on 09/10/2020 * [[BudgetLink v2020.9.2.296]] released on 11/09/2020 * [[BudgetLink v2020.9.1.295]] released on 07/09/2020 * [[BudgetLink v2020.7.2.293]] released on 31/07/2020 * [[BudgetLink v2020.7.1.292]] released on 02/07/2020 * [[BudgetLink v2020.5.1.291]] released on 22/05/2020 * [[BudgetLink v2020.4.3.290]] released on 28/04/2020 * [[BudgetLink v2020.4.1.288]] released on 15/04/2020 * [[BudgetLink v2020.3.3.286]] released on 24/03/2020 * [[BudgetLink v2020.3.2.285]] released on 20/03/2020 * [[BudgetLink v2020.3.1.284]] released on 16/03/2020 * [[BudgetLink v2020.2.3.281]] released on 13/02/2020 * [[BudgetLink v2020.2.2.280]] released on 05/02/2020 * [[BudgetLink v2020.2.1.279]] released on 03/02/2020 * [[BudgetLink v2020.1.2.278]] released on 21/01/2020 * [[BudgetLink v2020.1.1.277]] released on 10/01/2020 '''2019''' * [[BudgetLink v2019.12.1.275]] released on 09/12/2019 * [[BudgetLink v2019.11.1.274]] released on 27/11/2019 * [[BudgetLink v2019.9.2.270]] released on 25/09/2019 * [[BudgetLink v2019.9.1.269]] released on 10/09/2019 * [[BudgetLink v2019.8.3.268]] released on 27/08/2019 * [[BudgetLink v2019.8.2.267]] released on 23/08/2019 * [[BudgetLink v2019.8.1.266]] released on 13/08/2019 * [[BudgetLink v2019.7.5.265]] released on 24/07/2019 * [[BudgetLink v2019.7.4.264]] released on 18/07/2019 * [[BudgetLink v2019.7.2.262]] released on 10/07/2019 * [[BudgetLink v2019.6.3.259]] released on 14/06/2019 * [[BudgetLink v2019.6.2.258]] released on 07/06/2019 * [[BudgetLink v2019.6.1.257]] released on 06/06/2019 * [[BudgetLink v2019.5.4.256]] released on 31/05/2019 * [[BudgetLink v2019.5.3.255]] released on 24/05/2019 * [[BudgetLink v2019.5.2.254]] released on 23/05/2019 * [[BudgetLink v2019.5.1.253]] released on 02/05/2019 * [[BudgetLink v2019.4.3.252]] released on 24/04/2019 * [[BudgetLink v2019.4.2.251]] released on 16/04/2019 * [[BudgetLink v2019.3.1.249]] released on 06/03/2019 * [[BudgetLink v2019.2.7.248]] released on 22/02/2019 * [[BudgetLink v2019.2.6.247]] released on 20/02/2019 * [[BudgetLink v2019.2.5.246]] released on 19/02/2019 * [[BudgetLink v2019.2.4.245]] released on 18/02/2019 * [[BudgetLink v2019.2.3.244]] released on 12/02/2019 * [[BudgetLink v2019.2.2.243]] released on 11/02/2019 * [[BudgetLink v2019.2.1.242]] released on 04/02/2019 * [[BudgetLink v2019.1.1.241]] released on 14/01/2019 '''2018''' * [[BudgetLink v2018.12.2.239]] released on 04/12/2018 * [[BudgetLink v2018.12.1.238]] released on 03/12/2018 * [[BudgetLink v2018.10.2.236]] released on 19/10/2018 * [[BudgetLink v2018.10.1.235]] released on 17/10/2018 * [[BudgetLink v2018.9.2.233]] released on 24/09/2018 * [[BudgetLink v2018.9.1.232]] released on 06/09/2018 * [[BudgetLink v2018.8.3.230]] released on 29/08/2018 * [[BudgetLink v2018.7.2.227]] released on 12/07/2018 * [[BudgetLink v2018.7.1.226]] released on 04/07/2018 * [[BudgetLink v2018.6.1.225]] released on 08/06/2018 * [[BudgetLink v2018.5.2.224]] released on 10/05/2018 * [[BudgetLink v2018.5.1.223]] released on 10/05/2018 * [[BudgetLink v2018.4.2.221]] released on 18/04/2018 * [[BudgetLink v2018.4.1.220]] released on 03/04/2018 * [[BudgetLink v2018.2.1.217]] released on 23/02/2018 '''2017''' * [[BudgetLink v2017.12.2.215]] released on 11/12/2017 * [[BudgetLink v2017.12.1.214]] released on 05/12/2017 * [[BudgetLink v2017.11.2.213]] released on 14/11/2017 * [[BudgetLink v2017.11.1.212]] released on 03/11/2017 * [[BudgetLink v2017.10.2.211]] released on 27/10/2017 * [[BudgetLink v2017.10.1.210]] released on 10/10/2017 * [[BudgetLink v2017.9.2.209]] released on 14/09/2017 * [[BudgetLink v2017.8.2.207]] released on 31/08/2017 * [[BudgetLink v2017.8.1.206]] released on 17/08/2017 * [[BudgetLink v2017.7.2.205]] released on 26/07/2017 * [[BudgetLink v2017.6.2.203]] released on 26/06/2017 * [[BudgetLink v2017.6.1.202]] released on 14/06/2017 * [[BudgetLink v2017.5.4.201]] released on 29/05/2017 * [[BudgetLink v2017.5.2.199]] released on 17/05/2017 * [[BudgetLink v2017.5.1.198]] released on 02/05/2017 * [[BudgetLink v2017.2.1.195]] released on 28/02/2017 '''2016''' * [[BudgetLink v2016.12.1.194]] released on 23/02/2017 * [[BudgetLink v2016.11.1.191]] released on 03/11/2016 * [[BudgetLink v2016.10.4.190]] released on 31/10/2016 * [[BudgetLink v2016.10.3.189]] released on 17/10/2016 * [[BudgetLink v2016.10.2.188]] released on 11/10/2016 * [[BudgetLink v2016.10.1.187]] released on 04/10/2016 * [[BudgetLink v2016.9.2.186]] released on 20/09/2016 * [[BudgetLink v2016.8.2.184]] released on 22/08/2016 * [[BudgetLink v2016.7.2.181]] released on 14/07/2016 * [[BudgetLink v2016.6.4.179]] released on 28/06/2016 * [[BudgetLink v2016.6.3.178]] released on 22/06/2016 * [[BudgetLink v2016.6.2.177]] released on 20/06/2016 * [[BudgetLink v2016.6.1.176]] released on 17/06/2016 * [[BudgetLink v2016.5.4.175]] released on 31/05/2016 * [[BudgetLink v2016.5.3.174]] released on 31/05/2016 * [[BudgetLink v2016.5.2.173]] released on 13/05/2016 * [[BudgetLink v2016.5.1.172]] released on 03/05/2016 * [[BudgetLink v2016.4.1.171]] released on 14/04/2016 * [[BudgetLink v2016.3.4.170]] released on 31/03/2016 * [[BudgetLink v2016.3.3.169]] released on 24/03/2016 * [[BudgetLink v2016.3.1.167]] released on 03/03/2016 * [[BudgetLink v2016.2.2.165]] released on 15/02/2016 * [[BudgetLink v2016.2.1.164]] released on 10/02/2016 * [[BudgetLink v2016.1.4.163]] released on 27/01/2016 * [[BudgetLink v2016.1.2.161]] released on 20/01/2016 * [[BudgetLink v2016.1.1.160]] released on 18/01/2016 '''2015''' * [[BudgetLink v2015.12.2.159]] released on 22/12/2015 * [[BudgetLink v2015.11.4.157]] released on 30/11/2015 * [[BudgetLink v2015.10.5.153]] released on 26/10/2015 * [[BudgetLink v2015.10.4.152]] released on 19/10/2015 * [[BudgetLink v2015.10.1.149]] released on 05/10/2015 * [[BudgetLink v2015.9.1.147]] released on 15/09/2015 * [[BudgetLink v2015.8.2.145]] released on 21/08/2015 * [[BudgetLink v2015.8.1.144]] released on 11/08/2015 * [[BudgetLink v2015.7.3.143]] released on 21/07/2015 * [[BudgetLink v2015.7.1.141]] released on 13/07/2015 * [[BudgetLink v2015.6.2.140]] released on 25/06/2015 * [[BudgetLink v2015.6.1.139]] released on 02/06/2015 * [[BudgetLink v2015.4.2.137]] released on 30/04/2015 * [[BudgetLink v2015.4.1.136]] released on 13/04/2015 * [[BudgetLink v2015.3.4.135]] released on 31/03/2015 * [[BudgetLink v2015.3.3.134]] released on 26/03/2015 * [[BudgetLink v2015.3.2.133]] released on 20/03/2015 * [[BudgetLink v2015.3.1.132]] released on 12/03/2015 * [[BudgetLink v2015.2.4.131]] released on 24/02/2015 * [[BudgetLink v2015.2.3.130]] released on 20/02/2015 * [[BudgetLink v2015.2.2.129]] released on 16/02/2015 * [[BudgetLink v2015.2.1.128]] released on 10/02/2015 * [[BudgetLink v2015.1.1.127]] released on 07/01/2015 '''2014''' * [[BudgetLink v3.53.5.125]] released on 12/12/2014 * [[BudgetLink v3.53.3.123]] released on 19/11/2014 * [[BudgetLink v3.53.0.120]] released on 03/11/2014 * [[BudgetLink v3.52.0.119]] released on 17/10/2014 * [[BudgetLink v3.50.0.117]] released on 30/09/2014 * [[BudgetLink v3.49.0.116]] released on 09/09/2014 * [[BudgetLink v3.48.0.115]] released on 01/09/2014 * [[BudgetLink v3.47.0.114]] released on 13/08/2014 * [[BudgetLink v3.46.0.113]] released on 05/08/2014 * [[BudgetLink v3.44.0.111]] released on 15/07/2014 * [[BudgetLink v3.43.0.110]] released on 09/07/2014 * [[BudgetLink v3.42.7.109]] released on 23/06/2014 * [[BudgetLink v3.42.6.108]] released on 18/06/2014 * [[BudgetLink v3.42.4.106]] released on 04/06/2014 * [[BudgetLink v3.42.2.104]] released on 23/05/2014 * [[BudgetLink v3.42.1.103]] released on 08/05/2014 * [[BudgetLink v3.41.3.101]] released on 14/04/2014 * [[BudgetLink v3.41.2.100]] released on 09/04/2014 * [[BudgetLink v3.41.1.99]] released on 03/04/2014 * [[BudgetLink v3.41.0.98]] released on 02/04/2014 * [[BudgetLink v3.40.1.97]] released on 25/03/2014 * [[BudgetLink v3.40.0.96]] released on 11/03/2014 * [[BudgetLink v3.39.3.95]] released on 21/02/2014 * [[BudgetLink v3.39.2.94]] released on 05/02/2014 * [[BudgetLink v3.39.1.93]] released on 20/01/2014 '''2013''' * [[BudgetLink v3.39.0.92]] released on 16/12/2013 * [[BudgetLink v3.38.0.91]] released on 04/12/2013 * [[BudgetLink v3.37.1.90]] released on 25/11/2013 * [[BudgetLink v3.37.0.89]] released on 20/11/2013 * [[BudgetLink v3.36.3.88]] released on 23/10/2013 6e539e0006fc1c338d1979fde88605e088ab5ffe 0 1136 4859 2021-02-11T21:32:28Z Nic 2 Created page with "BudgetLink v2021.1.1.302 was released on 11/02/2021. == Enhancements == '''Miscellaneous''' * Updated to v2021.1.1.302. == Related Topics == * [[BudgetLink version archive]]" wikitext text/x-wiki BudgetLink v2021.1.1.302 was released on 11/02/2021. == Enhancements == '''Miscellaneous''' * Updated to v2021.1.1.302. == Related Topics == * [[BudgetLink version archive]] 220c42847cf99c3beedf67d9b172807de9cc3f28 4860 4859 2021-02-11T21:33:13Z Nic 2 Nic moved page [[BudgetLink v2020.1.1.302]] to [[BudgetLink v2021.1.1.302]] without leaving a redirect wikitext text/x-wiki BudgetLink v2021.1.1.302 was released on 11/02/2021. == Enhancements == '''Miscellaneous''' * Updated to v2021.1.1.302. == Related Topics == * [[BudgetLink version archive]] 220c42847cf99c3beedf67d9b172807de9cc3f28 0 1137 4864 2021-02-12T02:57:51Z Nic 2 Created page with "BudgetLink v2021.2.1.303 was released on 12/02/2021. == Enhancements == '''Miscellaneous''' * Resolved issues with options not defaulting correctly on new installations or u..." wikitext text/x-wiki BudgetLink v2021.2.1.303 was released on 12/02/2021. == Enhancements == '''Miscellaneous''' * Resolved issues with options not defaulting correctly on new installations or upgrades. == Related Topics == * [[BudgetLink version archive]] 0b9477c8fe788a6d0e51def0c7bfe4ecc5590c76 0 496 4865 4274 2021-02-16T00:28:08Z Jeff 1 /* Related Links */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named AddonsLink Workspace.mdb which is located in the \BudgetLink\Workspaces\[Your Workspace] folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\Workspaces\[Your Workspace]\Backup\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to do that. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder; # Locate the '''AddonsLink Workspace.mdb'''; # Move the '''AddonsLink Workspace.mdb''' file '''\BudgetLink\Workspaces\Backup\''' folder. Rename with a date time stamp if a file with the same name already exists; # Browse to the '''\BudgetLink\Workspaces\'''; # Browse to a Date Time stamp folder when BudgetLink was working; # Copy the '''AddonsLink Workspace.mdb''' file and paste into the '''\BudgetLink\Workspaces\[Your Workspace]''' Folder; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How To Guides]] * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] 2090d324c82ad81d0ffbe8c656e5bc1ce4bcb53c 4866 4865 2021-02-16T01:36:10Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named AddonsLink Workspace.mdb which is located in the \BudgetLink\Workspaces\[Your Workspace] folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\Workspaces\[Your Workspace]\Backup\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to do that. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]\Backup\''' folder; # Create a folder called '''Workspace Restored'''. This will be used to store a copy of the current corrupted files just in case we need to refer to them # Go up one folder to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder # Cut the Databases in that folder and Paste them into the new "Workspace Restored" folder. One of those will be called '''AddonsLink Workspace.mdb''' # Browse to the '''\BudgetLink\Workspaces\[Your Workspace]\Backup\Workspace''' folder. It should contain files named in the format YYMMDD HHMM which represents the date and time the backup was taken ; # Open one which is likely to have a functional copy you wish to restore from and copy all the databases # Go up one folder to the '''\BudgetLink\Workspaces\[Your Workspace]''' and paste the copied databases into it # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How To Guides]] * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] 88af23948eb3a7fde01286991b348a59bc6f2f6d 4867 4866 2021-02-16T01:38:40Z Jeff 1 /* Procedure */ wikitext text/x-wiki == Overview == BudgetLink stores Budgets and Settings in an Access database named AddonsLink Workspace.mdb which is located in the \BudgetLink\Workspaces\[Your Workspace] folder. BudgetLink will prompt to take backups of this database upon closing or before advanced processing. Backups are stored in the \BudgetLink\Workspaces\[Your Workspace]\Backup\ folder. If the BudgetLink Database becomes corrupt, it can be restored from a back up. This article describes how to do that. == Procedure == # Close '''BudgetLink'''; # Open '''Windows Explorer''' and browse to the '''\BudgetLink\Workspaces\[Your Workspace]\Backup\''' folder; # Create a folder called '''Workspace Restored'''. This will be used to store a copy of the current corrupted files just in case we need to refer to them; # Go to the '''\BudgetLink\Workspaces\[Your Workspace]''' folder and cut all the databases. One of those will be called '''AddonsLink Workspace.mdb'''; # Go to the new "Workspace Restored" folder and paste the cut databases into it.; # Browse to the '''\BudgetLink\Workspaces\[Your Workspace]\Backup\Workspace''' folder. It should contain files named in the format YYMMDD HHMM which represents the date and time the backup was taken; # Open one which is likely to have a functional copy you wish to restore from and copy all the databases; # Go up one folder to the '''\BudgetLink\Workspaces\[Your Workspace]''' and paste the copied databases into it; # Restart '''BudgetLink'''; # Run a '''Full Get Data'''. == Notes == * The Backups are prefixed with a date time stamp which is taken from the date when the backup was taken and formatted as yymmdd - hhmm. This date time stamp must be removed when restoring the backup. == Related Links == * [[How To Guides]] * [[How backup BudgetLink]] * [[How to Restore a Report]] * [[Renaming Reports]] [[Category:Troubleshooting]] [[Category:How-To Guides]] 79a90a1da76ab7807a98dfcd8dae4dd5fd5268f7 0 408 4868 3454 2021-02-28T22:02:35Z Nic 2 wikitext text/x-wiki == Overview == BudgetLink has the ability to consolidate multiple data files. This functionality is enabled automatically and will activate once you add multiple data file connections to a single workspace. == How to enable or disable the data file consolidation function == To enable or disable the data file consolidation function, follow these steps. # In the '''Excel Ribbon''', select the '''Settings''' tab. #: If the settings tab is not displayed, you can show it by going to the '''BudgetLink''' tab and clicking '''Show Settings Ribbon'''. # Click on the '''Set User Options''' button; # Click the '''Company''' option on the left-hand side; # Tick/untick the '''Enable Consolidated Company''' option. # Click '''Save'''; # Click '''Close'''; # Run a [[Get Data]]. <br clear=all /> == Related Topics == * [[How To Guides]] [[Category:How To Guides]] 803d54c268ea05a15559c4425b82023b1ebe9ded 0 1138 4871 2021-05-26T23:40:53Z Nic 2 Created page with "BudgetLink v2021.5.1.304 was released on 27/05/2021. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with MYOX_Accounts.CompanyTradingName field being too s..." wikitext text/x-wiki BudgetLink v2021.5.1.304 was released on 27/05/2021. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with MYOX_Accounts.CompanyTradingName field being too small. Was 20 instead of 50. * Resolved issue for MYOB AccountRight Live AccountName fields being too small. Was 50 instead of 60. * Enhanced performance of the Job Accruals and Category Accruals queries. '''Reports''' * Fixed Job Summary Report to expand correctly. == Related Topics == * [[BudgetLink version archive]] de7a51960ddf08a8d4d81fccf1f58c3a9f641750 0 1139 4873 2021-06-23T00:57:11Z Nic 2 Created page with "BudgetLink v2021.6.1.305 was released on 23/06/2021. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with duplicate jobs caused by short job number field fo..." wikitext text/x-wiki BudgetLink v2021.6.1.305 was released on 23/06/2021. == Enhancements == '''MYOB AccountRight Live''' * Resolved issue with duplicate jobs caused by short job number field for MYOB AccountRight Live. * Increased the length of the JobNumber field for MYOB AccountRight Live tables. == Related Topics == * [[BudgetLink version archive]] ffbc61c8847b03277baa3f0408748e5ceb299881 0 1016 4875 4264 2021-09-07T04:36:05Z Jeff 1 wikitext text/x-wiki == Overview == To share BudgetLink on OneDrive, follow these steps === Always Keep on this Device === # Open Windows Explorer # Navigate to the BudgetLink folder within OneDrive # Write Click on the BudgetLink folder and select 'Always keep on this device' This ensures that a copy of each BudgetLink file is stored on your local PC and not only in the cloud === Allow BudgetLink to open files from the C:\ drive === When Excel files are located in Sharepoint, by default they are opened using a https:// path even if they are kept on this device BudgetLink is not able to connect to them when in that location To get around this issue there are two ways we can force BudgetLink files to be opened from the local copy ==== Disable office synchronisation ==== The first option is to disable office syncronisation in OneDrive Follow the steps below to do this [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. ==== Create a Mapped Drive to the BudgetLink folder ==== If you require office syncrhonisation then use this option By creating a mapped drive to the BudgetLink folder and then opening it this way it will open the local copy of the files Ask your IT person for assistance with creating a Mapped Drive on your PC <br clear=all /> == Related Topics == * [[Troubleshooting Setup Problems]] 974f83b6900d72fb9b29d8598ead6f49374e8ac2 4876 4875 2021-09-07T04:36:49Z Jeff 1 /* Allow BudgetLink to open files from the C:\ drive */ wikitext text/x-wiki == Overview == To share BudgetLink on OneDrive, follow these steps === Always Keep on this Device === # Open Windows Explorer # Navigate to the BudgetLink folder within OneDrive # Write Click on the BudgetLink folder and select 'Always keep on this device' This ensures that a copy of each BudgetLink file is stored on your local PC and not only in the cloud === Allow BudgetLink to open files from the C:\ drive and not the cloud copy === When Excel files are located in Sharepoint, by default they are opened using a https:// path even if they are kept on this device BudgetLink is not able to connect to them when in that location To get around this issue there are two ways we can force BudgetLink files to be opened from the local copy ==== Disable office synchronisation ==== The first option is to disable office syncronisation in OneDrive Follow the steps below to do this [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. ==== Create a Mapped Drive to the BudgetLink folder ==== If you require office syncrhonisation then use this option By creating a mapped drive to the BudgetLink folder and then opening it this way it will open the local copy of the files Ask your IT person for assistance with creating a Mapped Drive on your PC <br clear=all /> == Related Topics == * [[Troubleshooting Setup Problems]] 44e40bfc11d4bc85f169772457d9fff7fa07a1e4 4877 4876 2021-09-07T04:37:30Z Jeff 1 /* Allow BudgetLink to open files from the C:\ drive and not the cloud copy */ wikitext text/x-wiki == Overview == To share BudgetLink on OneDrive, follow these steps === Always Keep on this Device === # Open Windows Explorer # Navigate to the BudgetLink folder within OneDrive # Write Click on the BudgetLink folder and select 'Always keep on this device' This ensures that a copy of each BudgetLink file is stored on your local PC and not only in the cloud === Allow BudgetLink to open files from the C:\ drive and not the cloud copy === When Excel files are located in Sharepoint, by default they are opened using a https:// path even if they are kept on this device. BudgetLink is not able to connect to them when in that location To get around this issue there are two ways we can force BudgetLink files to be opened from the local copy ==== Disable office synchronisation ==== The first option is to disable office syncronisation in OneDrive. Follow the steps below to do this [[File:OneDriveOfficeSettings.png|300px|thumb|right|OneDrive Office Settings]] # Close BudgetLink; # Find OneDrive in the system tray in the bottom right corner of your task bar; # Right-Click on it and select '''Settings'''; # Select the '''Office''' tab; # Untick '''Use Office to sync Office files that I Open'''; # Click '''OK''' to save the changes; # Start BudgetLink. ==== Create a Mapped Drive to the BudgetLink folder ==== If you require office syncrhonisation then use this option By creating a mapped drive to the BudgetLink folder and then opening it this way it will open the local copy of the files Ask your IT person for assistance with creating a Mapped Drive on your PC <br clear=all /> == Related Topics == * [[Troubleshooting Setup Problems]] 892c5ff2dee37afa57a574827f4bb76690fffa07 0 1140 4882 2021-09-21T23:27:28Z Nic 2 Created page with "BudgetLink v2021.9.1.307 was released on 21/09/2021. == Enhancements == '''Miscellaneous''' * Resolved false-positive issue with Malwarebytes. == Related Topics == * Bud..." wikitext text/x-wiki BudgetLink v2021.9.1.307 was released on 21/09/2021. == Enhancements == '''Miscellaneous''' * Resolved false-positive issue with Malwarebytes. == Related Topics == * [[BudgetLink version archive]] febfa5aac9d24f64fc515f32e4fe026c71167206 0 88 4883 4648 2021-11-26T02:47:34Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Duplicate the BudgetLink folder on the same PC (providing you have enough space) by copying and pasting it ## Rename the copy to BudgetLink Move. Within the BudgetLink move folder ## Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ## Navigate to the Workspaces and then each Workspace folder and delete the Backups and Logs file # Cut and paste the """BudgetLink Move""" folder to the new location; # Rename the """BudgetLink Move""" to """BudgetLink""" # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] 1c478fddf39e6d7c37fed237479ff736dd12c068 4884 4883 2021-11-26T02:49:18Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Duplicate the BudgetLink folder in the same parent folder (providing you have enough space) by copying and pasting it ## Within the """BudgetLink Copy""" folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups and Logs file # Cut and paste the """BudgetLink Move""" folder to the new location; # Rename the """BudgetLink Move""" to """BudgetLink""" # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] 328e73de54ee71cea371f1f624d14f9bd1d7bc51 4885 4884 2021-11-26T02:50:08Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Duplicate the BudgetLink folder in the same parent folder (providing you have enough space) by copying and pasting it ## Within the '''BudgetLink Copy''' folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups and Logs file # Cut and paste the '''BudgetLink Move''' folder to the new location; # Rename the '''BudgetLink Move''' to '''BudgetLink''' # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] fd29687c1c494a97c62be1159dfe3ccd0d6fb7b1 4886 4885 2021-11-26T02:50:30Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Duplicate the BudgetLink folder in the same parent folder (providing you have enough space) by copying and pasting it ## Within the '''BudgetLink Copy''' folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups and Logs file # Cut and paste the '''BudgetLink Copy''' folder to the new location; # Rename the '''BudgetLink Copy''' to '''BudgetLink''' # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] c5cd93997b3971f581c5176bd96835c8dfbfb864 4887 4886 2021-11-26T02:51:10Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it ## Within the '''BudgetLink Copy''' folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups and Logs file # Cut and paste the '''BudgetLink Copy''' folder to the new location; # Rename the '''BudgetLink Copy''' to '''BudgetLink''' # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] 64c2c08169d29c4e35f74d2dab2494a16f21516b 4888 4887 2021-11-26T02:51:51Z Jeff 1 wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from navigate to that folder from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it ## Within the '''BudgetLink Copy''' folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups folder and the Logs folder # Cut and paste the '''BudgetLink Copy''' folder to the new location; # Rename the '''BudgetLink Copy''' to '''BudgetLink''' # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] f97638f0f6ee334b95ce2f8e12d17e6a55eaf86d 4896 4888 2024-02-19T01:05:59Z Jeff 1 /* Overview */ wikitext text/x-wiki == Overview == If you have a new machine (PC) or wish to hand over BudgetLink operations to another person, the first step is to locate the [[BudgetLink Folder]] of your current version If its installed on a shared folder on your file server then you dont need to do anything apart from get access to the folder and then navigate to it from the new PC and run the BudgetLink.exe. The first time its run from that new location a setup wizard will start to capture setup instructions. If its located on your local PC then you need to move that copy to your new machine rather than install a new version of BudgetLink. To move BudgetLink, cut and paste the [[BudgetLink Folder]] to the new location. If you do require BudgetLink to be shared with an additional users then either move [[BudgetLink Folder]] to a shared folder on your file server or if you dont have a Server move it to DropBox or OneDrive or SharePoint. If you dont have access the copy of BudgetLink on the old machine then you will need to install a new version of BudgetLink and set it up from scratch Here are the steps to move BudgetLink from one local hard drive to a new machine or shared folder == Procedure == # Locate the existing [[BudgetLink Folder|BudgetLink Folder]]; # Create a smaller copy of BudgetLink to move ## Copy and paste BudgetLink folder in the same parent folder (providing you have enough space) to duplicate it ## Within the '''BudgetLink Copy''' folder: ### Delete any old version folders withing the BudgetLink folder so just the latest one is kept ie v2021.9.1.1 ### Navigate to the Workspaces and then each Workspace folder and delete the Backups folder and the Logs folder # Cut and paste the '''BudgetLink Copy''' folder to the new location; # Rename the '''BudgetLink Copy''' to '''BudgetLink''' # [[Enable user access to BudgetLink folders]] # Start BudgetLink in the new location by double clicking the BudgetLink.exe file. It's located in the [[BudgetLink Folder]]; # A [[New User Setup Wizard]] will start. BudgetLink should now be useable on the new machine. Be mindful you may need to update your data connection. See [[Changing how BudgetLink connects to your data file]] for more information. == Related Topics == * [[System Requirements]] * [[Troubleshooting Transfer Problems]] * [[BudgetLink Folder]] * [[How to transfer BudgetLink to another location (Folder / Computer)]] * [[How to Share BudgetLink with Multiple Users]] * [[How to share BudgetLink from Dropbox]] ff56da0d81e8c370dd6ac1dd7f363a4e3b4a53d4 0 774 4889 4728 2021-12-13T05:07:43Z Nic 2 wikitext text/x-wiki BudgetLink works differently to most software whereby the application is Microsoft Excel and the BudgetLink solution is Excel workbooks with macros in a folder. You're able to share BudgetLink when a single instance exist in a shared folder and each user has full read write access to that folder. A shared folder can either be a folder on your File Server, Dropbox or OneDrive. If installing a new copy of BudgetLink then during the unzip process change the installation path from C:\BudgetLink... to the Shared Folder. If already installed on a local drive, you can [[Moving BudgetLink to a new machine or folder|move]] it to the shared folder. If the shared folder is OneDrive you will need to [[How to make BudgetLink excel files work in OneDrive| update the OneDrive settings]] so that the files are opened from a local copy. Once located in the shared folder [[How to Share BudgetLink on Network |give full read/write permissions]] for the [[BudgetLink Folder]]s and the C:/Temp/BudgetLink folder of your local machine. For each BudgetLink User, start BudgetLink for the first time by double clicking BudgetLink.exe file located in the [[BudgetLink Folder]]. A setup wizard will appear and prompt to create a trusted location and add a shortcut to the desktop. A Standard Edition license is required to enable the above configuration. == Related == [[Moving BudgetLink to a new machine or folder]] [[How to Share BudgetLink with Drop Box]] [[Accessing BudgetLink via a Remove Desktop Connection]] [[How to make BudgetLink excel files work in OneDrive]] 523efcc62678f9124c65aa22fe61f8077a1a589e 0 830 4890 3471 2022-01-11T05:29:14Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process uses a temp folder to store and process the data downloaded from your Accounting Package. BudgetLink provide the ability to chose where this temp folder is located. == How to choose a different temp folder == To choose a different temp folder, follow these steps. # Start BudgetLink and cancel all the prompts displayed at started; # From the '''Menu''', select '''30. Settings''' then '''Options'''; # Click the '''Set User Options''' button; # Change the '''Get Data Folder''' option to one of the following options. #:* '''Perform Get Data using USER'S temp folder''' will force ODBClink to use user temp folder. #:* '''Perform Get Data using C:\Temp folder''' will force ODBClink to use the '''C:\Temp\BudgetLink\''' folder. #:* '''Perform Get Data using nominated folder''' will force ODBClink to use the folder you choose. # If using '''Perform Get Data using nominated folder''', click the '''Browse''' button and select the folder that will be used. # Click '''Save''' and '''Close''' the dialogue. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 228c157ef820ea618aac6462690622f09d464ba2 4891 4890 2022-01-11T05:29:43Z Nic 2 wikitext text/x-wiki == Overview == The Get Data process uses a temp folder to store and process the data downloaded from your Accounting Package. BudgetLink provide the ability to chose where this temp folder is located. == How to choose a different temp folder == To choose a different temp folder, follow these steps. # Start BudgetLink and cancel all the prompts displayed at started; # From the '''Menu''', select '''30. Settings''' then '''Options'''; # Click the '''Set User Options''' button; # Change the '''Get Data Folder''' option to one of the following options. #:* '''Perform Get Data using USER'S temp folder''' will force BudgetLink to use user temp folder. #:* '''Perform Get Data using C:\Temp folder''' will force BudgetLink to use the '''C:\Temp\BudgetLink\''' folder. #:* '''Perform Get Data using nominated folder''' will force BudgetLink to use the folder you choose. # If using '''Perform Get Data using nominated folder''', click the '''Browse''' button and select the folder that will be used. # Click '''Save''' and '''Close''' the dialogue. == Related Topics == * [[Troubleshooting Get Data Problems]] [[Category:Troubleshooting]] 52b3f7a023dc4336eeeddc0c965030f8f38903c0 0 679 4892 4506 2022-08-16T00:54:44Z Jeff 1 /* How to Share */ wikitext text/x-wiki == Overview == If BudgetLink is already installed on your Server, you can provide multi-user access by sharing the BudgetLink folder with each user If currently installed on your local machine the first step is to [[Moving BudgetLink to a new machine or folder|move]] it to your server If you are currently registered fro the Free Edition you will need to upgrade to the Standard Edition or above before it will work on a Server If starting from scratch then download and install on your Server == How to move BudgetLink to a folder on Network == If BudgetLink is currently located on your local PC if must first be moved to a folder on your Server # Locate the [[BudgetLink Folder]] to move; # [[Moving BudgetLink to a new machine or folder|Move it]] to the folder to the new location in the Network; Make sure that path is a shared network folder and not moved to the Program Files folder If the folder is too large to move efficiently, you can move the backup folder outside of the BudgetLink folder fist == Sharing BudgetLink on Network == [[File:ShareFolder.jpg|300px|thumb|right|Sharing Folder]] Please follow these instructions to share the BudgetLink folder on Network. === How to Share=== # Right-click the BudgetLink folder you want to share, click '''Properties''', and then click '''Security''' tab. # Under Group or user names, click the '''Edit''' button. # Check the user name you want to give permissions to under '''Group or user names''' # Click on the user name if you find or click '''Add''' button and add the user. # Upon adding the username, click on the user name to the list give permissions. # Upon clicking the username you can either Allow or Deny the Read Write controls by clicking the check box under '''Permissions for User'''. # Click OK. # Click Apply. '''Done'''. <br clear=all> == Related Topics == *[[How to Share BudgetLink with Multiple Users]] *[[How to Share BudgetLink with Drop Box]] *[[Troubleshooting folder permissions]] 1aa562456b5db89baac97432c9f4dd1a39487ee6 0 882 4893 4124 2022-11-25T01:12:42Z Jeff 1 wikitext text/x-wiki == STEPS TO RESOLVE == * Run the [[Manually testing a connection to MYOB AccountRight Live|manual test connection]]. If it fails then go to point 2 * If you have the [[How to confirm if MYOB AccountRight Live was installed using the PC or Server Installation|PC Edition installed]], then install the Server Edition of MYOB. The server edition can handle multiple versions of the API better than the PC edition. * If you have the Server Edition then [[Installing the MYOB AccountRight Live API|install/re-install the MYOB API]] * If you have your data file located in the cloud then [[The MYOB AccountRight Live data file must be upgraded|upgrade MYOB AccountRight Live]] to the latest version. 9a411fd80dac336ce9c8b20ed2b0b630a00a7a02 0 854 4894 4787 2023-01-12T06:39:31Z Jeff 1 /* Procedudure */ wikitext text/x-wiki == Overview == BudgetLink requires the exact ID or location of your MYOB data file in order to successfully extract data. Sometimes such as when MYOB is upgraded the ID changes If you experience any of the following errors then try re-browsing to your MYOB data file to resolve them *Changes made to your data file do not appear to be updating in BudgetLink *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have == Procedure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] ed6cd633ddea87e87c1be67e0c9d06bb9846833e 4895 4894 2023-02-06T01:31:07Z Jeff 1 wikitext text/x-wiki == Overview == BudgetLink requires the exact ID or location of your MYOB data file in order to successfully extract data. Sometimes such as when MYOB is upgraded the ID changes If you experience any of the following errors then try re-browsing to your MYOB data file to resolve them *Changes made to your data file do not appear to be updating in BudgetLink *A data file cannot be found error message appears *You have recently upgraded MYOB and data is missing or not reconciling with MYOB after running a get data. *The Get data was previously working and then fails *You receive a permission error when running a get data Here is how to re-browse for your data file Make sure that you edit the existing data file connection and DO NOT delete it as that will delete any budgets that you have == Procedure == Follow the steps below to re-browse to your MYOB data file. # Go to the [[Changing how BudgetLink connects to your data file|Data file Setup form]] for the failing data file # Click the Select (Browse) button # Log on to my.MYOB # Choose your data file from the drop down # Click '''Close''' on the Manage Data Files dialogue. # Re-run the Get Data process == Related Topics == * [[Changing how BudgetLink connects to your data file]] == Search Words == *Reauthorise MYOB Data file 337c5b575ebd3fa81a890a5a5e428a0ec39d681c 8 82 4897 1365 2024-06-03T00:27:23Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** https://accountingaddons.com.au/budgetlink |BudgetLink Information ** https://accountingaddons.com.au/budgetlink/download |Download BudgetLink ** https://accountingaddons.com.au/support/request/ |Get Support ** https://accountingaddons.com.au |Visit Accounting Addons * Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES 7fc938006836bdaf5ef5fbab4d329e14ac8e084d 4898 4897 2024-06-03T00:28:11Z Nic 2 wikitext text/x-wiki * Wiki Topics ** mainpage|Home ** Getting Started Guide|Getting Started Guide ** How To Guides|How To Guides ** Reports|Reports ** Charts|Charts ** Features|Features ** Troubleshooting|Troubleshooting * Accounting Addons ** https://accountingaddons.com.au/budgetlink/|BudgetLink Information ** https://accountingaddons.com.au/budgetlink/download/|Download BudgetLink ** https://accountingaddons.com.au/support/request/|Get Support ** https://accountingaddons.com.au/|Visit Accounting Addons * Wiki Links ** recentchanges-url|recentchanges ** randompage-url|randompage * SEARCH * TOOLBOX * LANGUAGES ee9f1d3145cb1999a5e9f2d677006d1758326f49 0 1141 4901 2024-08-15T03:28:13Z Nic 2 Created page with "BudgetLink v2024.8.14.312 was released on 14/08/2024. == Enhancements == '''MYOB''' * Resolved issue with connection problems caused by MYOB update pushed out on 08/08/2024...." wikitext text/x-wiki BudgetLink v2024.8.14.312 was released on 14/08/2024. == Enhancements == '''MYOB''' * Resolved issue with connection problems caused by MYOB update pushed out on 08/08/2024. == Related Topics == * [[BudgetLink version archive]] 1bce465ddbf9d400d539d792b4331572481f6dd4 0 1142 4902 2024-08-29T00:54:24Z Ash 76 Creating a upgrade help wiki page to support BL clients impacted by MYOB outage wikitext text/x-wiki Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, [[File:DirectDebitLink_Upgrade.png|300px|thumb|right|Click on '''Upgrade''' button to start upgrade]] #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to Direct Debits Link <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. Since we are facing an unusually high number of requests, please book a meeting 7 days prior. == Related Links == [[ Upgrading BudgetLink ]] <br \> 11fa265ccc62a5c9e1dc71464dfaa7ce08dfe07b 4903 4902 2024-08-29T01:07:18Z Ash 76 wikitext text/x-wiki Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, [[File:BudgetLink_Upgrade.png|300px|thumb|right|Click on '''Upgrade''' button to start upgrade]] #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to Direct Debits Link <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. Since we are facing an unusually high number of requests, please book a meeting 7 days prior. == Related Links == [[ Upgrading BudgetLink ]] <br \> 0c9512a4feb6db6327f1eb1a6dff7b35235b0573 4905 4903 2024-08-29T01:10:05Z Ash 76 wikitext text/x-wiki Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, [[File:BudgetLink_Upgrade.png|300px|thumb|right|Click on '''Upgrade''' button to start upgrade]] #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. Since we are facing an unusually high number of requests, please book a meeting 7 days prior. == Related Links == [[ Upgrading BudgetLink ]] <br \> 0c47a2f4b3bcf69e12f65feff6c33698b3696112 4906 4905 2024-08-29T08:01:31Z Ash 76 added antivirus and quarantine info wikitext text/x-wiki Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, [[File:BudgetLink_Upgrade.png|300px|thumb|right|Click on '''Upgrade''' button to start upgrade]] #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] <br \> == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which is sometimes quarantined or deleted by antivirus softwares. :If your antivirus software qurantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == [[ Upgrading BudgetLink ]] <br \> fc339a9f76c98969be9c0b4f8d38c4e895d30254 4908 4906 2024-08-29T08:04:02Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] <br \> == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which is sometimes quarantined or deleted by antivirus softwares. :If your antivirus software qurantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == [[ Upgrading BudgetLink ]] <br \> 9ad9123a8704a7c72a24d9de1100cb4cd5559224 4909 4908 2024-08-29T08:06:11Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] <br \> == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software qurantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> 265dd969128b0b174abe550928097f700091f16f 4910 4909 2024-08-29T08:10:24Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] <br \> == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> 9f49dc0d721c771832dc585f6efc5c067294152f 4911 4910 2024-08-29T08:58:28Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. To integrate the new token format, Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] We recommend that you complete upgrading your BudgetLink in advance to avoid last-minute complications. To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> d9219d056e7e2bac3c45a407241bc9c65b3a9df3 4912 4911 2024-09-05T07:28:42Z Ash 76 booking consulting time link added for extra support, if required wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] Please follow the steps below to upgrade your BudgetLink. Alternatively, you can enlist our assistance by [https://accountingaddons.com.au/accounts/buy-consulting-time/ buying consulting time], and one of our team members will be available to provide support. == Steps to Upgrade BudgetLink == To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps to Revoke Existing Tokens == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps to Migrate Custom Files == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> 8a6c1dce9a701cd85062fe69f602828571ea92e9 4913 4912 2024-09-06T03:04:45Z Ash 76 Added link to Livechat, email link to enquiries@AAO wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users unable to access their MYOB data. Accounting Addons has released a new updated version of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] Please follow the steps below to upgrade your BudgetLink. If you need help during the upgrade, please go to [https://direct.lc.chat/5513711/ Livechat] or send an email to [mailto:enquiries@accountingaddons.com.au AccountingAddons]. Alternatively, if you prefer to engage us to upgrade and migrate custom files and reports for you, via TeamViewer or Teams, start by [https://accountingaddons.com.au/accounts/buy-consulting-time/ buying consulting time]. Once that is processed, one of our team members would contact you to schedule an online support session. == Steps to Upgrade BudgetLink == To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps to Revoke Existing Tokens == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps to Migrate Custom Files == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to whitelist the installation folder (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> a94569ed51e4d5a6de8fdb25313cba9e4f255368 4914 4913 2024-09-09T01:25:38Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users who were unable to access their MYOB data. Accounting Addons has released a new '''updated version''' of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] Please follow the steps below to '''upgrade your BudgetLink'''. If you need help during the upgrade, please go to [https://direct.lc.chat/5513711/ Livechat] or send an email to [mailto:enquiries@accountingaddons.com.au AccountingAddons]. Alternatively, if you prefer to engage us to upgrade and migrate custom files and reports for you, via TeamViewer or Teams, start by [https://accountingaddons.com.au/accounts/buy-consulting-time/ buying consulting time]. Once that is processed, one of our team members will contact you to schedule an online support session. Please note that the '''Free Edition''' of BudgetLink does not include support. Before requesting assistance, please purchase support time from the link above. == Steps to Upgrade BudgetLink == To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps to Revoke Existing Tokens == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps to Migrate Custom Files == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to '''whitelist the installation folder''' (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> 2da856872edd79f3883276ec7b4e5a726353d716 4937 4914 2024-10-09T00:00:28Z Jeff 1 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users who were unable to access their MYOB data. Accounting Addons has released a new '''updated version''' of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] Please follow the steps below to '''upgrade your BudgetLink'''. If you require help with the upgrade, please either start a [https://direct.lc.chat/5513711/ Livechat] or email to [mailto:support@accountingaddons.com.au support@accountingaddons.com.au]. Alternatively, you can choose to engage us to upgrade and migrate custom files and reports for you, via TeamViewer or Teams, start by [https://accountingaddons.com.au/accounts/buy-consulting-time/ buying consulting time]. Once that is processed, one of our team members will contact you to schedule an online support session. Please note that the '''Free Edition''' of BudgetLink does not include support. Before requesting assistance, please purchase support time from the link above. == Steps to Upgrade BudgetLink == To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps to Revoke Existing Tokens == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps to Migrate Custom Files == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to '''whitelist the installation folder''' (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your Direct Debits due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> 6fd6a89d038c8bc10c2052d1af98c74882bd40a8 6 1143 4904 2024-08-29T01:07:43Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1144 4907 2024-08-29T08:01:48Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 105 4915 2285 2024-10-02T06:28:48Z Ash 76 Added steps to enable macros in Excel 365 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 365 == [[File:enable_macros.png|300px|thumb|right|Trust Center - Macro Settings]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." redio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] f547001f568e10047800b9c911edd22843e6d839 4917 4915 2024-10-02T06:35:47Z Ash 76 Added image of macros warning wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 365 == [[File:enable_macros_security_warning.png|thumb|right|Enable Macros - Security Warning [[File:enable_macros.png|300px|thumb|right|Trust Center - Macro Settings]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." redio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 54504824ba8502a007672f4786c6721d6d33f343 4918 4917 2024-10-02T06:36:27Z Ash 76 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 365 == [[File:enable_macros_security_warning.png|thumb|right|Enable Macros - Security Warning]] [[File:enable_macros.png|300px|thumb|right|Trust Center - Macro Settings]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." redio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert]] When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 79f8faa9588e7b7ca63444d5f6129e4930a665c2 4920 4918 2024-10-02T06:44:41Z Ash 76 wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. <div style="float: right;"> <gallery> File:enable_macros_security_warning.png|300px|Enable Macros - Security Warning File:enable_macros.png|300px|Trust Center - Macro Settings </gallery> </div> == How to Enable Macros in Excel 365 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." redio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == <div style="float: right;"> <gallery> File:StartupSecurityWarningExcel2007.png|300px|Security Warning File:AddTrustedPublisherExcel2007.png|300px|Security Alert </gallery> </div> When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 6cd759c716c74630c4e959eb1a8c01966cd59435 4936 4920 2024-10-07T23:30:26Z Ash 76 spelling fix redio -> radio wikitext text/x-wiki == Overview == BudgetLink requires macros to be enabled in order to run correctly. <div style="float: right;"> <gallery> File:enable_macros_security_warning.png|300px|Enable Macros - Security Warning File:enable_macros.png|300px|Trust Center - Macro Settings </gallery> </div> == How to Enable Macros in Excel 365 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." radio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == <div style="float: right;"> <gallery> File:StartupSecurityWarningExcel2007.png|300px|Security Warning File:AddTrustedPublisherExcel2007.png|300px|Security Alert </gallery> </div> When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 2665ab286a1e0d465a75eee8aecc3727e318403e 4938 4936 2024-10-09T05:48:27Z Ash 76 changed formatting of images, layout wikitext text/x-wiki [[File:enable_macros_security_warning.png|300px|thumb|right|Enable Macros - Security Warning]] [[File:enable_macros.png|300px|thumb|right|Trust Center - Macro Settings]] == Overview == BudgetLink requires macros to be enabled in order to run correctly. To avoid enabling Macros on each startup, you can [[Adding a Trusted Location in Microsoft Excel | add your installation folder as a Trusted Location]] == How to Enable Macros in Excel 365 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning - Older version]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert - Macros]] # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." radio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] a9512f280d634133730a36d3fe0c333c2aa5e6f5 6 1145 4916 2024-10-02T06:29:33Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1146 4919 2024-10-02T06:36:37Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 76 4921 4348 2024-10-02T06:46:09Z Ash 76 wikitext text/x-wiki == Overview == A trusted location allows Excel to recognise files as being '''Safe'''. Adding a trusted location in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a trusted location will prevent BudgetLink compile error. == Adding a trusted location automatically when first starting BudgetLink == The first time you start the BudgetLink, you will prompt to add a trusted location automatically. We strongly recommend you choose to do so. == Adding a trusted location manually == Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]]; * [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]]; * [[Adding a Trusted Location in Microsoft Excel 2016 and later]]; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 7419efe41ef068b17fddd7cf7f1972193589badf 4939 4921 2024-10-09T06:49:06Z Ash 76 wikitext text/x-wiki == Overview == BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. A '''Trusted Location''' allows Excel to recognise the files as being '''Safe'''. Adding a '''Trusted Location''' in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a '''Trusted Location''' will prevent BudgetLink compile error. == Adding a trusted location automatically when first starting BudgetLink == The first time you start BudgetLink, you will be prompted to add a '''Trusted Location''' automatically. We strongly recommend you choose to do so. == Adding a trusted location manually == Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]]; * [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]]; * [[Adding a Trusted Location in Microsoft Excel 2016 and later]]; == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 49b4bc07c61707fa269dfab3bed63fc515e92b39 4950 4939 2024-10-09T08:20:54Z Ash 76 wikitext text/x-wiki == Overview == BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. A '''Trusted Location''' allows Excel to recognise the files as being '''Safe'''. Adding a '''Trusted Location''' in Excel will ensure that BudgetLink starts automatically rather than needing to '''Enable Macros''' each and every time. In addition, on some machines, adding a '''Trusted Location''' will prevent BudgetLink compile error. == Adding a trusted location automatically when first starting BudgetLink == The first time you start BudgetLink, you will be prompted to add a '''Trusted Location''' automatically. We strongly recommend you choose to do so. == Adding a trusted location manually == Alternatively, if you prefer adding the trusted location yourself, follow these steps. * [[Adding a Trusted Location in Microsoft Excel 2007]] * [[Adding a Trusted Location in Microsoft Excel 2010 or 2013]] * [[Adding a Trusted Location in Microsoft Excel 2016 and later]] == Related Topics == * [[Troubleshooting Start-Up Problems]] * [[Troubleshooting Publish Problems]] [[Category:Troubleshooting]] 7c26b30f547186b4699e755a639e910f2231d694 0 1147 4922 2024-10-02T06:56:02Z Ash 76 new page for adding trusted location in Microsoft Excel 2016 and later wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2007 == [[File:trusted_location_dialog.png|300px|thumb|right|Add Trusted location pop-up]] [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''; # Click on '''File''' > '''Options'''; # Click on '''Trust Center''' tab on the left side panel; # Click on the '''Trust Center Settings...''' button; # A new '''Trust Center''' dialog box opens up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick mark the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. c73af4a1589282da90829901cd64c0e52acd0aff 4926 4922 2024-10-02T06:59:06Z Ash 76 wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2007 == [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''; # Click on '''File''' > '''Options'''; # Click on '''Trust Center''' tab on the left side panel; # Click on the '''Trust Center Settings...''' button; # A new '''Trust Center''' dialog box opens up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick mark the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. d7ac3079cb4f447c688f831906b561f5c7c336fd 4927 4926 2024-10-02T06:59:21Z Ash 76 wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2016 and later == [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''; # Click on '''File''' > '''Options'''; # Click on '''Trust Center''' tab on the left side panel; # Click on the '''Trust Center Settings...''' button; # A new '''Trust Center''' dialog box opens up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box; # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option; # Click on the '''Add new location...''' button; # Click the '''Browse...''' button and select the folder where BudgetLink is installed' # Tick mark the '''Subfolders of this location are also trusted''' checkbox; # Click OK to add the trusted location; # Click on the '''OK''' button of the Trust Center dialogue; # Click on the '''OK''' button of the Excel Options dialogue; # Close '''Microsoft Excel'''; Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. 037fe662e5f6e90865a2de6cae513f1a45b1245d 4932 4927 2024-10-03T01:13:09Z Ash 76 Added steps to find and add %APPDATA% Budgetlink folder to trusted location wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2016 and later == [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. a93d871bf549735f1e2e050e26804c7ff595c4ad 4934 4932 2024-10-03T01:14:12Z Ash 76 wikitext text/x-wiki == Adding a Trusted Location in Microsoft Excel 2016 and later == [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # If BudgetLink is installed on a network, tick the '''Allow Trusted Locations on my network''' option. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. f27d7216b193e3642303530e6bf052e9c9aa8a85 4940 4934 2024-10-09T07:31:56Z Ash 76 Added new section, new layout wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local Drive == [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] [[File:add_trusted_location_excel365.png|300px|thumb|right|Adding a trusted location in Microsoft Excel 2016 and later]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. fc382e8083168beb7d18efc446a1539bd20059a5 4941 4940 2024-10-09T08:00:10Z Ash 76 Adding higher resolution images wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local Drive == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location_folder.png|300px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|300px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. a0b8c40ed9abc93cf04c9490d4677b2fdd80ceee 4942 4941 2024-10-09T08:00:40Z Ash 76 wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local Drive == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location.png|300px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|300px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. 26c65ae805d8af87ec4379faafe1c172ab25f85c 4948 4942 2024-10-09T08:07:21Z Ash 76 wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local Drive == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location.png|250px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|250px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. ad9bf7be6ff2a5d3241f59a49ec12776756626ff 4949 4948 2024-10-09T08:19:50Z Ash 76 Added new section, wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local System == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location.png|250px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|250px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == BudgetLink still doesn't work == If BudgetLink still doesn't start, please re-install BudgetLink # Navigate to [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe this link] to download BudgetLink Installer # To eliminate external issues, install Budgetlink from scratch on the Local C Drive. # If your current version is installed in C Drive, rename the folder before installing to avoid conflict with the new installation. # After installation, Allow '''Trusted Location''' to be automatically added. # Enable and Install BudgetLink '''Ribbon''' 18b60d3cf3e186720b828863a87f8a842e001874 4951 4949 2024-10-09T08:23:16Z Ash 76 Added new section: Related topics wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local System == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location.png|250px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|250px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == BudgetLink still doesn't work == If BudgetLink still doesn't start, please re-install BudgetLink # Navigate to [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe this link] to download BudgetLink Installer # To eliminate external issues, install Budgetlink from scratch on the Local C Drive. # If your current version is installed in C Drive, rename the folder before installing to avoid conflict with the new installation. # After installation, Allow '''Trusted Location''' to be automatically added. # Enable and Install BudgetLink '''Ribbon''' = Related Topics = :[[Troubleshooting Start-Up Problems]] :[[Enabling Macros in Microsoft Excel]] :[[Troubleshooting Publish Problems]] 1835cb386d6c1c63b728886c3a58f072229c5dee 6 1148 4923 2024-10-02T06:56:24Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1149 4924 2024-10-02T06:56:48Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1150 4925 2024-10-02T06:57:00Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 994 4928 4655 2024-10-02T07:11:32Z Ash 76 Added check registry section wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. [[Check your .Net Framework version]] If not .Net 4.0, you can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Check Registry == [[File:ribbon_installed_troubleshoot_regedit.png|300px|thumb]] If none of the steps work, follow the steps below to check and enable Ribbon: # Press '''Win+R''' on your keyboard; # In the '''Run''' dialog box, enter "regedit" without quotes, and press OK; # '''Registry Editor''' dialog box will be displayed; # Navigate to '''Computer\HKEY_CURRENT_USER\Software\Accounting Addons\BudgetLink\Installation 'n'\Ribbons''', where n would be the last installation number # If there is no string "RibbonInstalled", Right click on any blank space on the right side, Click on '''New > String Value''' # Name the value: "RibbonInstalled" and set the Data as "True" # Close the editor and open '''BudgetLink'''. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 3af02a25b7fcee9c503f9253ed0d783b75689144 4930 4928 2024-10-02T07:12:53Z Ash 76 wikitext text/x-wiki == Overview == BudgetLink requires an Excel ribbon to be installed. This ribbon is required and provides advanced functionality to Excel. On some machine, the ribbon may fail to load causes by various issues. The purpose of this article is to resolve this issues. == Install the .net Framework 4.0 == The .net Framework 4.0 must be installed in order for the ribbon to run. [[Check your .Net Framework version]] If not .Net 4.0, you can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=17718 https://www.microsoft.com/en-us/download/details.aspx?id=17718] == Update the Visual Studio Tools for Office Runtime == Visual Studio Tools for Office Runtime must be installed in order for the ribbon to run. You can download it from the following link. [https://www.microsoft.com/en-us/download/details.aspx?id=48217 https://www.microsoft.com/en-us/download/details.aspx?id=48217] == Configure Microsoft Visual Studio ClickOnce Trust Prompts == Microsoft Visual Studio ClickOnce Trust Prompts control whether code using the .net Framework can be launched or not. See [[Configure Microsoft Visual Studio ClickOnce Trust Prompts]] for more information. == Check Registry == [[File:ribbon_installed_troubleshoot_regedit.png|300px|thumb]] If none of the steps work, follow the steps below to check and enable Ribbon: # Press '''Win+R''' on your keyboard; # In the '''Run''' dialog box, enter "'''regedit'''" without quotes, and press OK; # '''Registry Editor''' dialog box will be displayed; # Navigate to '''Computer\HKEY_CURRENT_USER\Software\Accounting Addons\BudgetLink\Installation 'n'\Ribbons''', where n would be the last installation number # If there is no string "'''RibbonInstalled'''", Right click on any blank space on the right side, Click on '''New > String Value''' # Name the value: "'''RibbonInstalled'''" and set the Data as "'''True'''" # Close the editor and open '''BudgetLink'''. == Related Topics == [[Troubleshooting Start-Up Problems]] [[Category:Troubleshooting]] 8c12a5b67bab9cac85912b87541c4ffce9d7e8f3 6 1151 4929 2024-10-02T07:11:49Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 70 4931 4329 2024-10-02T07:36:53Z Ash 76 wikitext text/x-wiki The purpose of this page is to list various topics that will assist you in solving start-up related problems. * [[BudgetLink opens but doesn't start]] * [[BudgetLink starts but shows error occurred during load]] * [[BudgetLink starts but shows a compile error message]] * [[BudgetLink starts but complain about the version of Microsoft Excel]] * [[BudgetLink starts but complains about files being read-only]] * [[BudgetLink starts but complains about read or write permissions ]] * [[BudgetLink starts but complains about the installer path being too long]] * [[BudgetLink starts but complains about being installed on a network location]] * [[BudgetLink starts but complains about running on a terminal server]] * [[BudgetLink starts but complains about running from within Dropbox]] * [[Installing the BudgetLink ribbon]] <br /> == Related Topics == [[Troubleshooting]] [[Category:Troubleshooting]] a968d4e4d47401d9d0121a593d4c849215c6f964 6 1152 4933 2024-10-03T01:13:28Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4935 4933 2024-10-03T01:15:55Z Ash 76 Ash uploaded a new version of [[File:Appdata roaming folder.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1153 4943 2024-10-09T08:01:57Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1154 4944 2024-10-09T08:02:14Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1155 4945 2024-10-09T08:02:39Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1156 4946 2024-10-09T08:03:04Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4947 4946 2024-10-09T08:06:18Z Ash 76 Ash uploaded a new version of [[File:Network drive trusted location excel365.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 105 4952 4938 2024-10-09T08:35:24Z Ash 76 wikitext text/x-wiki [[File:enable_macros_security_warning.png|300px|thumb|right|Enable Macros - Security Warning]] [[File:enable_macros.png|300px|thumb|right|Trust Center - Macro Settings]] == Overview == BudgetLink requires macros to be enabled in order to run correctly. == How to Enable Macros in Excel 365 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. [[File:StartupSecurityWarningExcel2007.png|300px|thumb|right|Security Warning - Older version]] [[File:AddTrustedPublisherExcel2007.png|300px|thumb|right|Security Alert - Macros]] # When you receive the '''Security Warning''', click on '''File''' > '''Options''' # An '''Excel Options''' dialog box will be displayed # Click on '''Trust Center''' tab in the left side panel and click on '''Trust Center Settings''' # Another dialog box '''Trust Center''' will open. # Click on '''Macro Settings''' in the left panel # Select "Enable VBA macros..." radio button, and "Enable Excel 4.0 macros..." checkbox. # Click on OK to close both the dialog boxes. == How to Enable Macros in Excel 2007, 2010 and 2013 == When you first open BudgetLink in Microsoft Excel, you will typically receive the following security warning. This is a security feature of Microsoft Excel which is there to ensure you only run trusted code. When you receive the '''Security Warning''', depending on the version of Excel click either '''Enable Content''' or '''Options'''. You will normally receive a Security Alert message similar to the one on the right. You have to options of '''Enabling content for this session'' or '''Trust all documents from this publisher'''. We recommend using the later approach as it does mean you will never have to answer the prompts at start-up again. Select '''Trust all documents from this publisher''' and click '''OK'''. BudgetLink should now start, load additional addins and display the splash screen. <br clear=all> == Related Topics == * [[Adding a Trusted Location in Microsoft Excel]] [[Category:Troubleshooting]] 4ad013567ed099a717a30623da6b40988fe7ab18 0 1142 4953 4937 2024-10-15T23:17:36Z Ash 76 wikitext text/x-wiki __NOTOC__ Due to a recently released change to MYOB's authentication token format early this August, all existing tokens were rendered non-functional. This impacted all our existing MYOB users who were unable to access their MYOB data. Accounting Addons has released a new '''updated version''' of BudgetLink to fix the issue. [[File:BudgetLink_Upgrade.png|400px|thumb|right|Click on '''Upgrade''' button to start upgrade]] Please follow the steps below to '''upgrade your BudgetLink'''. If you require help with the upgrade, please either start a [https://direct.lc.chat/5513711/ Livechat] or email to [mailto:support@accountingaddons.com.au support@accountingaddons.com.au]. Alternatively, you can choose to engage us to upgrade and migrate custom files and reports for you, via TeamViewer or Teams, start by [https://accountingaddons.com.au/accounts/buy-consulting-time/ buying consulting time]. Once that is processed, one of our team members will contact you to schedule an online support session. Please note that the '''Free Edition''' of BudgetLink does not include support. Before requesting assistance, please purchase support time from the link above. == Steps to Upgrade BudgetLink == To upgrade to the latest version, #Open BudgetLink, Go to Menu and click on '''Upgrade''' button situated beside "Get Data" button. #Download the new version and follow the installation steps to upgrade to the latest version. In some cases, if you are unable to access your MYOB data after upgrading, tokens may need to be revoked in order to issue new tokens. To revoke existing tokens, please follow the steps listed below: == Steps to Revoke Existing Tokens == #Please open your browser and go to [https://secure.myob.com secure.myob.com] #Login with your '''my.MYOB credentials''' #Locate and click on '''Revoke Tokens''' corresponding to BudgetLink <br \> After the upgrade, if your custom reports were not migrated automatically, migrate the files manually from older installation == Steps to Migrate Custom Files == #In BudgetLink Menu, click on '''35. Help > Links''' #Click on the hyperlink corresponding to the '''Solution Folder''' #A file explorer dialog box will open with all installation folders listed #Open the '''previous version''' folder and copy your custom files you have. #Go back to your solutions folder, open the latest installation folder named '''2024.8.16.313''', move the existing files to another location, and paste all your copied files here. #Refresh or re-open BudgetLink and you will be able to see your custom reports, if any. [[File:antivirus_quarantine.png|200px|thumb|text-top|right|Report as False Positive or remove from Quarantine]] == BudgetLink Files Quarantined by Antivirus software == :BudgetLink software consists of multiple files created in Visual Basic Script, which are sometimes quarantined or deleted by antivirus softwares. :If your antivirus software quarantines important files, please contact your IT team to '''whitelist the installation folder''' (typically C:/BudgetLink ) and C:/BudgetLink if the installation folder is different. == Still Facing Issues == :If you are still facing issues after upgrading and require assistance, please feel free to go to Livechat and we shall be able to help you over chat. :If it is required for us to log on to your environment and upgrade BudgetLink or migrate your custom files, please book suitable consulting time [https://accountingaddons.com.au/accounts/buy-consulting-time/ here]. :Since we are facing an unusually high number of requests, please book a meeting 7 days prior to your due date. == Related Links == :[[ Upgrading BudgetLink ]] :[[BudgetLink Folder]] <br \> bc23a9ef25b506a32af26a464d81c9041ba10c54 0 1157 4954 2024-10-17T07:43:26Z Ash 76 Created page with "[[File:sharepoint_sync.png|300px|thumb|right]] [[File:unzip_budegtlink.png|300px|thumb|right]] [[File:install_budegtlink.png|300px|thumb|right]] File:new_installation.png|30..." wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:unzip_budegtlink.png|300px|thumb|right]] [[File:install_budegtlink.png|300px|thumb|right]] [[File:new_installation.png|300px|thumb|right]] [[File:install_on_network_drive.png|300px|thumb|right]] [[File:browse_to_installation_location.png|300px|thumb|right|Sharepoint Folder]] [[File:browse_to_mapped_drive.png|300px|thumb|right|Mapped Drive]] [[File:add_trusted_location.png|300px|thumb|right]] [[File:first_run.png|300px|thumb|right|First Run on SharePoint]] [[File:pause_onedrive_sync.png|300px|thumb|right|Pause OneDrive Sync]] [[File:budegtlink_after_pause_sync.png|300px|thumb|right|relaunch BudgetLink after pausing sync]] [[File:install_ribbon.png|300px|thumb|right|Install Ribbon dialog box]] = Overview = BudegtLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. # A '''BudgetLink Installation Wizard''' will open. Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. # After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''. # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. # BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # Restart BudgetLink. 93a0d7c50eff7a0c474bde9af0237a590e8dbf23 4967 4954 2024-10-17T07:53:36Z Ash 76 added/uploaded images wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] [[File:install_budegtlink.png|300px|thumb|right]] [[File:new_installation.png|300px|thumb|right]] [[File:install_on_network_drive.png|300px|thumb|right]] [[File:browse_to_installation_location.png|300px|thumb|right|Sharepoint Folder]] [[File:browse_to_mapped_drive.png|300px|thumb|right|Mapped Drive]] [[File:add_trusted_location.png|200px|thumb|right]] [[File:first_run.png|300px|thumb|right|First Run on SharePoint]] [[File:pause_onedrive_sync.png|150px|thumb|right|Pause OneDrive Sync]] [[File:budegtlink_after_pause_sync.png|300px|thumb|right|relaunch BudgetLink after pausing sync]] [[File:install_ribbon.png|300px|thumb|right|Install Ribbon dialog box]] = Overview = BudegtLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. # A '''BudgetLink Installation Wizard''' will open. Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. # After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''. # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. # BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # Restart BudgetLink. beb277a63a059a4f5b314afbf10cc8326c5a69e6 4968 4967 2024-10-18T04:59:35Z Ash 76 wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] = Overview = BudegtLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. # A '''BudgetLink Installation Wizard''' will open. Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. # After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. Click on '''Yes'''. # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive File:add_trusted_location.png|150px|Add Trusted Location </gallery> <gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> e9cf7295941c48894ff022cf6f41c8a22775da5f 4972 4968 2024-10-18T05:05:33Z Ash 76 added/uploaded images wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] = Overview = BudegtLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> 95b02896e6b06eac43a04081f4527079c2ae4ced 4973 4972 2024-10-18T05:11:22Z Ash 76 wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] = Overview = BudegtLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudegtLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" showthumbnails caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" showthumbnails caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> 429272e9f75c1da4bd06dc860ca902afdc7ae771 4974 4973 2024-10-18T05:12:43Z Ash 76 spelling check wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] = Overview = BudgetLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudgetLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" showthumbnails caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" showthumbnails caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> 20e9ec403becec04161f7e2d55a0fdb191c85acc 4975 4974 2024-10-18T05:13:17Z Ash 76 removed: show thumbnails from gallery parameters wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] = Overview = BudgetLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudgetLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> cb1298cc2930c7fd22d07b0b62c0acdc299eb78e 4978 4975 2024-10-18T05:31:55Z Ash 76 wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] BudgetLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudgetLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" caption="BudgetLink installation" widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> 3ae5dc32607c9c06032cfe0cf18184fc0cab4e9b 4979 4978 2024-10-18T05:32:41Z Ash 76 wikitext text/x-wiki [[File:sharepoint_sync.png|300px|thumb|right]] [[File:synced_sharepoint_folders.png|150px|thumb|right]] [[File:always_keep_on_device.png|300px|thumb|right]] [[File:unzip_budegtlink.png|200px|thumb|right]] BudgetLink requires files to always be available on the system to run. For BudgetLink to run from SharePoint, SharePoint library must be mapped on the local system, while the syncing is paused. Follow the steps to install and run BudgetLink from SharePoint. = Steps = # Login to SharePoint and click on '''Sync''' button. # The SharePoint folder will be visible in your File Explorer, under Quick Access section. #; BudgetLink cannot access files stored on the cloud. # Right Click on the synced Folder and select "Always keep on this device". #; This would force BudgetLink to access the required files from local system. # Download BudgetLink from [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe here] # Unzip to Local C:\ Drive. #; A '''BudgetLink Installation Wizard''' will open. # Accept the Terms and Conditions and click '''Next'''. # Select "Install on a Shared Network Drive" radio button and click '''Next'''. # Browse to the SharePoint folder mapped on your system. # Click on '''Install'''. #; After installation is complete, an '''Add Trusted Location''' dialog box will be displayed. # Click on '''Yes''' to automatically add trusted location. # On the first run, BudgetLink will ask to enable Macros. Follow [[Enabling Macros in Microsoft Excel | this support note]] for steps. #; BudgetLink can't run while OneDrive is syncing files and folders. # Click on '''OneDrive''' icon in your taskbar, a OneDrive sync pop up will be displayed. # Click on the gear icon in the top right corner. # Click on '''Pause Syncing''' drop-down menu, and select the required period to stop syncing. # '''Restart BudgetLink'''. <gallery mode="slideshow" caption="Install BudgetLink " widths=100 heights=100 style="float:left"> File:install_budegtlink.png|150px| File:new_installation.png|150px| File:install_on_network_drive.png|150px| File:browse_to_installation_location.png|150px|Sharepoint Folder File:browse_to_mapped_drive.png|150px|Mapped Drive </gallery> <gallery mode="slideshow" caption="Set-up BudgetLink"widths=100 heights=100 style="float:right"> File:add_trusted_location.png|150px|Add Trusted Location File:first_run.png|150px|First Run on SharePoint File:pause_onedrive_sync.png|150px|Pause OneDrive Sync File:budegtlink_after_pause_sync.png|150px|Relaunch BudgetLink after pausing sync File:install_ribbon.png|150px|Install Ribbon dialog box </gallery> 4acec55a217e38b73a81e27e1d3ca8e0181731da 6 1158 4955 2024-10-17T07:43:46Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1159 4956 2024-10-17T07:43:57Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1160 4957 2024-10-17T07:44:35Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1161 4958 2024-10-17T07:44:52Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1162 4959 2024-10-17T07:45:10Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1163 4960 2024-10-17T07:45:23Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1164 4961 2024-10-17T07:45:37Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1165 4962 2024-10-17T07:45:55Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1166 4963 2024-10-17T07:46:17Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1167 4964 2024-10-17T07:46:31Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4971 4964 2024-10-18T05:05:15Z Ash 76 Ash uploaded a new version of [[File:Pause onedrive sync.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1168 4965 2024-10-17T07:46:42Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1169 4966 2024-10-17T07:47:02Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1171 4970 2024-10-18T05:00:02Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1172 4977 2024-10-18T05:27:04Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1147 4980 4951 2024-11-05T01:54:47Z Ash 76 wikitext text/x-wiki == Overview== BudgetLink has workbooks that require installing '''Ribbons''' and enabling '''Macros''' to work. On the first run, you will be prompted to add a '''Trusted Location''' automatically. By adding a Trusted Location, you ensure that Excel identifies the files as '''Safe'''. Select '''Yes''' to enable the files required by BudgetLink to run after they are added to Trusted Location. == BudgetLink installed on a Local System == [[File:excel_options.png|300px|thumb|right|Excel Options - Trust Center]] [[File:trust_center_trusted_location_excel365.png|300px|thumb|right|Trust Center Settings - Trusted Locations]] [[File:appdata_roaming_folder.png|300px|thumb|right|%APPDATA% folder]] [[File:select_trusted_location.png|250px|thumb|right|Adding a Trusted Location in Microsoft Excel 2016 and later]] [[File:network_drive_trusted_location_excel365.png|250px|thumb|right|Adding a Network Drive to Trusted Location]] # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. == BudgetLink installed in Shared Location == If BudgetLink is installed on a '''Network Location or Mapped Drive''', the BudgetLink '''Ribbon''' will be stored in Local %APPDATA% folder which needs to be manually added to Trusted Location. # Start '''Microsoft Excel'''. # Click on '''File''' > '''Options'''. # Click on '''Trust Center''' tab on the left side panel. # Click on the '''Trust Center Settings...''' button. # A new '''Trust Center''' dialog box will open up. # Click on the '''Trusted Locations''' entry in the list on the Trust Center dialog box. # In another file explorer window, enter "'''%APPDATA%'''" in the address bar without quotes # An "Appdata Roaming" folder will be opened. # Search and browse to '''BudgetLink''' folder. Copy the path to this folder. # Navigate back to Trust Center Dialog box and click '''Add New Location''' button. # Paste the copied text in the '''Path''' input box and select the '''Subfolders of this location are also trusted''' checkbox. # Mark the '''Allow Trusted Locations on my network''' checkbox. # Click on the '''Add new location...''' button. # Click the '''Browse...''' button and select the folder where BudgetLink is installed. # Select the '''Subfolders of this location are also trusted''' checkbox. # Click OK to add the trusted location. # Click on the '''OK''' button of the Trust Center dialogue. # Click on the '''OK''' button of the Excel Options dialogue. # Close '''Microsoft Excel'''. Once the Trusted Location has been added you should be able to start BudgetLink. However, we do recommend you ensure no disabled items have been added. See [[Compile error due to disabled items]] for more information. == BudgetLink still doesn't work == If BudgetLink still doesn't start, please re-install BudgetLink # Navigate to [https://accountingaddons.com.au/downloads/Install_BudgetLink.exe this link] to download BudgetLink Installer # To eliminate external issues, install Budgetlink from scratch on the Local C:\ Drive. # If your current version is installed in C:\ Drive, rename the folder before installing to avoid conflict with the new installation. # After installation, Allow '''Trusted Location''' to be automatically added. # Enable and Install BudgetLink '''Ribbon''' = Related Topics = :[[Troubleshooting Start-Up Problems]] :[[Enabling Macros in Microsoft Excel]] :[[Troubleshooting Publish Problems]] b644501250ec67c4c4ce58489b5cac5365b2ce7b 0 1173 4981 2024-11-05T06:52:32Z Ash 76 created a new wiki page to remove formatting for Stale Values wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb]] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. This feature When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To remove strikethrough from the cells, please follow the steps below. == Steps == #To disable Stale values Formatting and remove strikethrough from all cells, Go to Formulas in Menu Bar > Calculation Options > Uncheck Format Stale Values. # Strikethrough will be removed from all cells. == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 36243dee4431c5fe102024ce2f02a9ec48efe96a 4983 4981 2024-11-05T07:16:18Z Ash 76 wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. This feature When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To remove strikethrough from the cells, please follow the steps below. == Steps == #To disable Stale values Formatting and remove strikethrough from all cells, Go to Formulas in Menu Bar > Calculation Options > Uncheck Format Stale Values. # Strikethrough will be removed from all cells. == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 571b80dd5566d24a743ef66176a01450d017619d 4984 4983 2024-11-05T07:16:29Z Ash 76 wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. This feature When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To remove strikethrough from the cells, please follow the steps below. == Steps == #To disable Stale values Formatting and remove strikethrough from all cells, Go to Formulas in Menu Bar > Calculation Options > Uncheck Format Stale Values. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 839fd54c5bb43e2aa49b2dce9a81d23b85992405 4985 4984 2024-11-05T07:35:12Z Ash 76 wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. This feature When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To remove strikethrough from the cells, please follow the steps below. == Steps == #To disable Stale values Formatting and remove strikethrough from all cells, Go to '''Formulas''' in Menu Bar > Calculation Options > Uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> fa44ca0ea91c6ed486fb666a80bc8befd6a2397e 4986 4985 2024-11-05T07:40:20Z Ash 76 wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == #In the Excel Ribbon under '''Formulas''' click on Calculation Options drop down button and Uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 2d668b98438d8b1e68f0c71c9ff5f4e6d6d9e37e 4987 4986 2024-11-05T07:40:56Z Ash 76 wikitext text/x-wiki = Overview = [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == #In the Excel Ribbon under '''Formulas''' click on Calculation Options drop down button and uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 86798c950ad63cf152ff1a3cb01dd8b5e7822bae 4991 4987 2024-11-11T03:56:23Z Ash 76 added a image to display strikethrough. changed default calculation from Partial to Manual wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|350px|right|thumb|uncheck '''Format Stale Values''']] [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck '''Format Stale Values''']] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon under '''Formulas''' click on '''Calculation Options''' drop down button and select '''Manual''' calculation. # In the '''Calculation Options''' drop down menu, uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 3c12473ae423589cd3f4ef0286c23e7a4f3ebbae 4993 4991 2024-11-11T03:57:23Z Ash 76 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon under '''Formulas''' click on '''Calculation Options''' drop down button and select '''Manual''' calculation. # In the '''Calculation Options''' drop down menu, uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == :[https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> be4f7fdaeb145fd67e3d11f978c4b4855afefe58 4994 4993 2024-11-11T03:57:40Z Ash 76 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] Microsoft recently released '''Stale Value Formatting''' for Excel on Windows. When the underlying data in any cell changes after Get Data is complete, Excel denotes the cell as '''Stale''' since the underlying formula has not been recalculated. BudgetLink uses Visual Basic Scripts to perform calculations, hence the cell formula never changes, but the underlying data does. To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon under '''Formulas''' click on '''Calculation Options''' drop down button and select '''Manual''' calculation. # In the '''Calculation Options''' drop down menu, uncheck '''Format Stale Values'''. # Strikethrough will be removed from all cells. == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> c5d28b6772d677d79c77fa4e1d5ffd91100b3478 4996 4994 2024-11-12T22:25:47Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other values.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 24262dcbc17eee5d2582420e559210600f5349b0 4997 4996 2024-11-12T22:25:57Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. : ''Do not change any other values.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 39a6b3c24b3ff01f3f698b5191f034749656594a 4998 4997 2024-11-12T22:26:08Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> ff660d929a2d9b516e5872f0fdc9622d17d49e29 4999 4998 2024-11-12T22:26:37Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. <br clear=all /> == Steps == [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' <br clear=all /> == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 6e86de847be5ebe9a0c232b29f3a9f1ad0ce5843 5000 4999 2024-11-12T22:26:50Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. <br clear=all /> == Steps == [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> f55e2dc77e8fb3a55a90098afd1911fd9585d725 5001 5000 2024-11-12T22:26:57Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 9feb6a9d9a8a23e4123f85b66cb3fe544b1ab6ca 5002 5001 2024-11-12T22:27:09Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. However, this has the unfortunate side effect of putting '''strikethrough''' through all cells in BudgetLink. This is because BudgetLink is designed with volatile formulas; that is, where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> a58aae05845191f9dabff42c0061b2b973cd2fca 5003 5002 2024-11-12T22:41:07Z Nic 2 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released an update that can make all cells in BudgetLink and Excel have '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. This is known as '''stale values'''. However, this setting has the side effect of putting '''strikethrough''' through '''all''' cells in BudgetLink. This is because BudgetLink is designed with formulas with dynamic values; where the contents of the formulas change based on external factors (the get data process). To disable stale values formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 3ea4a278281eb6fe3cb0508b43e989134a8295c5 5004 5003 2024-11-13T00:42:35Z Ash 76 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|select Manual calculation and uncheck Format Stale Values]] In October 2024, Microsoft released a '''Format Stale Values''' feature for Excel that impacts BudgetLink, rendering the text in the cells with a '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. These are known as '''Stale Values'''. However, this setting has the side effect of putting '''strikethrough''' through '''all''' cells in BudgetLink. This is because BudgetLink is designed using formulas with dynamic values; where the contents of the formulas change based on external factors (the '''''Get Data''''' process). '''Format Stale Values''' feature is enabled by default. To disable Stale Values Formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Note: Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 4256414ff490843ce4a5169b30cd1905dd0868ca 6 1174 4982 2024-11-05T06:52:50Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4988 4982 2024-11-11T03:52:12Z Ash 76 Ash uploaded a new version of [[File:Disable stale value formatting.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4989 4988 2024-11-11T03:52:29Z Ash 76 Ash reverted [[File:Disable stale value formatting.png]] to an old version wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 4990 4989 2024-11-11T03:52:58Z Ash 76 Ash reverted [[File:Disable stale value formatting.png]] to an old version wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1176 5005 2024-11-13T00:43:12Z Ash 76 wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 6 1176 5006 5005 2024-11-13T00:57:40Z Ash 76 Ash uploaded a new version of [[File:Strikethrough stale values.png]] wikitext text/x-wiki da39a3ee5e6b4b0d3255bfef95601890afd80709 0 1173 5007 5004 2024-11-13T00:58:15Z Ash 76 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|uncheck Format Stale Values]] In October 2024, Microsoft released a '''Format Stale Values''' feature for Excel that impacts BudgetLink, rendering the text in the cells with a '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. These are known as '''Stale Values'''. However, this setting has the side effect of putting '''strikethrough''' through '''all''' cells in BudgetLink. This is because BudgetLink is designed using formulas with dynamic values; where the contents of the formulas change based on external factors (the '''''Get Data''''' process). '''Format Stale Values''' feature is enabled by default. To disable Stale Values Formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. #: ''Note: Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 192e31be3a7464b9bb83135f15a7d6f74cc430a9 5008 5007 2024-11-14T00:11:51Z Ash 76 wikitext text/x-wiki = Overview = [[File:strikethrough_stale_values.png|300px|right|thumb|]] [[File:disable_stale_value_formatting.png|350px|right|thumb|Uncheck Format Stale Values]] In October 2024, Microsoft released a '''Format Stale Values''' feature for Excel that impacts BudgetLink, rendering the text in the cells with a '''strikethrough'''. The purpose of this update was to highlight cells that need to be recalculated when manual calculation is enabled. These are known as '''Stale Values'''. However, this setting has the side effect of putting '''strikethrough''' through '''all''' cells in BudgetLink. This is because BudgetLink is designed using formulas with dynamic values; where the contents of the formulas change based on external factors (the '''''Get Data''''' process). '''Format Stale Values''' feature is enabled by default. To disable Stale Values Formatting and remove strikethrough from the cells, please follow the steps below. == Steps == # In the Excel Ribbon go to the '''Formulas''' ribbon. # Click on '''Calculation Options''' drop down menu and uncheck '''Format Stale Values'''. : ''Note: Do not change any other options.'' == References == : [https://support.microsoft.com/en-au/office/stale-value-formatting-4b5c63c3-5dc7-4e9b-8e24-88bed1987dbd|Excel - Stale Values Formatting] <br \> 7bda30bfcfe87b1db98bcf1a617f4391035a80f4